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Money Mentors

Money Mentors

Written by: Laurel Steward
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About this listen

 Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!Copyright Laurel Steward Economics
Episodes
  • Could Rising Health Care Costs Complicate Your Early Retirement Strategy?

    Could Rising Health Care Costs Complicate Your Early Retirement Strategy?
    Jan 29 2026
    While we wait for Congress to deal with the issue of health care subsidies, a lot of our listeners who planned to retire before 65 may wonder whether they can afford health care premiums before Medicare kicks in. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services discuss how they're helping clients navigate around this tricky issue, and still enjoy the early retirement they deserve. We'll also discuss frequent scenarios that couples run into during their retirement journey.

    Whether it's health care, taxes, Social Security, estate planning, investments or income, let us help you find more clarity and confidence in your plan. Learn more at www.MattsonFinancial.com.
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    50 mins
  • As Goes January, So Goes the Year?

    As Goes January, So Goes the Year?
    Jan 22 2026
    From Venezuela to tariffs to the escalating feud with the Fed, there's no shortage of headlines to fuel more volatility on Wall Street to start the year. But will the January indicator set the tone for 2026? And if so, how do you prepare your portfolio? On this week's episode, Laurel Steward and Gary Mattson of Mattson Financial Services discuss strategies to help you avoid emotional decisions and stay on track with your goals. They'll also discuss a Canadian lottery winner's controversial jackpot decision - and how some retirees face the same type of choice with their money.

    Need a second opinion on your retirement portfolio? Connect with our team at www.MattsonFinancial.com.
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    48 mins
  • 2026 Tax Changes That Could Impact Your Retirement

    2026 Tax Changes That Could Impact Your Retirement
    Jan 16 2026
    We're about to enter a new tax season, but the new year also brings about some big tax changes for baby boomers. So this week, your Money Mentors at Mattson Financial break down the biggest tax changes baby boomers need to know that could impact their retirement in the years to come - and how to take advantage of lower tax rates while they last. Plus, find out which athlete thinks he can't make it on $100 million in retirement!

    Need a second opinion on your retirement plan? Connect now at www.MattsonFinancial.com.
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    46 mins
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