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
  • New Year, New Retirement Goals

    New Year, New Retirement Goals
    Jan 9 2026
    It's 2026...time to set some new retirement goals! This week, Laurel & Taylor Steward of Mattson Financial Services help you get ready to set some of those resolutions (we call them dreams, goals and desires). Plus, we'll discuss different retirement scenarios you might want to consider as you think ahead to the next chapter. Schedule your January visit with our team of fiduciary advisors now at www.MattsonFinancial.com.
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    49 mins
  • Resolution Rebound: What Concerns Retirees the Most About 2026

    Resolution Rebound: What Concerns Retirees the Most About 2026
    Jan 2 2026
    Happy New Year! The changing of the calendar can bring excitement, but also some nervousness about what's ahead. And a new survey sheds some light on what's most concerning to retirees as we head into the new year. This week, Laurel Steward and Gerald Green of Mattson FInancial Services discuss the biggest concerns and how to start setting some realistic goals for your retirement. Find a few minutes to schedule your new year retirement check-up at www.MattsonFinancial.com.

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    48 mins
  • Why a 2.8% Social Security COLA Won't Cut It

    Why a 2.8% Social Security COLA Won't Cut It
    Dec 25 2025
    A 2.8% cost-of-living adjustment for 2026 sounds helpful, but for many retirees, it may still fall short. On this week's episode, Laurel Steward and Gerald Green of Mattson Financial Services break down why the latest Social Security COLA may not keep pace with the expenses that matter most to baby boomers, including healthcare, Medicare premiums, and everyday essentials. We’ll also discuss practical steps you can take to protect your purchasing power, whether you’re already retired or planning to claim benefits soon.

    Find out how to build a plan that keeps up with your real cost of living. Schedule a chat now at www.MattsonFinancial.com.
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    43 mins
  • The GoFundMe Retirement Crisis

    The GoFundMe Retirement Crisis
    Dec 18 2025
    Did you hear about the 88-year-old Michigan man who's finally able to retire thanks to the kindness of strangers? After a social media influencer helped launch a GoFundMe campaign, Ed Bambas' story went viral, shining a light on what can happen when retirement planning falls short.

    On this week's episode of "Money Mentors," Taylor Steward and Riley Ruff of Mattson Financial Services break down Ed’s journey, why he ended up working well past traditional retirement age, and the planning mistakes many of us make. Most importantly, they share practical steps you can take now to avoid a similar situation. Need help building a retirement plan you can rely on? Connect with our team at MattsonFinancial.com.
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    50 mins
  • A Reality Check on Crypto: What Market Volatility Is Telling Us

    A Reality Check on Crypto: What Market Volatility Is Telling Us
    Dec 11 2025
    Crypto is sliding - and it’s a reminder that not every hot investment belongs in a retirement portfolio. This week, Laurel & Taylor Steward of Mattson Financial Services break down what the recent crypto drop means for long-term investors and how to stay steady in a volatile 2025 market. Need a second opinion on your strategy? Schedule a chat now at www.MattsonFinancial.com.
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    49 mins