The kids may be heading back to class, but it’s not a bad time for adults to hit the books too, especially when it comes to retirement. So, let’s test your knowledge with a quick financial pop quiz and see how ready you really are.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Just because something used to be true doesn’t mean it still is, especially in retirement planning. In 2025, rising interest rates, tax uncertainty, and longer retirements mean it’s time to rethink some of the old advice. These seven assumptions sound smart at first… but they could quietly hurt your plan if you’re not careful.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Markets crash. Taxes shift. Congress waffles on Social Security. You can’t control any of that. And stressing over it won’t help. What will? Focusing on the four things that actually move the needle in retirement.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Have you ever been asked by a friend or family member to borrow money? You want to help, but you also don't want to worry about what could go wrong. It’s a common dilemma, and in today’s episode, Matt tackles the tough question: Should you lend money to a loved one?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything — right now. But what should you actually do when your portfolio takes a hit?

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves.

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Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949