Mondays With Matt Podcast

As we approach the end of 2021, it's time to look ahead to next year. Let's go over some of the top financial resolutions that you should be making for 2022.

Links & Show Notes:

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

Call: 989-401-2949

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.

Links & Show Notes:

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

Call: 989-401-2949

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.

Links & Show Notes:

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

Call: 989-401-2949

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.

Links & Show Notes:

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

Call: 989-401-2949

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.

Links & Show Notes:

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

Call: 989-401-2949

If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.

Links & Show Notes:

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

Call: 989-401-2949

Depending on your answers, the questions we cover on today’s show might raise red flags about your finances.

Links & Show Notes:

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

Call: 989-401-2949

This is our 62nd episode and since it's turning 62, should it file for social security early? We decided to chat about this topic since so many people are unclear about when it's advantageous for them to start taking it.

Links & Show Notes:

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

Call: 989-401-2949

It’s time to peel back the curtain a little bit to learn about your financial advisor.

Links & Show Notes:

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

Call: 989-401-2949

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

Links & Show Notes:

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

Call: 989-401-2949