If you're already in goal setting mode for 2025, this week's episode is for you. Laurel & Taylor Steward of Mattson Financial Services discuss some of the changes the IRS has announced for tax and retirement planning purposes for the new year that may benefit you - including a 'super' catch-up contribution for some retirement savers. Plus, we'll discuss the steps you might want to consider if you think you've already met your retirement goals. Go ahead and schedule your new year retirement check up now at www.MattsonFinancial.com. 

2024 is quickly coming to a close, but there's still time to make a few financial changes. On this week's episode, Laurel & Taylor Steward of Mattson Financial Services walk you through some financial steps you might want to take to finish strong - and set yourself up for a better 2025. Need a year-end retirement check-up? Set up a quick chat now at www.MattsonFinancial.com. 

The FTC has a new rule to make it easier for consumers to cancel recurring subscriptions and memberships called 'Click-to-Cancel.' But how hard is it to cancel a financial service, product - or even advisor relationship - that's not working for you? Laurel & Taylor Steward of Mattson Financial Services discuss that on this week's episode. Plus, we'll dive into ways you might save by canceling a few services on a regular basis. Need a second opinion on something you've been sold? Connect for a chat at www.MattsonFinancial.com. 

A new international survey gives The United States a C+ grade for its retirement system. But Gerald Green and Marcus Grost, your Money Mentors at Mattson Financial Services, take issue with some of the survey's rankings. Find out why on this week's episode, and discover how you can take advantage of what the U.S. retirement system has to offer. Need help navigating decisions on things like Social Security and Medicare? Schedule a chat now at www.MattsonFinancial.com. 

While your Money Mentors at Mattson Financial Services have been through retirement hundreds of times through their clients, we know that for you - it's likely the first, and only time you'll ever go through it. So this week, Laurel Steward and Corey Davis explore the 7 challenges you may run into over the first 10 years of retirement, and how to navigate each one. Here's the good news: you don't have to go it alone. Reach out now for a complimentary retirement check-up at www.MattsonFinancial.com. 

A new survey finds most Americans fear retirement more than they fear - dying! On this week's episode, your Money Mentors Laurel Steward and Marcus Grost of Mattson Financial Services discuss why so many people are scared of retirement, as well as the steps to take to overcome that fear. We'll also dive into one of the options you may have during Open Enrollment at your workplace that can help with future retirement health care costs - and save you in taxes. Schedule your year-end retirement check-up now at www.MattsonFinancial.com. 

Whether you've lost a spouse, you never got married or perhaps you're divorced, this week's episode is for you. Our case study with your Money Mentors, Laurel & Taylor Steward, focuses on a hypothetical scenario of someone approaching retirement solo - and how that affects the planning process. Good news: you don't have to go it alone in retirement. Sign up now for your complimentary review at www.MattsonFinancial.com. 

Just like a football game, the 4th quarter is very important when it comes to whether you 'win or lose' the year financially. This week, Laurel & Taylor Steward of Mattson Financial Services discuss the 4th quarter plays you may want to consider in 2024. We'll also dive into the surprises people find in their first year of retirement. See if you're prepared! Schedule a year-end retirement check-up now at www.MattsonFinancial.com. 

Every few months, Congress has to race to avoid a government shutdown as lawmakers fail to reach a deal on a new spending plan. But this kicking the can down the road will likely have an impact on all of us as taxpayers in the future. On this week's episode with Gerald Green and Marcus Grost, we'll discuss what it might mean for you & your family. Plus, we dive into the immediate impact of the recent Fed rate cut on your savings options. Need a year-end financial review? Schedule a chat now at www.MattsonFinancial.com. 

After more than three decades of helping people retire successfully, Mattson Financial Services founder Gary Mattson has finally put that experience on paper. This week, learn about his new book, "What Your Parents Never Told You About Money," and how you can get your hands on one of the first copies. Or buy your copy here: https://www.amazon.com/What-Parents-Never-About-Money/dp/B0D8KDSHKX