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Aug 10, 2020

The U.S. just recorded its worst economic slide since World War II, but how’s your personal economy holding up in 2020? Gary & Laurel add some perspective to the headlines. Plus, is retirement planning easier for high-income earners? Maybe not!  Schedule a call to go over your questions at

Aug 3, 2020

“What would a Biden presidency mean for my retirement?” It’s a common question we’re getting at Mattson Financial Services right now…so this week Gary & Gerald discuss some of the Democratic presidential candidate’s policies and how that could affect your taxes. Plus, how can you protect your personal...

Jul 27, 2020

What will health care really cost you in retirement? The National Bureau of Economic Research put a number to it…we’ll tell you what it is! Plus, we’ll tell you what shoe shopping has to do with your retirement planning.  Drop us an e-mail with questions for your Money Mentors at 

Jul 20, 2020

A new study says due to the pandemic, the average person now forgets what day it is at least 5 times per week! Gary & Laurel discuss why that’s always been an issue for retirees, and how to plan for all that free time when you stop working. Plus, pension problems are growing worse, so what should you do if you’re...

Jul 13, 2020

Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! Gerald & Taylor discuss how you can set up a Bonilla-style income plan for your retirement. Plus, with interest rates so low…how can you still get the income you need for retirement without...