Mondays With Matt Podcast

I’m 62: Should I File For Social Security Or Wait?

Turning 62 might not feel like a milestone birthday… until you realize the Social Security clock just started ticking. Filing now could put money in your pocket sooner or cost you tens of thousands over a lifetime. How do you pick the right strategy? Let’s break down how to think through one of the biggest retirement decisions you’ll ever make.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Your First Christmas in Retirement

You’ve heard of Baby’s First Christmas, but what about Retiree’s First Christmas? Your first holiday season after leaving the workforce is a milestone all its own. The schedule, the spending, the traditions… everything feels a little different. On this episode, we’ll talk about what to expect and how to navigate the differences this year and beyond.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

The 5 Retirement Questions Smart People Ask

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Do Your Feelings Belong in Your Financial Plan?

Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Two Advisors, Twice the Confusion?

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

October is Financial Planning Month: Here’s Your Checklist

October is known for cooler weather, pumpkins, and Halloween. But did you know it’s also Financial Planning Month? While it might not come with costumes or candy, it’s a perfect reminder to pause, take stock, and be intentional with your money.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

What If You Fall Short Of Your Retirement Savings Goal?

Today’s listener question gets right to the heart of retirement planning: how much is enough? They’ve saved a lot, but not quite what they hoped. So can they still retire comfortably, or is that magic number just out of reach?
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

The 5 Must-Do’s In Year One of Retirement

Well, you’re retired. Now what? Some people subscribe to the “first year rule” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Inflation Is Still Wrecking Retirement Confidence

Inflation may not be in the headlines like it was in 2022, but for most Americans, it’s still public enemy number one when it comes to saving for retirement. A new Schwab survey reveals just how many people still feel unprepared and how that affects their confidence in their financial future.
Schwab Survey:
https://www.usatoday.com/story/money/personalfinance/2025/07/29/inflation-retirement-savings-survey/85413630007/
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Back To School Retirement Planning Quiz

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.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949