Mondays With Matt Podcast

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

This week let's dive into RMDs and clear up some common questions.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

On this episode, we’ll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949