Mondays With Matt Podcast

Easy Fixes For Monthly Spending

We spend a few minutes on some things to consider when trying to keep the monthly spending under control as we near or enter in to retirement.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

4 Milestones That Say You’re Ready For Retirement

A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them. Matt gives us his take on this as well a few others to consider.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Traditional IRA vs. Roth IRA

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

This Memorial Day Weekend Unlike Any Other

Our intentions this week were to discuss strategies that just don't work. But with Memorial Day upon us we talk about what is happening to our nation and try to remember what Memorial day stands for. We also answer an email questions about mutual funds.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Things To Consider During Down Market

If it works within your plan, could this be a good time to invest more money in the market? Would a Roth conversion make sense during this crisis? Matt and Marc will discuss this week on the show.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

The CARES Act

We talked last time about the Coronavirus and the general impact it has had on every day life. Congress recently passed the CARES Act to try and help alleviate some of the financial impacts. Matt will discuss some of the main points of this new bill.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Coronavirus Update

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Matt will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your financial plan.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

What’s Your Desire To Retire?

Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process...
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949