Mondays With Matt Podcast

5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

Beneficiaries are an important part of a well-thought-out retirement plan. While it may seem like naming beneficiaries is a simple task, there are some areas in this process that are easy to overlook, which could cause major complications down the road. In this episode, we’ll address five common beneficiary mistakes. We’ll bring these mistakes to your attention and explain why these could damage your retirement if you’re not careful.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Rookie Mistakes Even Experienced Investors Make

Even if you're a seasoned investor, it can be easy to make rookie mistakes. In this episode, we'll delve into the top 5 mistakes that we see people make and offer practical tips to avoid them. Whether you're investing in something without a clear purpose, underestimating the level of risk involved, or following "hot tips," these common pitfalls can have detrimental effects on your portfolio. By tuning in, you'll gain valuable insights on investing that can help you make more informed financial decisions.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 2

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

A Comprehensive Dismantling Of 2023’s Top Social Security Myths, Part 1

Social Security is often misunderstood and ill-planned for, costing lost opportunities for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Should An Advisor Tailor A Plan To Fit Your Personality?

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? In this episode, we'll tackle the question of whether an advisor should tailor a plan to fit your personality. We'll discuss the pros and cons of different approaches and explore how understanding your financial personality can help you make more informed decisions.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Moving Your Retirement Goalposts: Is It Worth The Risk?

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Top Tax Tips For Retirees

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Goals For The Year: Financial, Business and Personal Goals For 2023

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

2023 Edition: 10 Point Checklist For Retirement Preparedness

It's time to make sure your bases are covered and you're ready for the light at the end of the tunnel: Retirement. In this episode, we will discuss 10 points to help determine your retirement readiness.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949