Mondays With Matt Podcast

Financial Planning Considerations When You’re In Between Jobs

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

Tough Topic: Retirement & Divorce

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

Top 5 Important Financial Debates

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

Investor Beware: Spotting Red Flags When Picking An Advisor

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

Countdown To Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Retirement Statistics

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings, if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based off this information.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Common Housing Questions From Retirees

Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Listener Questions - Will One IRA Provide Enough Diversification?

We address some listener questions that have come into the show. We will discuss how long 1.4 million dollars might last in retirement, the ability to diversify in just one IRA, and how to protect yourself from identity theft.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Murky Issues That Make Retirement Planning Harder

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.
Links & Show Notes:
USA Today Article: https://bit.ly/3I02veK
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949