Mondays With Matt Podcast

Welcome back to part 2 of a conversation that might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like paying off debt early, global diversification, and more. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

We're going to answer some recent listener questions in today's episode. And, for a bit of holiday fun, Matt and Marc reflect on some of their favorite memories of Santa Claus!
Ben, a business owner like Matt, seeks advice on balancing business reinvestment and personal retirement savings. Amy asks about her financial strategy, which involves using debt as a tool to save money for retirement. Stick around to see how Matt answers these questions and more!
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
 
 
 
 
 

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
 

Ever thought that minor tweaks in your financial plan could lead to major wins? It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start...
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touching on the often-overlooked emotional aspects of this pivotal life transition.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Join us for part 2 of this episode series!
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
 
 
 
 
 

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
 

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds.
 
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
 
 

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.
We explore actionable strategies to address these problems, such as the importance of life insurance and the ins and outs of spousal pension continuation. This is the episode for you if you’re concerned with ensuring the financial well-being of your remaining family members and safeguarding your financial future and legacy in the face of loss.
 
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949