Mondays With Matt Podcast

Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Don’t Fumble Your Retirement In The Financial Red Zone

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Links & Show Notes:
Forbes Article: https://www.forbes.com/advisor/retirement/great-resignation/
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

5 Signs You’re In Good Financial Health

If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

22 Money Resolutions For 2022

As we approach the end of 2021, it's time to look ahead to next year. Let's go over some of the top financial resolutions that you should be making for 2022.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Living The Dream: Planning The Non-Financial Retirement Stuff

Before you can live the retirement dream, you have to figure out what the dream looks like in the first place. Let’s talk about some of the things you need to dream about.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Tax Consequences: Pros & Cons of Various Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949

Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949