Shows
Mondays With Matt PodcastShould You Lend Money to Friends or Family?Have you ever been asked by a friend or family member to borrow money? You want to help, but you also don't want to worry about what could go wrong. It’s a common dilemma, and in today’s episode, Matt tackles the tough question: Should you lend money to a loved one?
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2025-05-2916 minMondays With Matt PodcastThe Top 401(k) FAQs In 2024Matt gets a lot of questions about 401ks, and knows they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode.
Contact:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2024-07-2515 minMondays With Matt PodcastMailbag: I’m a Business Owner- How Much Should I Be Saving For Retirement?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
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2023-12-2121 minMondays With Matt PodcastTill Debt Do Us Part: Resolving Financial Sources of Tension Between Couples, Part 2Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we'll explore five more common areas of financial tensions: emergency fund size, charitable contributions, handling inheritances, insurance needs, and financial management style. Stay tuned to learn how advisors like Matt work to resolve conflicts in these areas as they arise.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2023-08-1721 minMondays With Matt PodcastGoals For The Year: Financial, Business and Personal Goals For 2023With 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
2023-01-1916 minMondays With Matt Podcast2023 Edition: 10 Point Checklist For Retirement PreparednessIt'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
2023-01-0522 minMondays With Matt PodcastNaughty Or NiceMakin’ a list and checkin’ it twice! We’ll describe a scenario, you tell us if the financial advisor is being naughty or nice…
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-12-1520 minMondays With Matt PodcastInvestor BiasesThe European Financial Review recently released a study on the ways that investor biases impact their financial behavior and decisions. How have you seen some of these biases manifest themselves in people?
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-12-0121 minMondays With Matt PodcastMaking Smart Decisions During Major Life EventsMajor life events can sometimes be expected or unexpected. Either way, sometimes we make the wrong choices during these events. Let's jump into some smart decisions to make during major life events.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-11-1721 minMondays With Matt PodcastThe Retirement Marathon: Finishing The RaceGetting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-11-0314 minMondays With Matt PodcastCommon Retirement Planning Questions About TaxesAs we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-10-2021 minMondays With Matt PodcastThe Money Gridiron: What Football Teaches Us About Retirement PlanningAt this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-10-0617 minMondays With Matt PodcastCan’t Get No Satisfaction... Or Can You?Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-09-2218 minMondays With Matt PodcastRetirement Planning From A Psychologist’s Point Of ViewWe always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-09-0818 minMondays With Matt PodcastDeep Dive On RMD’sThis week let's dive into RMDs and clear up some common questions.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-08-1821 minMondays With Matt PodcastPlanning For Retirement’s UncertaintiesThere are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2022-08-0418 minMondays With Matt PodcastFinancial Planning Considerations When You’re In Between JobsFinding 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
2022-07-2116 minMondays With Matt PodcastTough Topic: Retirement & DivorceGoing 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
2022-07-0718 minMondays With Matt PodcastTop 5 Important Financial DebatesOn 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
2022-06-2321 minMondays With Matt PodcastInvestor Beware: Spotting Red Flags When Picking An AdvisorOn 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
2022-06-0921 minMondays With Matt PodcastCountdown To RetirementWe’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
2022-05-1917 minMondays With Matt PodcastRetirement StatisticsWe’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
2022-05-0524 minMondays With Matt PodcastCommon Housing Questions From RetireesHousing 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
2022-04-2121 minMondays With Matt PodcastThe Most Important Birthdays In Retirement PlanningThere 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
2022-04-0719 minMondays With Matt PodcastListener 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
2022-03-2419 minMondays With Matt PodcastMurky Issues That Make Retirement Planning HarderThis 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
2022-03-1018 minMondays With Matt PodcastPlanning For Things We Can’t PredictThere 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
2022-02-1720 minMondays With Matt PodcastWho 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
2022-02-0320 minMondays With Matt PodcastDon’t Fumble Your Retirement In The Financial Red ZoneIn 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 conversati...
2022-01-2015 minMondays With Matt PodcastHow “The Great Resignation” Could Impact You Or A Loved One’s RetirementDroves 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
2022-01-0621 minMondays With Matt Podcast5 Signs You’re In Good Financial HealthIf 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
2021-12-1613 minMondays With Matt Podcast22 Money Resolutions For 2022As 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
2021-12-0226 minMondays With Matt PodcastHandling Unreasonable RequestsCertainly, 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
2021-11-1822 minMondays With Matt PodcastLiving The Dream: Planning The Non-Financial Retirement StuffBefore 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
2021-11-0419 minMondays With Matt PodcastTax Consequences: Pros & Cons of Various Account TypesDifferent 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
2021-10-2121 minMondays With Matt PodcastPride Before A Fall: How Overconfidence Can Lead To Financial RuinProverbs 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
2021-10-0718 minMondays With Matt PodcastMind The GapIf you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-09-1621 minMondays With Matt PodcastSpotting Red Flags In Your FinancesDepending on your answers, the questions we cover on today’s show might raise red flags about your finances.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-09-0222 minMondays With Matt PodcastWhen Should You Turn On Social Security?This is our 62nd episode and since it's turning 62, should it file for social security early? We decided to chat about this topic since so many people are unclear about when it's advantageous for them to start taking it.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-08-1918 minMondays With Matt PodcastWhat Makes Your Financial Advisor Tick?It’s time to peel back the curtain a little bit to learn about your financial advisor.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-08-0518 minMondays With Matt Podcast5 Things You Must Know About Decumulation To Retire SuccessfullySo much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatla...
2021-07-2220 minMondays With Matt PodcastFinancial IndependenceOur 4th of July podcast here! Today's episode is all about getting to financial independence and some ways you may be able to get there.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-07-0115 minMondays With Matt PodcastNot Your Father’s RetirementIf you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-06-1718 minMondays With Matt PodcastLearning Through Uncommon SenseAt first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-06-0321 minMondays With Matt PodcastWhat Is Financial Wellness?If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-05-2016 minMondays With Matt PodcastListening To The Money DoctorIf we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-05-0618 minMondays With Matt PodcastWill Rogers’ Retirement AdviceWilliam Rogers was an American stage and film actor, vaudeville performer, cowboy, humorist, newspaper columnist, and social commentator from Oklahoma. Let's see what we can learn from some of his great quotes.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-04-2218 minMondays With Matt PodcastAre You Flirtin’ With Disaster?Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-04-0816 minMondays With Matt PodcastLaunching Your Financial CampaignIf you had to be elected in order to be a financial advisor, what would your platform be to show potential "voters" you would be a good candidate? This week we put Matt in the spotlight for "Financial Czar."
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-03-2520 minMondays With Matt PodcastWhere Crisis & Opportunity MeetGlass half empty, or half full? There are some scenarios that will happen on our way toward, or into retirement. Will you view it as a crisis, or potential opportunity? Let's discuss some of these situations on today's show.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-03-1119 minMondays With Matt PodcastAlternative Investments: Ignore? Or Jump All Over Them?The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-02-2521 minMondays With Matt PodcastHow Women Can Make Sure They’re Involved In Financial DecisionsA recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision-maker. In this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the...
2021-02-1115 minMondays With Matt PodcastMailbag ShowOn this episode, we answer some email questions that have come into the show over the past few weeks. We discuss taking early Social Security, re-investing cash, and much more.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-01-2119 minMondays With Matt PodcastWhat Are The Three Qualities Of Money?If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2021-01-1418 minMondays With Matt PodcastWhat Drives Your Financial Advisor Crazy?No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-12-2320 minMondays With Matt PodcastEnd Of Year Planning TasksLet’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-12-1017 minMondays With Matt PodcastA 5 Question Retirement Preparedness QuizWant to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-11-0521 minMondays With Matt PodcastThe Financial CommandmentsOn this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-10-2221 minMondays With Matt PodcastPredictions & PresidencyThe election looms heavy this year, maybe more than any in recent memory. So today we look at some historical data on how the market performed under different presidents.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-10-0118 minMondays With Matt PodcastThis One Is On The HouseWe get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-09-1721 minMondays With Matt PodcastAre These Rules Full Of Bull?The retirement world is full of retirement rules. Are these rules legit or full of it?
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-09-0318 minMondays With Matt PodcastHere Are Some Easy Ways To Ruin Your RetirementEveryone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up?
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-08-2018 minMondays With Matt PodcastThe Difficulty Of Financial Planning After The Death Of A SpouseIt is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
2020-08-0620 minMondays With Matt PodcastSay One Thing Do AnotherWe’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it...
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-07-1618 minMondays With Matt PodcastEasy Fixes For Monthly SpendingWe 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
2020-07-0217 minMondays With Matt Podcast4 Milestones That Say You’re Ready For RetirementA 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
2020-06-1818 minMondays With Matt PodcastTraditional IRA vs. Roth IRAIt 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
2020-06-0516 minMondays With Matt PodcastThis Memorial Day Weekend Unlike Any OtherOur 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
2020-05-2119 minMondays With Matt PodcastAre 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
2020-05-0720 minMondays With Matt PodcastThings To Consider During Down MarketIf 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
2020-04-2116 minMondays With Matt PodcastThe CARES ActWe 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
2020-04-0326 minMondays With Matt PodcastCoronavirus UpdateThe 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
2020-03-2023 minMondays With Matt PodcastWhat’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
2020-03-0518 minMondays With Matt PodcastHow To Account For Emotions In Your Financial PlanMost 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
2020-02-2020 minMondays With Matt PodcastLies You Learn In Broker SchoolA lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor...
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-01-2317 minMondays With Matt PodcastThe SECURE Act Passed - Now What?After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Matt will hit the main points of this new bill and how it will change retirement planning.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2020-01-0917 minMondays With Matt PodcastFinding Silver Lining In Unfortunate Financial SituationsNot everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-12-1914 minMondays With Matt PodcastSabotaging Your Own RetirementWith all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-12-0520 minMondays With Matt PodcastHow To Live A Retirement Without RegretSimple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-11-2119 minMondays With Matt PodcastThe Variables That Shape Your Retirement PlanIf the variables were the same for everybody, retirement planning would be much simpler. But the fact that everybody is different is what makes it fun. On today’s show, we’ll explain why answers to some of retirement’s critical questions vary from person to person.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-11-0718 minMondays With Matt PodcastWhat Flying Teaches Us About RetirementThere are some important lessons that flying can teach us about retirement planning. So check your luggage, strap in to your seat, and let's take a trip with Matt.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-10-1719 minMondays With Matt PodcastEven Responsible Savers Make MistakesEven for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-10-0315 minMondays With Matt PodcastBusting The Biggest Financial MythsToday’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
Links & Show Notes:
Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/
Call: 989-401-2949
2019-09-1913 minMondays With Matt PodcastIs Playing The Blame Game Holding You Back Financially?Have you ever had financial trouble? We’re not just talking about atrocious situations like going bankrupt. There are also situations that can arise as life goes on such as a divorce, a bad broker, and more. Today we will talk about how to get out of some of these tricky positions and how to regain traction on the right path.
2019-09-0515 minMondays With Matt PodcastExposing 401(k) WeaknessesYour 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)...
2019-08-1516 minMondays With Matt PodcastThe Future Of Automation In The Financial WorldWith the technological strides that are being made in various industries, many jobs are being replaced in favor of automation. Similarly in the financial realm, you might have encountered robo-advisors as an alternative to working with a financial advisor. So this week, we'll take a broad look at how the financial industry may be altered by automation, as well as the benefits of human interaction.
2019-08-0114 minMondays With Matt PodcastWhat Popular Proverbs Teach Us About MoneyThere are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings...
2019-07-1817 minMondays With Matt PodcastHow To Turn Investments Into IncomeA big question for a lot of pre-retirees is: How do we take the money we have saved and turn that into income in retirement to replace our paychecks? We will discuss some basic concepts to help on this week's episode.
2019-07-0315 minMondays With Matt PodcastFish Or Cut Bait – Stuck On Financial DecisionsFor some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait.
2019-06-2017 minMondays With Matt PodcastPlan Your Summer Vacation & Your RetirementIf you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist...
2019-06-0619 minMondays With Matt PodcastDefining The Buzzword “Safe Money”It seems that people have different definitions of “safe money” as it relates to their savings. Let’s discuss some of those varying explanations of the term and why it’s an important conversation for any retiree or pre-retiree to have.
2019-05-1615 minMondays With Matt PodcastWhen Is It “Safe” For You To Retire?We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.
2019-05-0212 minMondays With Matt PodcastThe 6 Things Wasting Away In Your Financial Junk DrawerMost people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.
2019-04-1816 minMondays With Matt PodcastPossible Tax Changes?This week we discuss the new proposed gas tax hike in Michigan as well as political conversations around larger taxes for larger estates.
2019-04-0414 minMondays With Matt PodcastRetirement Planning: When DIY Works (And When It Doesn’t)In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning…
2019-03-2123 minMondays With Matt PodcastThe Upsides And Downsides Of An Informed ConsumerYou want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.
2019-03-0718 minMondays With Matt PodcastEpisode #4: How To Spot A Bad AdvisorHow do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? How can you tell the good ones from the bad ones?
2019-01-0319 minMondays With Matt PodcastEpisode #3: Risk ToleranceAny advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
2018-12-2016 minMondays With Matt PodcastEpisode #2: 5 Hidden Expenses You Need To Know AboutJust because you can’t plainly see all the expenses you’ll incur during the retirement planning process doesn’t mean they aren’t there. Let’s cover 5 important areas where you’ll want to watch for hidden expenses.
2018-10-1819 minMondays With Matt PodcastEpisode #1: Retirement Planning - More Than Just InvestmentsThere’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?
2018-10-0517 min