Mondays With Matt Podcast

A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor? Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Matt 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

Are you telling yourself financial lies? Discover some top lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned! Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’re back to discuss a few more examples. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Join us as we talk about them in today's episode! Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. From the persistent gender pay gap to the impact of caregiving responsibilities and higher debt burdens, this is why retirement planning is different for women. Episode Resources: Gender pay gap- Pew Research Center https://www.pewresearch.org/social-trends/2023/03/01/the-enduring-grip-of-the-gender-pay-gap/ Women's life expectancy- National Center of Biotechnology Information https://pubmed.ncbi.nlm.nih.gov/23331196/ Women's debt- T. Rowe Price Insights https://pubmed.ncbi.nlm.nih.gov/23331196/ Women's retirement confidence- BMO Finance Group https://pubmed.ncbi.nlm.nih.gov/23331196/ Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

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