If You’re a Smart Investor, Do You Really Need a Financial Advisor
Mondays With Matt Podcast
by Matt Starke
2d ago
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401 ..read more
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Social Security Claiming Tips for Diverse Family Situations
Mondays With Matt Podcast
by Matt Starke
3w ago
Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, can impact when and how to claim Social Security benefits to maximize your retirement income.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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The Snowbird Retirement: Is a Seasonal Move Right for You?
Mondays With Matt Podcast
by Matt Starke
1M ago
Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Transform Your Money Mindset in 30 Days- 2025 Method (Part 2)
Mondays With Matt Podcast
by Matt Starke
1M ago
Today, we’re back to continue unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Transform Your Money Mindset in 30 Days- 2025 Method (Part 1)
Mondays With Matt Podcast
by Matt Starke
2M ago
Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort. Be sure to tune back for part 2 of this conversation in a few weeks!   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Don’t Blow Your Bonus! Smart Ways to Use a Lump Sum Payout
Mondays With Matt Podcast
by Matt Starke
2M ago
Whether you’re anticipating a year-end bonus this December, recently received an inheritance, or even won the lottery (hey, we’re all allowed to dream), figuring out what to do with a large financial windfall can feel overwhelming. No matter how you’ve come into this newfound wealth, it’s important to approach it thoughtfully.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
Mondays With Matt Podcast
by Matt Starke
3M ago
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Mondays With Matt Podcast
by Matt Starke
3M ago
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Happening Now: Current Economic Issues and Other 4th Quarter Items
Mondays With Matt Podcast
by Matt Starke
4M ago
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949 ..read more
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Retirees In Their 70s Regret These 5 Things
Mondays With Matt Podcast
by Matt Starke
5M ago
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 ..read more
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