Money Mentors
Money Mentors
Laurel Steward
Retirement Regrets & Roth Opportunities
43 minutes Posted Jul 30, 2026 at 10:00 am.
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Show notes
Retirement isn't just about saving enough - it's about making smart decisions along the way. In this episode, Gary Mattson and Laurel Steward of Mattson Financial Services answer questions many retirees and pre-retirees are asking:
  • Is a Roth conversion right for me?
  • Should couples retire together or separately?
  • What's really happening with AI stocks and the "Magnificent 7"?
  • How do I know when I'm truly ready to retire?
We'll also cover the practical side of retirement - from Medicare and income planning to creating a strategy that gives you confidence through every stage of retirement. Have retirement questions? Connect now with our team in West Michigan at www.MattsonFinancial.com.