Episodes
177
Latest episode
Jun 2026
Language
EN
Financial and retirement planning guidance from Matt Starke, of Great Lakes Retirement Solutions in Saginaw, Michigan.
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement? Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
If you want unfiltered financial advice, don’t just read a book — scroll the comments. Spend five minutes on Reddit or YouTube, and you’ll find people being brutally honest about what they wish they had done differently with money. Today, we’re pulling from some of those real conversations and breaking down the lessons behind them. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
For most people, financial planning isn't really about spreadsheets or market returns. It's about the people you love. It's about making sure that if something happens (expected or not), the people who depend on you are taken care of. Today we're talking about what it looks like to provide financial protection for your family. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
We got a great question from a listener: "My investments didn't do as well in the last 12 months as the overall market has done. Should I be re-evaluating my advisor based on this lack of performance?" It’s a question a lot of people ask at some point in their investing lives. Let’s break it down on today’s episode. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it. It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
This week on Mondays with Matt, listener questions take center stage as Matt tackles what to do with extra cash flow after paying off a mortgage and how to put that money to work. He also breaks down the tax implications of inheriting an IRA, including the 10-year withdrawal rule and strategies to help minimize the tax hit. Tune in and see what you can learn today! Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
One of the most important retirement decisions doesn’t show up on your paycheck. It shows up in how your contributions are taxed. That’s exactly what prompted a question we recently received… Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949
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