Michelle Matson
  • Female
  • Mason, OH
  • United States
  • Vice President, Matson Money
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Michelle Matson posted a blog post

Changes to Take-Home Pay Highlight Need for Savvy Saving

Most Americans are going to see some kind of decrease to their take-home pay following the political wrangling over the fiscal cliff that ushered in the New Year. No matter which way you lean politically, putting less money in your bank account on a regular basis stings. The question is: Will people make different financial decisions because of it and what are the long-term effects of those choices? And, does it put their retirement future in jeopardy?  This kind of change in our deductions is…See More
Jan 22
Ann B Ruane liked Michelle Matson's blog post Being a Super Hero for Your Clients
Jan 12
Michelle Matson liked Amy Mcilwain's blog post 13 Powerful Social Media Stats & Trends to Know for 2013
Jan 8
Michelle Matson posted a blog post

What Election Day Means for Your Financial Future

What does the result of the 2012 presidential election have to do with your financial security? The candidates and special interest groups are all trying to tell you how the election will affect your future both financially and socially for years to come.Chances are you know who you are going to vote for and you have multiple reasons why it’s the right choice for you. So, my job here is not to tell you what to do based on the outcome of this election; it is to tell you that this election is…See More
Nov 5, 2012
Michelle Matson posted a blog post

Being a Super Hero for Your Clients

In September, my firm, Matson Money, had the pleasure of hosting an event in Las Vegas for more than 200 financial advisors. The focus of the meeting was “How to Be a Super Hero In the Eyes of Your Clients.” I know it sounds dramatic, but isn’t the whole point of being an advisor to stand up for your clients and do the right thing?If you’re really going to be a hero, you have to help your clients navigate through all of the mixed messages and financial garbage that they are bombarded with every…See More
Oct 5, 2012
Michelle Matson posted a blog post

What (I Hope) Our Summer Vacation Taught Our Kids About Money

As a mother who is a professional in the financial industry, it seems like I should have the “right” answers for how to teach kids to be responsible with money. Yet, I find myself regularly questioning if I’m setting them up for the reality of how money works and how to respect and appreciate it.Earlier this summer, my family took a vacation to Florida. In the several months leading up to the trip, both my husband and I found ourselves giving lectures to our children about how fortunate they…See More
Sep 10, 2012
Barbara A. Lane liked Michelle Matson's blog post Happy (Miss) Independence Day!
Aug 24, 2012
Michelle Matson posted a blog post

Investing Lessons From the Olympics

Last Friday night, I watched the opening ceremonies for the London Olympic Games with my husband. In the spirit of making parallels and analogies (as I frequently enjoy), I have to talk about the diversity of athletes and countries participating in the games.  With 204 nations participating and an estimated 10,500 athletes competing in 302 events in 26 sports – this is major diversification.There are many elements that factor into who will take home the medals, including expectations,…See More
Aug 1, 2012
Michelle Matson posted a blog post

Happy (Miss) Independence Day!

In the spirit of celebrating the privilege of being an American, I’m going to dedicate this post to declaring, fighting for and celebrating independence – specifically financial independence. It’s so easy to get caught up in all of the things that aren’t ideal in our economy that we frequently take for granted, the sheer blessing that it is to be a citizen of this country and the opportunities and freedom that we enjoy as a result.In a similar vein, it is easy as a woman to get caught up in…See More
Jun 29, 2012
Barbara A. Lane liked Michelle Matson's blog post Why Cultural Fads and Investing Don’t Mix
Jun 1, 2012
Michelle Matson posted a blog post

Why Cultural Fads and Investing Don’t Mix

Earlier this year, an investing book was released titled, “How I Beat The Pros At Investing (By Reading Tabloids, Shopping At The Mall, And Connecting On Facebook) And How You Can Too.” Really? In essence, the author asserts that by watching trends in fashion, retail and entertainment that anyone can get rich by purchasing stocks in popular, so-called hot companies. I have to wonder if the author is questioning his philosophy this week.As I am sure you noticed, over the last two weeks it’s been…See More
May 30, 2012
Michelle Matson posted a blog post

How Does Your (Retirement) Garden Grow?

Every spring I delude myself into thinking I’m a gardener. For some reason, every year it seems like a really good idea to plant a bunch of tomatoes, zucchini, and other healthy, earthy things to feed my family. The problem comes with the fact that I don't particularly enjoy the reality of gardening… weeding, bugs, and getting dirty are not high on my list of things I enjoy.Why do I torture myself with this year after year? I love the idea that I can take something from the ground to my table…See More
Apr 29, 2012
Michelle Matson posted a blog post

Spring Into Action and Clean Up Your Finances

Many people treat the spring season as a time to get motivated and start preparing for the nicer weather that’s on the horizon. Most are familiar with the traditional spring cleaning method of opening the windows to air out the house or dusting off the furniture. This season, I challenge you to think outside of the box and consider implementing a spring cleaning approach to your financial well-being. My philosophy toward investing has always been long-term oriented. However, that doesn't imply…See More
Mar 20, 2012
Michelle Matson posted a blog post

There is No Epidural for Investment Risk

There are some things in life that have to be experienced to be fully comprehended. Even the best plans can fly out of the window in the face of those experiences. Investment risk is one of those things. While every investor cognitively knows that risk is inherent, knowing it’s there and actually living with it are two entirely different issues.The analogy that comes to mind for me, as a woman and for any woman who has had a child, is the realities of childbirth. What mother doesn’t love a good…See More
Feb 23, 2012
Amy Griboff liked Michelle Matson's blog post Will You Be Another “Income Gap” Victim in Retirement?
Feb 6, 2012
Michelle Matson posted a blog post

Will You Be Another “Income Gap” Victim in Retirement?

As someone who is always on the lookout for information about women and money, investing, and retirement, I can tell you there is no shortage of articles highlighting the unfairness of the “gender gap”  in income between men and women. The facts of income inequality are a reality. Overall, women make about 80% of what men earn. And, according to a recent Vanguard study, females’ average retirement balance is only about 62% compared to males' balances.Beyond the income gap, another reason for…See More
Jan 20, 2012

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Vice President, Matson Money

Michelle Matson's Blog

Changes to Take-Home Pay Highlight Need for Savvy Saving

Posted on January 22, 2013 at 1:17pm 0 Comments

Most Americans are going to see some kind of decrease to their take-home pay following the political wrangling over the fiscal cliff that ushered in the New Year. No matter which way you lean politically, putting less money in your bank account on a regular basis stings. The question is: Will people make different financial decisions because of it and what are the long-term effects of those choices? And, does it put their retirement future in jeopardy?  

This kind of change in our…

Continue

What Election Day Means for Your Financial Future

Posted on November 5, 2012 at 11:18am 0 Comments

What does the result of the 2012 presidential election have to do with your financial security? The candidates and special interest groups are all trying to tell you how the election will affect your future both financially and socially for years to come.

Chances are you know who you are going to vote for and you have multiple reasons why it’s the right choice for you. So, my job here is not to tell you what to do based on the outcome of this election; it is to tell you that this…

Continue

Being a Super Hero for Your Clients

Posted on October 5, 2012 at 12:42pm 0 Comments

In September, my firm, Matson Money, had the pleasure of hosting an event in Las Vegas for more than 200 financial advisors. The focus of the meeting was “How to Be a Super Hero In the Eyes of Your Clients.” I know it sounds dramatic, but isn’t the whole point of being an advisor to stand up for your clients and do the right thing?

If you’re really going to be a hero, you have to help your clients navigate through all of the mixed messages and financial garbage that they are bombarded…

Continue

What (I Hope) Our Summer Vacation Taught Our Kids About Money

Posted on September 10, 2012 at 11:04am 0 Comments

As a mother who is a professional in the financial industry, it seems like I should have the “right” answers for how to teach kids to be responsible with money. Yet, I find myself regularly questioning if I’m setting them up for the reality of how money works and how to respect and appreciate it.

Earlier this summer, my family took a vacation to Florida. In the several months leading up to the trip, both my husband and I found ourselves giving lectures to our children about how…

Continue

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