How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? How Roth IRAs even work? This episode dives deep into the strategic advantages of Roth IRAs and…
By Matthew Nelson
September 12, 2024
Election Year Investing: What Investors Need to Know for 2024
Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…
By Matthew Nelson
June 20, 2024
Investing for Decades Not Days
Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast! Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive…
By Matthew Nelson
April 25, 2024
Financial Freedom vs. Financial Independence
Financial independence does not equal financial freedom. Let’s explore what the difference is between financial independence and financial freedom, as well as three major planning areas. Including, planning to reach financial independence, protecting that independence, and…
By Matthew Nelson
April 18, 2024
7 Expert Strategies to Maximize Your 401(k)
Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially, when it comes to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…
By Matthew Nelson
April 4, 2024
Financial Advisory for MedTech: A Unique Approach
What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…
By Matthew Nelson
February 29, 2024
How to Transform RSUs into Wealth
Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of…
By Matthew Nelson
February 22, 2024
S&P 5000! What’s Next?
Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…
By Matthew Finley
February 15, 2024
2024 Market Outlook
What does the 2024 economic forecast mean for your financial future? Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…
By Matthew Nelson
February 8, 2024
SECURE Act 2.0: Catch-up Contribution Rules
What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…
By Jacob LaRue
January 18, 2024
