The One Big Beautiful Bill Breakdown

    A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). While most headlines are focused on the politics, we’re zeroing in on what it means if you’re retired, a business owner, have stock compensation, or are thinking about estate planning. The decisions you make in the next year or two could significantly affect how much of your wealth you keep and how much goes to Uncle Sam.

    By Matthew Nelson
    July 24, 2025

    2 Min Read

    You Just Got Some RSUs – Now What?

    In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, “What now?” Matt walks through three key questions that will help you move forward with confidence.

    By Matthew Nelson
    July 17, 2025

    2 Min Read

    Roth 401k: Smart Moves You’re Missing

    Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how to contribute to a Roth 401k through your employer plan.

    By Matthew Nelson
    May 8, 2025

    2 Min Read

    Forced Into Retirement Early – Now What?

    In this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk through key considerations for anyone in a similar situation: how to handle severance and stock options, when (or if) to pay off a mortgage, how to approach early healthcare coverage before Medicare kicks in, and whether finding part-time work or consulting could be part of the solution.

    By Matthew Nelson
    April 24, 2025

    2 Min Read
    Image of Partner and Financial Advisor Mattew Nelson with Financial Advisor Q & A for Medtronic Employees and Executives with Matt Nelson, CFP®, AIF®, ECA to highlight content.

    Financial Planning for Medtronic Employees and Executives

    Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…

    By Matthew Nelson
    April 11, 2025

    10 Min Read

    Will Social Security Really Run Out?

    Lately, we’ve been getting a lot of questions from clients about the future of Social Security- and it’s no surprise. This topic has been making the rounds online, sparking concern and confusion. Will Social Security really run out? To help break it all down, we’re welcoming back Matt Finley, Senior Partner and Financial Advisor at Perspective 6 Group. He’ll explain what’s actually happening with Social Security, what could change, and why most people won’t see their benefits disappear- even in the face of funding shortfalls projected for 2032.

    By Matthew Nelson
    April 10, 2025

    2 Min Read
    Medtronic Retirement Savings Plan

    5 Mistakes You Are Making In Your Medtronic Retirement Savings Plan

    If you’re participating in the Medtronic Retirement Savings and Investment Plan, you already understand its value, but are you using it as effectively as possible? Unfortunately, we see some simple mistakes that can easily be avoided. To-day we’ll highlight each of these avoidable missteps to make sure you’re maximizing every dollar you contribute.

    By Matthew Nelson
    April 3, 2025

    2 Min Read
    Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating ESPPs in green cursive and A Comprehensive Guide to Making Use of Your Company's ESPP in bold white capitals.

    ESPPs: A Comprehensive Guide

    Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…

    By Matthew Nelson
    March 31, 2025

    2 Min Read