Young Careers in Financial Advising
Listen to Young Careers in Financial Advising! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW What drives someone to pack up and move for a career? In this episode of The MedTech Wealth Advisor Podcast, host Matt…
By Matthew Nelson
December 5, 2024
The Power of Donor-Advised Funds for Charitable Giving
Listen to The Power of Donor-Advised Funds for Charitable Giving! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds for charitable giving (DAFs) might be…
By Matthew Nelson
November 21, 2024
2024 Post Election Follow-Up
Election Year At-A-Glance Since our June 20th post: “Election Year Investing: What Investors Need to Know for 2024” a lot has happened. We went through the chaos that comes with every campaign season. Including President Biden…
By Matthew Finley
November 14, 2024
The Basics of Charitable Giving: Cash, Stock, IRAs
Are you making the most of your charitable giving? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.…
By Matthew Nelson
November 7, 2024
How Much Life Insurance Do I Need?
Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future. And the golden question is: How much life insurance is enough? We’ve got the answer this week on The…
By Matthew Nelson
October 24, 2024
Investment FAQs Answered
Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group,…
By Matthew Nelson
October 10, 2024
What Are Roth Conversions?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes…
By Matthew Nelson
September 26, 2024
Our Investment Philosophy
We think a lot about portfolios — I mean a lot. It is our job after all. How do we think? What framework do we use to stay focused and provide consistency? With literally 1000s of different strategies, techniques,…
By Matthew Nelson
September 19, 2024
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
Matthew Nelson: The Journey to Financial Advisor
Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…
By Emily Janak
September 5, 2024
