2025 Market Outlook: Insights on Navigating Volatility
The year’s final “Santa Rally” hasn’t aligned with past patterns, but this isn’t surprising. Markets don’t adhere to calendars or historical events. While trends and historical data hold value in analysis, the movement of stocks operates…
By Matthew Finley
January 9, 2025
New Inherited IRA Rules 2025
The long overdue final rules and regulations for those who have inherited IRA funds post January 1st, 2020, have now been released by the IRS. These finalized regulations are intended to provide more clarity to what…
By Jacob LaRue
December 26, 2024
Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
December 12, 2024
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 Emily Peterson
December 5, 2024
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 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 Emily Peterson
November 21, 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 Emily Peterson
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 Emily Peterson
October 24, 2024
Estate Planning: Beyond the Basics with Jen Santini
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D.…
By Emily Peterson
June 27, 2024
Fundamentals of Estate Planning with Jen Santini
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with professional guidance on this episode of the MedTech Wealth…
By Emily Peterson
June 13, 2024
