What Should Investors Expect from the Market in 2025?
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In this episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matt Finley, CFP® to provide an outlook on the market heading into spring and evaluate what it could mean for your portfolio.
By Emily Peterson
March 13, 2025
Tax Filing 101 for Stock Compensation Holders
Listen to Tax Filing 101 for Stock Compensation Holders! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy,…
By Emily Peterson
February 6, 2025
Financial Planning Q&A
Listen to Financial Planning Q&A! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt…
By Emily Peterson
January 23, 2025
2024 Year in Review: Client Successes, & 2025 Market Insights
Listen to 2024 Year in Review: Client Successes, and 2025 Market Insights! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review 2024 for Perspective 6 Group. They…
By Emily Peterson
December 19, 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
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
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 Emily Peterson
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 Emily Peterson
September 26, 2024
