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 Emily Peterson
April 24, 2025

2 Min Read

Will Social Security Really Run Out? 2025 Breakdown

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 Emily Peterson
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 Emily Peterson
April 3, 2025

2 Min Read
Portrait of Matt Nelson smiling in the middle with "Medtronic 3 Year Vesting" in the middle left of the frame to illustrate how to keep your Medtronic contributions 401k

How to KEEP Company Contributions in Your Medtronic 401K Plan

If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive, but will you be able to keep all of that money when you leave? If you’re not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually get to keep.

By Emily Peterson
March 27, 2025

2 Min Read
Portrait of Matthew Nelson with the Perspective 6 Group logo in the top left and in the center right it states "Medtronic 401k" with a graphic showcasing the contribution levels.

Your Medtronic 401k Plan Company Contributions Explained

Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to optimize the Medtronic 401K plan so we’re going to give you an advisor’s take on how it works and the settings that every employee should be checking.

By Emily Peterson
March 25, 2025

2 Min Read
Green graphic for What Should Investors Expect from the Market in 2025? with stock market graph behind still portraits of Matthew Nelson, CFP & Matthew Finley, CFP with the heading in the middle in white with a red background reading Market Chaos?

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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Conner Kelderman, CPA for Episode 32: Tax Filing 101 for Stock Compensation Holders

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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 31: Financial Planning Q & A

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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson, Matthew Finley, and Jacob LaRue for Episode 30: 2024 Year in Review: Client Successes, & 2025 Market Insights

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

2 Min Read