MWA Ep. 14: Investing for Decades Not Days

Is your portfolio designed for sustained growth without succumbing to market speculation?

Join us for a compelling episode of The MedTech Wealth Advisor Podcast! Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics often highlighted by the financial media. Discover strategies that could enable stable returns to support your financial future.

Key Highlights for Investing for Decades Not Days:

• Commitment to Long-Term Growth:
  • Leverage the power of compounding returns in robust global economies
• Priority on Liquid Investments:
  • Why Perspective 6 Group focuses on publicly traded investments that offer predictable, consistent returns
• Balanced Alternative Investments:
  • The strategic role of alternatives like private equity and real estate in complementing a strong market foundation
• Weighing Risk and Stability:
  • A look at the risks of speculative assets versus the stability and inflation protection offered by equities
• Informed Portfolio Adjustments:
  • How strategic tweaks during market shifts can enhance long-term outcomes without derailing financial goals
• Customized Retirement Strategies:
  • Tailor retirement plans to meet long-term growth and immediate income needs effectively
• Dispelling Investment Myths:
  • Debunk common myths and highlight the growing importance of technology in investment portfolios

Explore these insights and more to learn about building a resilient investment strategy.

Resources:

Do you have a topic you’d like to learn more about on this podcast? Send us an email at [email protected] to let us know. We look forward to hearing from you!

Read more on Perspective 6 Group’s Investment Philosophy here.

Listen to Investing for Decades Not Days Now!

Apple Podcasts → https://bit.ly/3GGW1Da

Spotify → https://bit.ly/3TofDDW

About Matthew Nelson

Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business successi-on, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.