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, Matthew Finley, CFP®. Together they tackle some of the most pressing investment FAQs they’ve received from clients. You’ll gain insights into how economic changes and market trends impact personal finance decisions.

Whether you’re looking to maximize returns or reduce financial risks, this episode offers practical answers to guide you through common investment dilemmas.

They Discuss:

• Relevant strategies for rolling over a maturing CD and alternative options.
• Whether to pay cash or take out a loan for buying a home in the current financial climate.
• The implications of investing a large inheritance.
• How the upcoming election could potentially influence your investment portfolio
• And more!

Resources for Investment FAQs Answered:

• Election Year Investing: What Investors Need to Know for 2024
• Investing At All-Time Highs

Listen 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 succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.