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
Can You Build a Tax-Free Retirement Fund with an HSA?
Are Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? Today, Matt and Jacob will explain why HSAs can be one of the most powerful tools for long-term, tax-advantaged growth and why using it wisely takes more than maxing out your contributions.
By Emily Peterson
April 17, 2025
Financial Planning for Medtronic Employees and Executives
Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…
By Matthew Nelson
April 11, 2025
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
Tariffs Explained: The Good, Bad, and What’s Next
If you’ve been following recent economic news, you have questions and no doubt concerns over the recent tariff turf war and for good reason! What are they? How do they work? And more importantly, how do…
By Matthew Finley
April 9, 2025
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
ESPPs: A Comprehensive Guide
Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…
By Matthew Nelson
March 31, 2025
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
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
Tax Reporting for Stock Compensation
Managing stock compensation and tax reporting can feel overwhelming, but with the right guidance, it becomes manageable. This guide will walk you through the process step by step, helping you gather necessary forms, understand their purpose,…
By Matthew Nelson
March 20, 2025
