The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 13: Building Roots: A Passion for Legacy with Matthew Finley, CFP®

MWA Ep. 13: A Passion for Legacy with Matthew Finley, CFP®

Matthew Finley, CFP® on how a background in microbiology revolutionize financial advising. Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful…

By Emily Peterson
April 11, 2024

2 Min Read
Photograph of a family all putting money in the piggy bank to give visual how important it is to use strategies to maximize your 401(k) as soon as possible.

7 Expert Strategies to Maximize Your 401(k)

Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially, when it come to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…

By Emily Peterson
April 4, 2024

4 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 12: RSU Mistakes to Avoid

MWA Ep. 12: RSU Mistakes to Avoid (Part 3)

Could you be avoiding common RSU mistakes? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a…

By Emily Peterson
March 28, 2024

2 Min Read
A photograph of a person with a pen sitting at a desk looking over the unique benefits in their MedTech job package.

MedTech Industry Benefits & Personal Finances

The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…

By Emily Peterson
March 21, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 11: Important Tax Planning Numbers for 2024

MWA Ep. 11: Important Tax Planning Numbers for 2024

Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…

By Emily Peterson
March 14, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Nelson with Financial Advisor Q & A for MedTech Professionals with Matt Nelson, CFP®, AIF®, ECA to highlight content.

Looking For a Financial Advisor for MedTech Professionals?

Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…

By Matthew Nelson
March 7, 2024

10 Min Read
A photogrpaph of two MedTech Professionals analyzing their plans to illustrate the unique approach Perspective 6 Group takes when working with industry professionals.

Financial Advisory for MedTech: A Unique Approach

What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…

By Emily Peterson
February 29, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 10: How to Transform RSUs into Wealth

MWA Ep. 10: How to Transform RSUs into Wealth (Part 2)

Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of…

By Emily Peterson
February 22, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Finley with Market Updates on the S&P 5000! From the desk of Matthew Finley, CFP® text to highlight the blog post.

S&P 5000! What’s Next?

Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…

By Matthew Finley
February 15, 2024

3 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 9: 2024 Market Outlook

MWA Ep.9: 2024 Market Outlook

What does the 2024 economic forecast mean for your financial future?  Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…

By Emily Peterson
February 8, 2024

2 Min Read