The Basics of Charitable Giving: Cash, Stock, IRAs (MWA Ep. 27)
Are you making the most of your charitable giving? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.…
2 Min ReadHow Much Life Insurance Do I Need? (MWA Ep. 26)
Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future. And the golden question is: How much life insurance is enough? We’ve got the answer this week on The…
2 Min ReadMWA Ep. 25: 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,…
2 Min ReadMWA Ep. 24: What Are Roth Conversions?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes…
2 Min ReadOur Investment Philosophy
We think a lot about portfolios — I mean a lot. It is our job after all. How do we think? What framework do we use to stay focused and provide consistency? With literally 1000s of different strategies, techniques,…
4 Min ReadMWA Ep. 23: How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? How Roth IRAs even work? This episode dives deep into the strategic advantages of Roth IRAs and…
2 Min ReadMatthew Nelson: The Journey to Financial Advisor
Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…
3 Min Read