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
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 Matthew Nelson
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
Photograph of Partner, Matthew Finley, standing down the hall in a doorway with Perspective 6 Group's logo on the wall in the foreground to illustrate the journey of Perspective 6 Group.

The Journey of Perspective 6 Group

Let’s take a dive into the roots and journey of Perspective 6 Group. Including its evolution, the team behind its success, and the principles steering its course. The Beginning: A Transition from Solo to Group 2006…

By Emily Peterson
February 1, 2024

3 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 8: How Do RSUs & Restricted Stock Work?

MWA Ep. 8: How Do RSUs & Restricted Stock Work? (Part 1)

Have you been offered stock options at your company, but aren’t sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matt Nelson and Jacob LaRue in this…

By Emily Peterson
January 25, 2024

2 Min Read
Photograph of a man and woman looking at documents with a gavel to illustrate the passing of the Secure Act 2.0.

Secure Act 2.0: Catch-up Contribution Rules

What is the Secure Act 2.0? The Secure Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within Secure Act 2.0 there are a variety of changes coming…

By Jacob LaRue
January 18, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 7: How to Master ESPPs

MWA Ep. 7: How to Master ESPPs

Are you making the most of Employee Stock Purchase Plans (ESPPs)?  From the intriguing to unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds…

By Emily Peterson
January 11, 2024

2 Min Read
Graphic of text reading Key Retirement Plan Contribution Limits 2024. With a list of general retirement plans: 401k/403b/457, Traditional IRA, Roth IRA, Simple IRA, Sep IRA, and HSA.

Key Retirement Plan Contribution Limits for 2024

With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…

By Jacob LaRue
January 4, 2024

2 Min Read