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
2025 Market Outlook: Insights on Navigating Volatility
The year’s final “Santa Rally” hasn’t aligned with past patterns, but this isn’t surprising. Markets don’t adhere to calendars or historical events. While trends and historical data hold value in analysis, the movement of stocks operates…
By Matthew Finley
January 9, 2025
New Inherited IRA Rules 2025
The long overdue final rules and regulations for those who have inherited IRA funds post January 1st, 2020, have now been released by the IRS. These finalized regulations are intended to provide more clarity to what…
By Jacob LaRue
December 26, 2024
2024 Year in Review: Client Successes & 2025 Market Insights
Listen to 2024 Year in Review: Client Successes, and 2025 Market Insights! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review 2024 for Perspective 6 Group. They…
By Emily Peterson
December 19, 2024
Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
December 12, 2024
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 2024
Estate Planning: Beyond the Basics with Jen Santini
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D.…
By Emily Peterson
June 27, 2024
Fundamentals of Estate Planning with Jen Santini
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with professional guidance on this episode of the MedTech Wealth…
By Emily Peterson
June 13, 2024
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
April 18, 2024
Financial Freedom vs. Financial Independence
Financial independence does not equal financial freedom. Let’s explore what the difference is between financial independence and financial freedom. As well as three major planning areas for professionals in the MedTech industry. Including, planning to reach…
By Emily Peterson
April 18, 2024
