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. Today we’ll highlight each of these avoidable missteps to make sure you’re maximizing every dollar you contribute.
If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive. Do you know if you will be able to keep all of that money when you leave though? 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.
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.
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In our first episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matthew Finley, CFP® to provide an outlook on the market heading into Spring and evaluate what it could mean for your portfolio.
Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy, or are you leaving money on the table? How can you ensure accurate reporting and avoid costly mistakes? In this episode, Matt Nelson sits down with Conner Kelderman, CPA and founder of Track, to break …
Making informed financial decisions can be the difference between financial stress and financial independence. Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt Nelson and Matthew Finley answer real client questions, addressing topics like maximizing retirement savings, understanding investment strategies, …
In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals. You’ll hear: Reflections on client achievements, including 256 review meetings, …
What drives someone to pack up and move for a career? In this episode of The MedTech Wealth Advisor Podcast, host Matt Nelson introduces listeners to two new team members at Perspective 6 Group, Grace Hennen and Karissa McLaren. Tune in to hear about their unique backgrounds, how they landed in the MedTech financial advising …
How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds (DAFs) might be the key. Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values. They …
Are you making the most of your contributions? 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. The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for …