Forced Into Retirement Early – Now What?

Forced Into Retirement Early – Now What?

In this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk through key considerations for anyone in a similar situation: how to handle severance and stock options, when (or if) to pay off a mortgage, how to approach early healthcare coverage before Medicare kicks in, and whether finding part-time work or consulting could be part of the solution.

Will Social Security Really Run Out? 2025 Breakdown

Will Social Security Really Run Out? 2025 Breakdown

Lately, we’ve been getting a lot of questions from clients about the future of Social Security- and it’s no surprise. This topic has been making the rounds online, sparking concern and confusion. Will Social Security really run out? To help break it all down, we’re welcoming back Matt Finley, Senior Partner and Financial Advisor at Perspective 6 Group. He’ll explain what’s actually happening with Social Security, what could change, and why most people won’t see their benefits disappear- even in the face of funding shortfalls projected for 2032.

5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan

5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan

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.

How to KEEP the Full Company Contributions in Your Medtronic 401K Plan

How to KEEP the Full Company Contributions in Your Medtronic 401K Plan

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.

Your Medtronic 401k Plan Company Contributions Explained

Your Medtronic 401k Plan Company Contributions Explained

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.

What Should Investors Expect From the Market in 2025?

What Should Investors Expect From the Market in 2025?

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.

Tax Filing 101 for Stock Compensation Holders (Ep. 32)

Tax Filing 101 for Stock Compensation Holders (Ep. 32)

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 …

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Financial Planning Q&A (Ep. 31)

Financial Planning Q&A (Ep. 31)

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, …

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2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

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, …

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