Month: December 2023
How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)

How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)

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Ever wondered if your 401(k) could do more?

Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and entrepreneurs, this episode is loaded with insights into optimizing your 401(k) retirement plan.

Key Highlights:

  • Maximizing Contributions: Unearth the secrets to accessing ‘free money’ via employer matches
  • Navigating Contribution Types: Journey through the complexities of different contribution types and how they impact your financial future
  • Balancing for Future Tax Gains: Master the strategy of aligning contributions to reap maximum tax benefits down the line
  • Exploring Employer Matches: Dive into the lesser-known aspects of employer matches and their potential to significantly bolster your retirement savings
  • The Early Bird Advantage: Understand why initiating your 401(k) contributions early can lead to a more prosperous retirement
  • And much more!

 

Resources:

Connect with Matthew Nelson:  

Connect with Perspective 6 Group:  

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Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

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Is there more to wealth than just the digits in your bank account?

Join CERTIFIED FINANCIAL PLANNER™ professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ by aligning your wealth with your core values.

Listen in as Matthew unveils:

  • The difference between financial independence and financial freedom
  • Life’s money stages: enjoying now, planning for surprises, and leaving something behind
  • Discovering the deeper role of a financial advisor beyond merely investments
  • The path to financial independence: income, taxes, and investing. Which is most important?
  • Rethinking retirement: Is it only about the money?
  • Thinking about money, family, and hard conversations while planning your estate
  • And much more!

 

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More