October 2024 – MedTech Wealth Advisor

How Much Life Insurance Do I Need? (Ep. 26)

By Perspective 6 Group | October 24, 2024

Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future.

And the golden question is: How much life insurance is enough?

We’ve got the answer this week on The MedTech Wealth Advisor Podcast. Matt Nelson and Jacob LaRue talk about how to determine the appropriate amount of life insurance coverage to meet your needs.

They guide you through the purpose of life insurance, the various frameworks to determine the necessary coverage for you, and how to select the right type of policies based on individual needs.

They discuss:

The purpose of life insurance and its role in financial planning
Different frameworks for calculating the necessary amount of coverage
The distinction between group and personal life insurance policies
How to tailor life insurance plans to unique family and financial situations.
And more!

Resources:

What Issues Should I Consider When Purchasing a Life Insurance Policy

Connect with Matt Nelson:

Connect with Jacob LaRue:

Connect with Perspective 6 Group:     

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Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)

By Perspective 6 Group | October 10, 2024

Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind.

In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group, Matthew Finley, CFP®. Together they tackle some of the most pressing financial questions they’ve received from clients. You’ll gain insights into how economic changes and market trends impact personal finance decisions.

Whether you’re looking to maximize returns or reduce financial risks, this episode offers practical answers to guide you through common investment dilemmas.