Month: December 2024
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)

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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, onboarding 11 new clients, and impactful case studies
  • Effective tax strategies, such as reviewing 143 returns and executing $1.3 million in Roth IRA conversions to secure long-term benefits
  • Estate planning triumphs, including designing strategies to shield millions from taxation for generational wealth
  • Portfolio performance and market strategies, leading to strong returns and reduced internal fees for clients
  • Team growth, innovation, and the use of technology to improve client experiences and streamline operations
  • And more!

Connect with Matt Nelson:    

Connect with Jacob LaRue:

Connect with Perspective 6 Group:       

Connect with Matthew Finley: 

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Young Careers in Financial Advising (Ep. 29)

Young Careers in Financial Advising (Ep. 29)

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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 world, and why they’re both thrilled to join the team. Discover how their experiences shaped their career and life choices.

During the discussion:

  • Karissa shares how her upbringing on a Kentucky cattle farm influenced her passion for finance
  • Grace reflects on how a love for customer service and a passion for mathematics paved her path to financial planning
  • Both discuss the surprises and lessons learned from transitioning from academic financial concepts to real-world application
  • Matt guides a conversation on industry progress and personal insights on how new professionals can push for even more inclusive practices 
  • And more!

Connect with Matt Nelson:    

Connect with Grace Hennen:

Connect with Karissa McLaren:

Connect with Perspective 6 Group:       

About Grace Hennen:

After her graduation from college in 2024, Grace began working with Perspective 6 Group as a Financial Planning Associate. Grace is passionate about financial planning and helping people achieve their goals. As an Financial Planning Associate, Grace will be responsible for ongoing financial planning analysis and research, and portfolio maintenance. In addition, Grace will assist our clients with day-to-day activities such as ensuring our financial planning data is up to date or helping clients with account-related questions. Through her work as an Advisor Support Specialist, Grace is working to gain the skills necessary to become a Financial Advisor.

About Karissa McLaren:

Following her graduation in 2024, Karissa McLaren began working for Perspective 6 Group as an Advisor Support Specialist. During her time in college, she discovered her passion for serving others in various capacities. That passion, coupled with her interest in finance and investments, has led her to a career in financial planning with the aspiration of becoming a licensed Financial Advisor. Karissa looks forward to learning the depths of the industry and forming relationships with clients.

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