Tag: #PersonalFinance
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: 

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Making the Most of MedTech (Ep. 4)

Making the Most of MedTech (Ep. 4)

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The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities?

Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities that come with the MedTech industry. From startup risks to equity compensations, Matt’s insights shed light on maximizing benefits and ensuring long-term financial stability for MedTech professionals.

Throughout the discussion, Matt touches upon:

  • How MedTech professionals can balance their passion with profit
  • What a Mega Backdoor Roth is and how to utilize it to reshape your financial future
  • How professionals can navigate the treacherous waters of high risks to reap those high rewards
  • What strategies you can implement to ensure you’re not putting all your eggs in one risky basket
  • And other invaluable insights!

 

Resources:

Connect with Matt Nelson:

Connect with Perspective 6 Group:

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Crafting Financial Solutions For MedTech Professionals (Ep. 3)

Crafting Financial Solutions For MedTech Professionals (Ep. 3)

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How do MedTech professionals navigate the complex world of financial planning and wealth management? 

In the third episode of The MedTech Wealth Advisor Podcast, host Matthew Nelson dives into what makes his firm unique in catering to the specific needs of those in the MedTech industry.

Throughout the episode, Matt unravels:

  • How operating within Focus Financial enhances freedom and fosters teamwork
  • The driving forces and passion behind specializing in the MedTech industry
  • The firm’s commitment to assisting professionals in “Medical Alley” in making informed and impactful decisions
  • Customized strategies tailored for diverse MedTech professionals
  • And more!

 

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: 

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The Transformation Into Perspective 6 Group (Ep. 2)

The Transformation Into Perspective 6 Group (Ep. 2)

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Ready for a different perspective on wealth?

Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined forces with Matt Finley to focus on role-specialization for elite client service.

In this episode, Matt discusses

  • How Matt catapulted his firm’s growth under the banner of Focus Financial
  • What Perspective 6 Group’s formula is to help clients reach financial freedom
  • How being an owner and board member at Focus Financial amplifies Matt’s impact
  • Why Perspective 6 Group advocates for a cause-over-profit approach
  • And more!

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: 

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Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

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Why does Matthew Nelson blend Captain Kirk’s passion with Mr. Spock’s logic in his investment philosophy?

In this inaugural episode of the MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to share his personal and professional journey. This isn’t just another bio episode; it’s a revelation into Matthew’s unique philosophies on money, life, and resilience.

In this episode, Matthew covers:

  • How growing up on a dairy farm ignited Matthew’s entrepreneurial spirit and prepared him for the world of finance
  • What mountain biking can teach us about discipline and resilience in professional life
  • Why individuals in the MedTech field who are nearing or in retirement should consider MedTech Wealth Advisor for their investment, retirement, and tax planning needs
  • How a blend of emotional intuition and rational logic can serve your financial planning journey
  • And much more!

Resources:

Connect with Matthew Nelson: 

Connect with Matthew Finley: 

Connect with Jacon LaRue: 

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