Tag: Stock Market
Financial Planning Q&A (Ep. 31)

Financial Planning Q&A (Ep. 31)

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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, and preparing for market changes. Their practical insights make financial planning accessible and actionable for MedTech professionals.

They discuss: 

  • How to determine the right mix of risk and conservatism for 401(k) investments, especially as retirement approaches
  • Which accounts to withdraw from first during retirement to optimize taxes and cash flow
  • The impact of market fluctuations on Employer Stock Purchase Plans (ESPPs) and strategies to avoid common pitfalls
  • Why economic fundamentals matter more than political changes for long-term financial stability
  • How to grow Health Savings Accounts (HSAs) into powerful investment tools for the future
  • And more!

Connect with Matt Nelson:    

Connect with Matthew Finley:

Connect with Perspective 6 Group:       

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2024 Market Outlook (Ep. 9)

2024 Market Outlook (Ep. 9)

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What does the 2024 economic forecast mean for your financial future? 

Listen in as host Matt Nelson welcomes Matthew Finley to unravel the complexities of today’s economy. Together they offer valuable insights into the current economic landscape, guiding listeners through equity compensation, market predictions, inflation trends, and pragmatic investment strategies.

  • Navigating the Market Outlook: Why long-term market engagement trumps timing
  • Decoding Inflation: A deep dive into inflation trends and the Federal Reserve’s objectives
  • Market Valuations and Economic Growth: Analyzing S&P 500 valuations and corporate earnings projections
  • Balancing Interest Rates, Geopolitical Risks, and Election Outcomes: The interplay between savings and borrowing in the current economy
  • Crafting Your Investment Strategy: Tailoring short and long-term investment plans. The importance of informed, emotion-free decision-making
  • And much more!

 

Resources:

Connect with Matt Nelson: 

Connect with Matthew Finley: 

Connect with Perspective 6 Group:       

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