Tag: Tax Optimization
Financial Planning Q&A (Ep. 31)

Financial Planning Q&A (Ep. 31)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Youtube Music | RSS | More

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:       
Making the Most of MedTech (Ep. 4)

Making the Most of MedTech (Ep. 4)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | Spotify | Youtube Music | RSS | More

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: