Tag: Wealth Building
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!

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Connect with Perspective 6 Group:       
Investing for Decades Not Days (Ep. 14)

Investing for Decades Not Days (Ep. 14)

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Is your portfolio designed for sustained growth without succumbing to market speculation?

Join us for a compelling episode of The MedTech Wealth Advisor Podcast. Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics often highlighted by the financial media. Discover strategies that could enable stable returns to support your financial future.

Key Highlights:

  • Commitment to Long-Term Growth: Leverage the power of compounding returns in robust global economies
  • Priority on Liquid Investments: Why Perspective 6 Group focuses on publicly traded investments that offer predictable, consistent returns
  • Balanced Alternative Investments: The strategic role of alternatives like private equity and real estate in complementing a strong market foundation
  • Weighing Risk and Stability: A look at the risks of speculative assets versus the stability and inflation protection offered by equities
  • Informed Portfolio Adjustments: How strategic tweaks during market shifts can enhance long-term outcomes without derailing financial goals
  • Customized Retirement Strategies: Tailor retirement plans to meet long-term growth and immediate income needs effectively
  • Dispelling Investment Myths: Debunk common myths and highlight the growing importance of technology in investment portfolios

Explore these insights and more to learn about building a resilient investment strategy.

 

Resources:

  • Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!
  • Read more on Perspective 6 Group’s Investment Philosophy here.

Connect with Matt Nelson:    

 Connect with Matthew Finley: 

Connect with Perspective 6 Group:       

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.