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  • Markets Stay on Track (so far)

    Markets Stay on Track (so far)
    2026/09/30

    The conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields, inflation, and the impact of AI investments. The speakers emphasize the importance of earnings in driving market trends and the strategic adjustments being made in client portfolios to navigate current economic conditions.


    Takeaways

    • Market remains on track
    • Earnings drive market trends


    Chapters

    • 00:00 Introduction to Market Update
    • 01:08 2026 Market Performance Review
    • 03:11 Flat Market Dynamics
    • 05:02 Inflation and Interest Rates
    • 06:50 The Importance of Earnings
    • 07:53 AI Investments and Market Sustainability
    • 09:56 Speculation and Corporate Responsibility
    • 11:17 Portfolio Strategies and Adjustments
    • 12:43 Gold as a Hedge Investment
    • 14:10 Conclusion and Future Outlook
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    15 分
  • Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

    Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
    2024/04/11
    Can a background in medicine and microbiology revolutionize financial advising? Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives …

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    30 分
  • 2024 Market Outlook (Ep. 9)

    2024 Market Outlook (Ep. 9)
    2024/02/08
    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 …

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    31 分
  • How to KEEP the Full Company Contributions in Your Medtronic 401K Plan

    How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
    2025/03/27
    If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive. Do you know if you will be able to keep all of that money when you leave though? If you're not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually get to keep.
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    1分未満
  • RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)

    RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)
    2024/02/22
    Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of Restricted Stock Units (RSUs). Join host Matt Nelson and financial planner Jacob LaRue as they further explore the nuances …

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    28 分
  • What Should Investors Expect From the Market in 2025?

    What Should Investors Expect From the Market in 2025?
    2025/03/13
    With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In our first episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matthew Finley, CFP® to provide an outlook on the market heading into Spring and evaluate what it could mean for your portfolio.
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    20 分
  • What Are Roth Conversions and How Can They Benefit You?

    What Are Roth Conversions and How Can They Benefit You?
    2024/09/26
    Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes upfront. Allowing your investments to grow without future tax obligations. The key to maximizing these benefits lies in timing …

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    35 分
  • Should You Convert to a Roth Before Retirement?

    Should You Convert to a Roth Before Retirement?
    2025/09/18

    Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question. Using Jerry and Ruth Crawford’s $7.3 million portfolio, he explores different strategies, from converting everything at once to filling tax brackets little by little.

    Here’s some of what we discuss in this episode:

    Full Roth conversion vs. phased approach

    Why converting all at once can reduce portfolio growth

    Lifetime tax savings with bracket targeting

    Impact of delaying Social Security to age 70

    Flexibility and legacy benefits from tax-free Roth assets

    0:00 – Intro

    0:47 – Case Study

    2:47 – Full Roth conversion

    3:44 – Partial conversion

    7:26 – Delaying Social Security

    8:45 – Flexibility and legacy benefits

    Other Resources

    Our website: https://www.perspective6wealthadvisors.com/

    Phone: (952) 225-0333

    Email: perspective6@savvyadvisors.com

    Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/

    Essential Financial Guides

    5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

    Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/

    ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/

    Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/

    Stay Connected

    Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA

    LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors

    Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.
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    12 分