MWA Ep. 11: Important Tax Planning Numbers for 2024
Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…
2 Min ReadLooking For a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
10 Min ReadFinancial Advisory for MedTech: A Unique Approach
What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…
2 Min ReadMWA Ep. 10: How to Transform RSUs into Wealth (Part 2)
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…
2 Min ReadS&P 5000! What’s Next?
Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…
3 Min ReadMWA Ep.9: 2024 Market Outlook
What does the 2024 economic forecast mean for your financial future? Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…
2 Min ReadThe Journey of Perspective 6 Group
Let’s take a dive into the roots and journey of Perspective 6 Group. Including its evolution, the team behind its success, and the principles steering its course. The Beginning: A Transition from Solo to Group 2006…
3 Min ReadMWA Ep. 8: How Do RSUs & Restricted Stock Work? (Part 1)
Have you been offered stock options at your company, but aren’t sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matt Nelson and Jacob LaRue in this…
2 Min ReadSecure Act 2.0: Catch-up Contribution Rules
What is the Secure Act 2.0? The Secure Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within Secure Act 2.0 there are a variety of changes coming…
2 Min ReadMWA Ep. 7: How to Master ESPPs
Are you making the most of Employee Stock Purchase Plans (ESPPs)? From the intriguing to unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds…
2 Min Read