Financial Planning Q&A (Ep. 31)
An episode of the The MedTech Wealth Advisor Podcast podcast, hosted by Perspective 6 Group, titled "Financial Planning Q&A (Ep. 31)" was published on January 23, 2025 and runs 30 minutes.
January 23, 2025 ·30m · The MedTech Wealth Advisor Podcast
Episode Description
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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