Latest / The MedTech Wealth Advisor Podcast
Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)
Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group, Matthew Finley, CFP®. Together they tackle some of the most pressing financial questions they’ve received from clients. You’ll gain …
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The skinny
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