Épisodes

  • 2025 in Review: What’s Ahead for Investors in 2026?
    Jan 8 2026

    Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.

    They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where markets may be headed next. The conversation covers earnings growth, interest rates, volatility, AI spending, and the difference between healthy risk and speculative fear.

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

    Why a 19% drawdown didn’t derail the year

    What 37 new all-time highs really signal

    How earnings growth shapes market expectations

    Understanding volatility vs. long-term returns

    AI, policy risks, and potential market catalysts

    0:00 – Intro

    2:03 – 2025 pullback and tariff volatility

    4:59 – Earnings growth, forecast ranges, and expectations

    7:19 – Intra-year declines and market volatility

    12:00 – AI, profitability, and the “bubble” question

    14:14 – Positive and negative catalysts ahead

    16:30 – Takeaways

    Resources for this episode:

    2026 Market Outlook Article:

    https://www.perspective6wealthadvisors.com/market-outlook-2026-making-calculated-risks/

    2025 Market Outlook Article:

    https://www.perspective6wealthadvisors.com/2025-market-outlook-insights-on-navigating-volatility/

    Tariff Article:

    https://www.perspective6wealthadvisors.com/tariffs-explained-the-good-bad-and-whats-next/

    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/@P6Wealth

    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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    18 min
  • 351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
    Nov 20 2025
    Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund.
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    6 min
  • Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
    Nov 6 2025
    What does it really take to get a MedTech startup from concept to market? In this episode, Matt sits down with Karandeep Singh Badwal, a UK-based consultant, content creator, and host of The Medtech Podcast. They explore the realities of launching and funding MedTech ventures.
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    31 min
  • Don’t Let Bad Timing Ruin Your Retirement Savings
    Oct 2 2025
    Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement.
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    13 min
  • Should You Convert to a Roth Before Retirement?
    Sep 18 2025
    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.
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    12 min
  • Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners
    Aug 28 2025
    This episode, Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth.
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    9 min
  • Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
    Aug 18 2025
    Would you ever pay more to the IRS… on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes now. In this episode, Matt breaks down why certain high earners should consider a Roth 401(k) conversion during a lower-income year- if their plan allows it.
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    8 min
  • Going Public? 5 IPO Planning Tips for Employees with Stock Comp
    Jul 31 2025
    Your company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what really happens when your private company goes public, and the five things every employee with stock compensation needs to know before making a move. It’s often more complex than most people realize, so it pays to be prepared.
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    12 min
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