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 insights into how economic changes and market trends impact personal finance decisions.

Whether you’re looking to maximize returns or reduce financial risks, this episode offers practical answers to guide you through common investment dilemmas.

They discuss: 

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• Relevant strategies for rolling over a maturing CD and alternative options.
  
• Whether to pay cash or take out a loan for buying a home in the current financial climate.
  
• The implications of investing a large inheritance.
  
• How the upcoming election could potentially influence your investment portfolio
  
• And more!
  

Resources:

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• Election Year Investing: What Investors Need to Know for 2024
  
• Investing At All-Time Highs
  

Connect with Matt Nelson:    

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• LinkedIn   
  
• Instagram       
  
• YouTube        
  

Connect with Perspective 6 Group:       

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• Perspective 6 Group
  
• LinkedIn    
  

 Connect with Matthew Finley: 

• 
  
• LinkedIn