Pulse Financial Planning
Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide
When markets turn volatile, it is hard enough for one person to make decisions. Add another person to the mix, and tempers can flare if a couple disagrees about how much of their portfolio to invest in stocks. Matt was honored to contribute to this article in The Wall Street Journal on how to navigate different investment strategies between spouses.
If there’s one thing you should know about investing in cryptocurrency, it’s that you’re in for a roller coaster ride. Values fluctuate by the minute — sometimes drastically — driven by speculation, hype, and even the whims of Elon Musk. Find out Matt’s comments and what things you should consider before making the leap in this article from NextAdvisor in Partnership with TIME.
No matter what age you are, it’s important to put money away for retirement or a rainy day. But if you’re new to investing, it can be difficult to know how to start. Find out Matt’s tips for beginning investors in this article from Money Geek.
An aging physician population means more doctors are preparing for retirement. Unfortunately, there is a lot of misinformation circulating on the do’s and don’ts of retirement planning. Matt discusses a common misconception around municipal bonds, and some NAPFA CFP colleagues add a few retirement myths of their own.
Burnout is a huge problem in the financial services industry. I’d recommend finding a business model that rewards your hard work with recurring revenue. If you are on a never-ending hamster wheel of prospecting and closing business, you will eventually burn out. If your employer is built on this model, consider looking elsewhere. There are plenty of ways out there that financial planners can find fulfillment and earn a living by helping existing clients.
In an interview about being a leader in the finance industry, I share my experience getting started and succeeding in a rapidly evolving environment. Check out why I think the challenge is worth it and why I love what I do in the full interview.
For those that have had their finances negatively impacted by the pandemic -you have some options to help make ends meet. Learn what they are in this print verson of the interview that aired on the KTTC evening news.
Is the stock market overvalued right now? Or is the recent downturn temporary and a good buying opportunity? To find out what you should be doing in the midst of volatility, check out my article featured on “The White Coat Investor”.
With so much uncertainty in 2020, what should you be focused on with your finances? The things you can control. Matt offers some of his tips in this article by Bankrate.
Half of households report losing income during the pandemic, yet the stock market has been on a rally. Find out what can cause the disconnect, and what to do during uncertain economic times.
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