Pulse Financial Planning
Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide
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.As stimulus checks arrive, consider paying off credit card debt. Find out my recommended method of doing this in this Bankrate article.
Discount brokerage firms are going on a hiring spree in the midst of the volatility of the Coronavirus pandemic. Matt discusses whether or not this may lead to improved service for independent advisors and their clients.
Most young people are thrown into the world of managing their finances with little or no training. In this article, Matt offers his insight for 8 financial literacy concepts you should know by your early 20s.
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