Shows / The MedTech Wealth Advisor Podcast
The MedTech Wealth Advisor Podcast
Guiding MedTech professionals to Financial Freedom. Whether you have questions about your new job offer, what to do with your company stock plan, how to start the company you’ve been dreaming about, or simply retire on your terms, Matt will cover all this and more. The MedTech Wealth Advisor podcast is dedicated to teaching professionals and entrepreneurs in the MedTech field how to save more money, pay less in taxes, and maximize their unique benefits. Matthew Nelson is a Certified Financial…
Episodes
- The MedTech Wealth Advisor Podcast
AI Scams Are Getting Scary: How to Protect Your Money | Robert Siciliano
🗓 Schedule your no-cost consultation: https://www.perspective6wealthadvisor... AI scams are becoming more sophisticated, and the next voice you hear asking for…
- The MedTech Wealth Advisor Podcast
Markets Stay on Track (so far)
The conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields…
- The MedTech Wealth Advisor Podcast
From $43,000 Tax Surprise to Triple Win: The Exact Strategy Used
A $43,000 surprise tax bill turned into a triple win & here’s exactly how we did it… When an unexpected bonus creates a massive tax problem, most high earners…
- The MedTech Wealth Advisor Podcast
Stock Compensation Tax Filing: What You MUST Know for 2026
Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity →…
- The MedTech Wealth Advisor Podcast
Plan Your Stock Compensation for 2026
Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/ If you’re…
- The MedTech Wealth Advisor Podcast
3 Times Selling Company Stock Makes More Sense Than Holding
You’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel…
- The MedTech Wealth Advisor Podcast
2025 in Review: What’s Ahead for Investors in 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…
- The MedTech Wealth Advisor Podcast
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this…
- The MedTech Wealth Advisor Podcast
Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
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…
- The MedTech Wealth Advisor Podcast
Don’t Let Bad Timing Ruin Your Retirement Savings
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…
- The MedTech Wealth Advisor Podcast
Should You Convert to a Roth Before Retirement?
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…
- The MedTech Wealth Advisor Podcast
Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners
Have you ever maxed out your 401k and thought, ‘Where else can I put money that grows tax-free?’ If you’re a high earner, especially working in MedTech or the…
- The MedTech Wealth Advisor Podcast
Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
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…
- The MedTech Wealth Advisor Podcast
Going Public? 5 IPO Planning Tips for Employees with Stock Comp
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…
- The MedTech Wealth Advisor Podcast
The One Big Beautiful Bill Breakdown
tax law changes, QSBS, AMT relief, estate tax planning, retirement strategy, QBI deduction, small business owners, financial planning, OBBB, One Big Beautiful…
- The MedTech Wealth Advisor Podcast
You Just Got Some RSUs- Now What?
In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some…
- The MedTech Wealth Advisor Podcast
Roth 401k: Smart Moves You’re Missing
Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding…
- The MedTech Wealth Advisor Podcast
Medtronic Benefits Employees Miss Out On
Medtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential. In this…
- The MedTech Wealth Advisor Podcast
Forced Into Retirement Early – Now What?
In this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk…
- The MedTech Wealth Advisor Podcast
Can You Build a Tax-Free Retirement Fund with an HSA?
Are Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement?…
- The MedTech Wealth Advisor Podcast
Will Social Security Really Run Out? 2025 Breakdown
Lately, we've been getting a lot of questions from clients about the future of Social Security- and it’s no surprise. This topic has been making the rounds…
- The MedTech Wealth Advisor Podcast
5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan
If you’re participating in the Medtronic Retirement Savings and Investment Plan, you already understand its value, but are you using it as effectively as…
- The MedTech Wealth Advisor Podcast
How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive. Do you know if you will be able to keep all…
- The MedTech Wealth Advisor Podcast
Your Medtronic 401k Plan Company Contributions Explained
Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to optimize…
- The MedTech Wealth Advisor Podcast
What Should Investors Expect From the Market in 2025?
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor…
- The MedTech Wealth Advisor Podcast
Tax Filing 101 for Stock Compensation Holders (Ep. 32)
Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy, or are…
- The MedTech Wealth Advisor Podcast
Financial Planning Q&A (Ep. 31)
Making informed financial decisions can be the difference between financial stress and financial independence. Are you confident in your strategy for…
- The MedTech Wealth Advisor Podcast
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client…
- The MedTech Wealth Advisor Podcast
Young Careers in Financial Advising (Ep. 29)
What drives someone to pack up and move for a career? In this episode of The MedTech Wealth Advisor Podcast, host Matt Nelson introduces listeners to two new…
- The MedTech Wealth Advisor Podcast
The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds (DAFs) might be the key. Join Matt Nelson and Jacob LaRue as they…
- The MedTech Wealth Advisor Podcast
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)
Are you making the most of your contributions? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align…
- The MedTech Wealth Advisor Podcast
How Much Life Insurance Do I Need? (Ep. 26)
Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future. And the golden question is: How much life…
- 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…
- The MedTech Wealth Advisor Podcast
What Are Roth Conversions and How Can They Benefit You?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds…
- The MedTech Wealth Advisor Podcast
How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? This episode dives deep into the strategic…
- The MedTech Wealth Advisor Podcast
How to Navigate and Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your…
- The MedTech Wealth Advisor Podcast
Case Study: Crafting a Financial Independence Plan
Transform your assets into the life you’ve always dreamed of! In this episode of the MedTech Wealth Advisor podcast, host Matt Nelson, CFP® and Jacob LaRue…
- The MedTech Wealth Advisor Podcast
Preparing for Financial Independence with a Lifetime Income Plan
Retirement isn’t a one-size-fits-all endeavor. Crafting a personalized income plan empowers you to prepare for financial independence and gain control of your…
- The MedTech Wealth Advisor Podcast
Exploring MedTech Innovation in Medical Alley (Ep. 19)
Ready to explore cutting-edge MedTech innovation and its career impact? Matt Nelson, CFP®, and Frank Jaskulke, the now former VP of Innovation at Medical…
- The MedTech Wealth Advisor Podcast
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth…
- The MedTech Wealth Advisor Podcast
The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with…
- The MedTech Wealth Advisor Podcast
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
What drives a financial planner to focus on factors beyond the numbers? In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®…
- The MedTech Wealth Advisor Podcast
Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)
What does it take to transform an industry? Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur…
- The MedTech Wealth Advisor Podcast
Investing for Decades Not Days (Ep. 14)
Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor…
- The MedTech Wealth Advisor Podcast
Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
Can a background in medicine and microbiology revolutionize financial advising? Discover the remarkable transformation of Matthew Finley, CFP®, Partner &…
- The MedTech Wealth Advisor Podcast
RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
Could you be avoiding the common mistakes made with RSUs? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt…
- The MedTech Wealth Advisor Podcast
Important Tax Planning Numbers for 2024 (Ep. 11)
Limits, Contributions, Deductions – Do you know the critical updates for each in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the…
- The MedTech Wealth Advisor Podcast
RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)
Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the…
- The MedTech Wealth Advisor Podcast
2024 Market Outlook (Ep. 9)
What does the 2024 economic forecast mean for your financial future? Listen in as host Matt Nelson welcomes Matthew Finley to unravel the complexities of…
- The MedTech Wealth Advisor Podcast
RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
Have you been offered stock options at your company, but aren’t sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock…
- The MedTech Wealth Advisor Podcast
How To Master ESPPs (Ep. 7)
Are you making the most of Employee Stock Purchase Plans (ESPPs)? From the intriguing to the unexpected, Matt Nelson, CFP® guides MedTech professionals through…
- The MedTech Wealth Advisor Podcast
How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)
Ever wondered if your 401(k) could do more? Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The…
- The MedTech Wealth Advisor Podcast
Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)
Is there more to wealth than just the digits in your bank account? Join CERTIFIED FINANCIAL PLANNER™ professional, Matthew Nelson, as he digs beneath the…
- The MedTech Wealth Advisor Podcast
Making the Most of MedTech (Ep. 4)
The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture…
- The MedTech Wealth Advisor Podcast
Crafting Financial Solutions For MedTech Professionals (Ep. 3)
How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor…
- The MedTech Wealth Advisor Podcast
The Transformation Into Perspective 6 Group (Ep. 2)
Ready for a different perspective on wealth? Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse…
- The MedTech Wealth Advisor Podcast
Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)
Why does Matthew Nelson blend Captain Kirk’s passion with Mr. Spock’s logic in his investment philosophy? In this inaugural episode of the MedTech Wealth…
- The MedTech Wealth Advisor Podcast
The MedTech Wealth Advisor Podcast: Coming Soon
Guiding MedTech professionals to Financial Freedom. Whether you have questions about your new job offer, what to do with your company stock plan, how to start…