The MedTech Wealth Advisor Podcast

Matthew Nelson
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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 Planner™ professional, Accredited Investment Fiduciary™, and Equity Compensation Associate with Perspective 6 Group, a financial planning firm dedicated to the professionals in MedTech. To learn more about our services and see important disclosures please visit our website www.perspective6group.com.

  1. 3 DAYS AGO

    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 decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In our first episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matthew Finley, CFP® to provide an outlook on the market heading into Spring and evaluate what it could mean for your portfolio.

    20 min

  2. 6 FEB

    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 you leaving money on the table? How can you ensure accurate reporting and avoid costly mistakes? In this episode, Matt Nelson sits down with Conner Kelderman, CPA and founder of Track, to break … Read More Read More

    28 min

  3. 23 JAN

    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 retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt Nelson and Matthew Finley answer real client questions, addressing topics like maximizing retirement savings, understanding investment strategies, … Read More Read More

    31 min

  4. 19/12/2024

    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 outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals. You’ll hear:  Reflections on client achievements, including 256 review meetings, … Read More Read More

    28 min

  5. 05/12/2024

    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 team members at Perspective 6 Group, Grace Hennen and Karissa McLaren.  Tune in to hear about their unique backgrounds, how they landed in the MedTech financial advising … Read More Read More

    27 min

  6. 21/11/2024

    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 dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values.  They … Read More Read More

    31 min

  7. 07/11/2024

    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 charitable contributions with financial goals while optimizing tax savings.  The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for … Read More Read More

    29 min

  8. 24/10/2024

    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 insurance is enough? We’ve got the answer this week on The MedTech Wealth Advisor Podcast. Matt Nelson and Jacob LaRue talk about how to determine the appropriate amount of life … Read More Read More

    30 min
See All (34)

About

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 Planner™ professional, Accredited Investment Fiduciary™, and Equity Compensation Associate with Perspective 6 Group, a financial planning firm dedicated to the professionals in MedTech. To learn more about our services and see important disclosures please visit our website www.perspective6group.com.

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