17 episodes
The MedTech Wealth Advisor Podcast Matthew Nelson
-
- Business
-
-
5.0 • 7 Ratings
-
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.
-
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®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial planning landscape. Growing up in a Chicago … Read More Read More
-
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 in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital marketing strategies for MedTech startups. Omar’s journey is a testament to … Read More Read More
-
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 Podcast. Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics … Read More Read More
-
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 & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives … Read More Read More
-
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 Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a guest anymore?). They continue building on the foundational knowledge from Parts 1 and 2, digging deeper … Read More Read More
-
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 MedTech Wealth Advisor Podcast. Together they share insights for professionals and entrepreneurs, providing essential tax planning strategies and contribution limits to set you up for success this … Read More Read More
Customer Reviews
Makes complex topics simple
Matt takes complex topics and explains them in a simple way that makes complete sense. If you’re a professional in MedTech, this podcast is a must to help you optimize your comp, save on taxes, and grow your net worth.
Good information
This guy clearly does his homework! Great info. Super helpful for people with complex comp packages trying to figure out how to not screw up our taxes.
Finance for Med Techs
Matt does a great job of translating confusing financial topics. His 3 part series on restricted stock units was especially helpful. I’m looking forward to more episodes.