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 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.

Episodes

Roth 401k: Smart Moves You’re Missing

May 8, 2025 • 13 mins
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 when, why, and how to contribute to a Roth 401k through your employer plan.
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Medtronic Benefits Employees Miss Out On

May 1, 2025 • 8 mins
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 episode, Matt highlights three valuable but often overlooked Medtronic benefits beyond the standard 401(k). These include the Employee Stock Purchase Plan (ESPP), Health Savings Accounts (HSAs), and optional long-term disability insurance.
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Forced Into Retirement Early – Now What?

April 24, 2025 • 13 mins
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 through key considerations for anyone in a similar situation: how to handle severance and stock options, when (or if) to pay off a mortgage, how to approach early healthcare coverage before Medicare kicks in, and whether finding part-time work or consulting could be part of the sol...
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Can You Build a Tax-Free Retirement Fund with an HSA?

April 17, 2025 • 12 mins
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? Today, Matt and Jacob will explain why HSAs can be one of the most power-ful tools for long-term, tax-advantaged growth and why using it wisely takes more than maxing out your contributions.
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Will Social Security Really Run Out? 2025 Breakdown

April 10, 2025 • 11 mins
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 online, sparking concern and confusion. Will Social Security really run out? To help break it all down, we’re welcoming back Matt Finley, Senior Partner and Financial Advisor at Perspective 6 Group. He’ll explain what’s actually happening with Social Security, what could change,...
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5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan

April 3, 2025 • 8 mins
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 possible? Unfortunately, we see some simple mistakes that can easily be avoided. Today we’ll highlight each of these avoidable missteps to make sure you’re maximizing every dollar you contribute.
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How to KEEP the Full Company Contributions in Your Medtronic 401K Plan

March 27, 2025
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 of that money when you leave though? If you're not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually g...
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Your Medtronic 401k Plan Company Contributions Explained

March 25, 2025 • 8 mins
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 Medtronic 401K plan so we’re going to give you an advisor’s take on how it works and the settings that every employee should be checking.
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What Should Investors Expect From the Market in 2025?

March 13, 2025 • 20 mins
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 ...
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Tax Filing 101 for Stock Compensation Holders (Ep. 32)

February 6, 2025 • 27 mins
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 …

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Financial Planning Q&A (Ep. 31)

January 23, 2025 • 30 mins
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, …

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2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

December 19, 2024 • 28 mins
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, …

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Young Careers in Financial Advising (Ep. 29)

December 5, 2024 • 27 mins
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 …

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The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)

November 21, 2024 • 31 mins
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 …

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The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

November 7, 2024 • 29 mins
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 …

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How Much Life Insurance Do I Need? (Ep. 26)

October 24, 2024 • 30 mins
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 …

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Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)

October 10, 2024 • 29 mins
Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group, Matthew Finley, CFP®. Together they tackle some of the most pressing financial questions they’ve received from clients. You’ll gain …

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What Are Roth Conversions and How Can They Benefit You?

September 26, 2024 • 35 mins
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning.  By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes upfront. Allowing your investments to grow without future tax obligations. The key to maximizing these benefits lies in timing …

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How Roth IRAs Work

September 12, 2024 • 36 mins
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 advantages of Roth IRAs and their role in preparing you for your financial future. For working professionals, navigating retirement planning is critical. This episode reveals how Roth IRAs can …

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How to Navigate and Optimize Non-Qualified Stock Options

August 22, 2024 • 34 mins
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 non-qualified stock options (NSOs) can be essential in achieving financial independence, particularly in the MedTech industry. Understanding the intricacies of NSOs can empower you to make informed decisions about …

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