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

July 11, 2024 37 mins
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 Alley, join together to discuss how Medical Alley drives healthcare advancements. Celebrating 40 years in 2024, Medical Alley has led initiatives like the angel investor tax credit and the Medical Device …

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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 Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D. gets into advanced estate planning strategies for MedTech professionals and entrepreneurs. They explore the critical roles of wills and …

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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 professional guidance on this episode of the MedTech Wealth Advisor Podcast. Matt Nelson discusses the fundamentals of estate planning with Jen Santini, an esteemed leader within the Minnesota …

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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 …

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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 …

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April 25, 2024 43 mins
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 …

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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 …

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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 …

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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 …

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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 MedTech Wealth Advisor Podcast digs deeper into the strategic management of Restricted Stock Units (RSUs). Join host Matt Nelson and financial planner Jacob LaRue as they further explore the nuances …

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February 8, 2024 30 mins
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 today’s economy. Together they offer valuable insights into the current economic landscape, guiding listeners through equity compensation, market predictions, inflation trends, and pragmatic investment strategies. Navigating the Market Outlook: Why …

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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 Units (RSUs) with experts Matthew Nelson and Jacob LaRue in this enlightening MedTech Wealth Advisor episode. Designed specifically for professionals in the MedTech sector, this comprehensive discussion unravels the complexities …

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January 11, 2024 29 mins
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 intricacies and strategic use of ESPPs in this insightful episode. He sheds light on how ESPPs, often an underutilized benefit, can significantly impact financial well-being, especially in the MedTech industry. …

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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 MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and entrepreneurs, this episode is loaded with insights into optimizing your 401(k) retirement plan. Key Highlights: Maximizing Contributions: Unearth the secrets …

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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 surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ …

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November 23, 2023 28 mins
The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities …

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How do MedTech professionals navigate the complex world of financial planning and wealth management?  In the third episode of The MedTech Wealth Advisor Podcast, host Matthew Nelson dives into what makes his firm unique in catering to the specific needs of those in the MedTech industry. Throughout the episode, Matt unravels: How operating within Focus …

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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. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined …

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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 Advisor Podcast, Matthew Nelson sits down with Bill Tucker to share his personal and professional journey. This isn’t just another bio episode; it’s a revelation into Matthew’s unique philosophies on money, …

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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 …

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