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Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

EPISODE · Oct 12, 2023 · 27 MIN

Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

from The MedTech Wealth Advisor Podcast · host Perspective 6 Group

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, life, and resilience. In this episode, Matthew covers: How growing up on a dairy farm ignited Matthew’s entrepreneurial spirit and prepared him for the world of finance What mountain biking can teach us about discipline and resilience in professional life Why individuals in the MedTech field who are nearing or in retirement should consider MedTech Wealth Advisor for their investment, retirement, and tax planning needs How a blend of emotional intuition and rational logic can serve your financial planning journey And much more! Resources: Peace Coffee Peace Coffee Racing Mudita Connect with Matthew Nelson:  Perspective 6 Group LinkedIn: Matthew Nelson Connect with Matthew Finley:  Perspective 6 Group LinkedIn: Matthew Finley Connect with Jacon LaRue:  Perspective 6 Group LinkedIn: Jacob LaRue

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Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

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