The MedTech Wealth Advisor Podcast
BookmarkMatthew Nelson
The MedTech Wealth Advisor Podcast is a business podcast hosted by Matthew Nelson. It has 55 episodes, with the latest published April 2026.
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 Wealth Advisors, 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.perspective6wealthadvisors.com.
business ·en-US ·55 episodes
Stock Compensation Tax Filing: What You MUST Know for 2026
Plan Your Stock Compensation for 2026
3 Times Selling Company Stock Makes More Sense Than Holding
2025 in Review: What’s Ahead for Investors in 2026?
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
Don’t Let Bad Timing Ruin Your Retirement Savings
Should You Convert to a Roth Before Retirement?
Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners
Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
Going Public? 5 IPO Planning Tips for Employees with Stock Comp
The One Big Beautiful Bill Breakdown
You Just Got Some RSUs- Now What?
Roth 401k: Smart Moves You’re Missing
Medtronic Benefits Employees Miss Out On
Forced Into Retirement Early – Now What?
Can You Build a Tax-Free Retirement Fund with an HSA?
Will Social Security Really Run Out? 2025 Breakdown
5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan
How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
Your Medtronic 401k Plan Company Contributions Explained
What Should Investors Expect From the Market in 2025?
Tax Filing 101 for Stock Compensation Holders (Ep. 32)
Financial Planning Q&A (Ep. 31)
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
Young Careers in Financial Advising (Ep. 29)
The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)
How Much Life Insurance Do I Need? (Ep. 26)
Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)
What Are Roth Conversions and How Can They Benefit You?
How Roth IRAs Work
How to Navigate and Optimize Non-Qualified Stock Options
Case Study: Crafting a Financial Independence Plan
Preparing for Financial Independence with a Lifetime Income Plan
Exploring MedTech Innovation in Medical Alley (Ep. 19)
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)
Investing for Decades Not Days (Ep. 14)
Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
Important Tax Planning Numbers for 2024 (Ep. 11)
RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)
2024 Market Outlook (Ep. 9)
RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
How To Master ESPPs (Ep. 7)
How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)
Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)
Loading reviews...
Loading similar podcasts...