All 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)

Making the Most of MedTech (Ep. 4)

Crafting Financial Solutions For MedTech Professionals (Ep. 3)

The Transformation Into Perspective 6 Group (Ep. 2)

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

The MedTech Wealth Advisor Podcast: Coming Soon