The MedTech Wealth Advisor Podcast
By Matthew Nelson
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Episodes: 57
Description
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.
| Episode | Date |
|---|---|
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Markets Stay on Track (so far)
|
Sep 30, 2026 |
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From $43,000 Tax Surprise to Triple Win: The Exact Strategy Used
|
Apr 23, 2026 |
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Stock Compensation Tax Filing: What You MUST Know for 2026
|
Apr 02, 2026 |
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Plan Your Stock Compensation for 2026
|
Mar 10, 2026 |
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3 Times Selling Company Stock Makes More Sense Than Holding
|
Jan 22, 2026 |
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2025 in Review: What’s Ahead for Investors in 2026?
|
Jan 08, 2026 |
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351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
|
Nov 20, 2025 |
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Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
|
Nov 06, 2025 |
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Don’t Let Bad Timing Ruin Your Retirement Savings
|
Oct 02, 2025 |
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Should You Convert to a Roth Before Retirement?
|
Sep 18, 2025 |
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Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners
|
Aug 28, 2025 |
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Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
|
Aug 18, 2025 |
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Going Public? 5 IPO Planning Tips for Employees with Stock Comp
|
Jul 31, 2025 |
|
The One Big Beautiful Bill Breakdown
|
Jul 24, 2025 |
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You Just Got Some RSUs- Now What?
|
Jul 17, 2025 |
|
Roth 401k: Smart Moves You’re Missing
|
May 08, 2025 |
|
Medtronic Benefits Employees Miss Out On
|
May 01, 2025 |
|
Forced Into Retirement Early – Now What?
|
Apr 24, 2025 |
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Can You Build a Tax-Free Retirement Fund with an HSA?
|
Apr 17, 2025 |
|
Will Social Security Really Run Out? 2025 Breakdown
|
Apr 10, 2025 |
|
5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan
|
Apr 03, 2025 |
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How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
|
Mar 27, 2025 |
|
Your Medtronic 401k Plan Company Contributions Explained
|
Mar 25, 2025 |
|
What Should Investors Expect From the Market in 2025?
|
Mar 13, 2025 |
|
Tax Filing 101 for Stock Compensation Holders (Ep. 32)
|
Feb 06, 2025 |
|
Financial Planning Q&A (Ep. 31)
|
Jan 23, 2025 |
|
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
|
Dec 19, 2024 |
|
Young Careers in Financial Advising (Ep. 29)
|
Dec 05, 2024 |
|
The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
|
Nov 21, 2024 |
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The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)
|
Nov 07, 2024 |
|
How Much Life Insurance Do I Need? (Ep. 26)
|
Oct 24, 2024 |
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Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)
|
Oct 10, 2024 |
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What Are Roth Conversions and How Can They Benefit You?
|
Sep 26, 2024 |
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How Roth IRAs Work
|
Sep 12, 2024 |
|
How to Navigate and Optimize Non-Qualified Stock Options
|
Aug 22, 2024 |
|
Case Study: Crafting a Financial Independence Plan
|
Aug 08, 2024 |
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Preparing for Financial Independence with a Lifetime Income Plan
|
Jul 25, 2024 |
|
Exploring MedTech Innovation in Medical Alley (Ep. 19)
|
Jul 11, 2024 |
|
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
|
Jun 27, 2024 |
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The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)
|
Jun 13, 2024 |
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Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
|
May 23, 2024 |
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Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)
|
May 09, 2024 |
|
Investing for Decades Not Days (Ep. 14)
|
Apr 25, 2024 |
|
Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
|
Apr 11, 2024 |
|
RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
|
Mar 28, 2024 |
|
Important Tax Planning Numbers for 2024 (Ep. 11)
|
Mar 14, 2024 |
|
RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)
|
Feb 22, 2024 |
|
2024 Market Outlook (Ep. 9)
|
Feb 08, 2024 |
|
RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
|
Jan 25, 2024 |
|
How To Master ESPPs (Ep. 7)
|
Jan 11, 2024 |
|
How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)
|
Dec 28, 2023 |
|
Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)
|
Dec 14, 2023 |
|
Making the Most of MedTech (Ep. 4)
|
Nov 23, 2023 |
|
Crafting Financial Solutions For MedTech Professionals (Ep. 3)
|
Nov 09, 2023 |
|
The Transformation Into Perspective 6 Group (Ep. 2)
|
Oct 26, 2023 |
|
Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)
|
Oct 12, 2023 |
|
The MedTech Wealth Advisor Podcast: Coming Soon
|
Oct 03, 2023 |