The MedTech Wealth Advisor Podcast

Latest Episodes
Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners
This episode, Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth.
Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
Would you ever pay more to the IRS on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes now. In this episode,
Going Public? 5 IPO Planning Tips for Employees with Stock Comp
Your companys IPO can be a major financial opportunity, or a costly misstep if youre not prepared. In this episode, Matt walks you through what really happens when your private company goes public,
The One Big Beautiful Bill Breakdown
tax law changes, QSBS, AMT relief, estate tax planning, retirement strategy, QBI deduction, small business owners, financial planning, OBBB, One Big Beautiful Bill
You Just Got Some RSUs- Now What?
In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, "What now?"
Roth 401k: Smart Moves You’re Missing
Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how to contribute to a Ro
Medtronic Benefits Employees Miss Out On
Medtronic offers one of the most generous benefits packages in the industry, but many employees arent using those benefits to their full potential. In this episode, Matt highlights three valuable but
Forced Into Retirement Early – Now What?
In this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk through key considerations for anyone in a simi
Can You Build a Tax-Free Retirement Fund with an HSA?
Are Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? Today, Matt and Jacob will explain why HSAs
Will Social Security Really Run Out? 2025 Breakdown
Lately, we've been getting a lot of questions from clients about the future of Social Security- and its no surprise. This topic has been making the rounds online, sparking concern and confusion. Will