The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


Latest Episodes

5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan
April 03, 2025

If youre participating in the Medtronic Retirement Savings and Investment Plan, you already understand its value, but are you using it as effectively as possible? Unfortunately, we see some simple mi

How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
March 27, 2025

If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive. Do you know if you will be able to keep all of that money when you leave though? If yo

Your Medtronic 401k Plan Company Contributions Explained
March 25, 2025

Do you know if you are getting all of the contributions available to you in your Medtronic 401k? Weve been getting a lot of questions about how to optimize the Medtronic 401K plan so were going to g

What Should Investors Expect From the Market in 2025?
March 13, 2025

With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why its so important to s

Tax Filing 101 for Stock Compensation Holders (Ep. 32)
February 06, 2025

Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy, or are you leaving money on the table? How can

Financial Planning Q&A (Ep. 31)
January 23, 2025

Making informed financial decisions can be the difference between financial stress and financial independence. Are you confident in your strategy for retirement planning, tax efficiency, and leveragin

2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
December 19, 2024

In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the years highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored fin

Young Careers in Financial Advising (Ep. 29)
December 05, 2024

What drives someone to pack up and move for a career? In this episode of The MedTech Wealth Advisor Podcast, host Matt Nelson introduces listeners to two new team members at Perspective 6 Group, Grac

The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
November 21, 2024

How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds (DAFs) might be the key. Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-ad

The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)
November 07, 2024

Are you making the most of your contributions? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goal