The MedTech Wealth Advisor Podcast
Latest Episodes
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
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)
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)
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)
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
How Much Life Insurance Do I Need? (Ep. 26)
Life insurance might not be the most exciting topic, but its crucial for safeguarding your financial future. And the golden question is: How much life insurance is enough? Weve got the answer this w
Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)
Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyones mind. In this episode, Matt Nelson, CFP is joined by Direct
What Are Roth Conversions and How Can They Benefit You?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a
How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? This episode dives deep into the strategic advantages of Roth IRAs and their role in
How to Navigate and Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential
Case Study: Crafting a Financial Independence Plan
Transform your assets into the life youve always dreamed of! In this episode of the MedTech Wealth Advisor podcast, host Matt Nelson, CFP and Jacob LaRue, CFP go through a real-life example in a ca