The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


Making the Most of MedTech (Ep. 4)

November 23, 2023

The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities?


Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities that come with the MedTech industry. From startup risks to equity compensations, Matt’s insights shed light on maximizing benefits and ensuring long-term financial stability for MedTech professionals.


Throughout the discussion, Matt touches upon:


  • How MedTech professionals can balance their passion with profit
  • What a Mega Backdoor Roth is and how to utilize it to reshape your financial future
  • How professionals can navigate the treacherous waters of high risks to reap those high rewards
  • What strategies you can implement to ensure you’re not putting all your eggs in one risky basket
  • And other invaluable insights!

 


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