The MedTech Wealth Advisor Podcast
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Latest Episodes
Preparing for Financial Independence with a Lifetime Income Plan
Retirement isnt a one-size-fits-all endeavor. Crafting a personalized income plan empowers you to prepare for financial independence and gain control of your future. Matt Nelson, CFP is joined by He
Exploring MedTech Innovation in Medical Alley (Ep. 19)
Ready to explore cutting-edge MedTech innovation and its career impact? Matt Nelson, CFP, and Frank Jaskulke, the now former VP of Innovation at Medical Alley, join together to discuss how Medical A
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
Have you planned how your assets will be handled after youre gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP
The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with professional guidance on this episode of the Med
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
What drives a financial planner to focus on factors beyond the numbers? In this weeks dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP, AIF, ECA welcomes Jacob LaRue, CFP, a p
Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)
What does it take to transform an industry? Matt Nelson, CFP explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his
Investing for Decades Not Days (Ep. 14)
Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast. Host, Matt Nelson, CFP welcomes back
Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
Can a background in medicine and microbiology revolutionize financial advising? Discover the remarkable transformation of Matthew Finley, CFP, Partner & Senior Financial Advisor at Perspective 6 Grou
RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
Could you be avoiding the common mistakes made with RSUs? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP and guest Jacob LaRue, CFP
Important Tax Planning Numbers for 2024 (Ep. 11)
Limits, Contributions, Deductions Do you know the critical updates for each in 2024? Join Matt Nelson, CFP & Jacob LaRue, CFP in the latest episode of the MedTech Wealth Advisor Podcast. Together