The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


Latest Episodes

RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
January 25, 2024

Have you been offered stock options at your company, but arent sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matthew Nelson and

How To Master ESPPs (Ep. 7)
January 11, 2024

Are you making the most of Employee Stock Purchase Plans (ESPPs)? From the intriguing to the unexpected, Matt Nelson, CFP guides MedTech professionals through the intricacies and strategic use of ES

How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)
December 28, 2023

Ever wondered if your 401(k) could do more? Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of The MedTech Wealth Advisor Podcast. Tailored

Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)
December 14, 2023

Is there more to wealth than just the digits in your bank account? Join CERTIFIED FINANCIAL PLANNER professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independe

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 i

Crafting Financial Solutions For MedTech Professionals (Ep. 3)
November 09, 2023

How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor Podcast, host Matthew Nelson dives into what ma

The Transformation Into Perspective 6 Group (Ep. 2)
October 26, 2023

Ready for a different perspective on wealth? Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus

Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)
October 12, 2023

Why does Matthew Nelson blend Captain Kirks passion with Mr. Spocks logic in his investment philosophy? In this inaugural episode of the MedTech Wealth Advisor Podcast, Matthew Nelson sits down with

The MedTech Wealth Advisor Podcast: Coming Soon
October 03, 2023

Guiding MedTech professionals to Financial Freedom. Whether you have questions about your new job offer, what to do with your company stock plan, how to start the company youve been dreaming about, o

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