The MedTech Wealth Advisor Podcast
Latest Episodes
RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
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)
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)
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)
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)
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)
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)
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)
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
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