The MedTech Wealth Advisor Podcast
de Matthew Nelson
Episódio mais recente
AI Scams Are Getting Scary: How to Protect Your Money | Robert…
AI Scams Are Getting Scary: How to Protect Your Money | Robert…
Sobre este podcast
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 you’ve been dreaming about, or simply retire on your terms, Matt will cover all this and more. The MedTech Wealth Advisor podcast is dedicated to teaching professionals and entrepreneurs in the MedTech field how to save more money, pay less in taxes, and maximize their unique benefits. Matthew Nelson is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™, and Equity Compensation Associate with Perspective 6 Wealth Advisors, a financial planning firm dedicated to the professionals in MedTech. To learn more about our services and see important disclosures please visit our website www.perspective6wealthadvisors.com.
Episódios
Os 20 episódios mais recentes de 58
- AI Scams Are Getting Scary: How to Protect Your Money | Robert Siciliano · 1 h 2 min · Episódio 58🗓 Schedule your no-cost consultation: https://www.perspective6wealthadvisor... AI scams are becoming more sophisticated, and the next voice you hear asking for money might not…
- Markets Stay on Track (so far) · 15 minThe conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields, inflation, and the…
- From $43,000 Tax Surprise to Triple Win: The Exact Strategy UsedA $43,000 surprise tax bill turned into a triple win & here’s exactly how we did it… When an unexpected bonus creates a massive tax problem, most high earners simply write the…
- Stock Compensation Tax Filing: What You MUST Know for 2026 · 9 minWondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/ Stock…
- Plan Your Stock Compensation for 2026 · 6 minWant a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/ If you’re receiving RSUs…
- 3 Times Selling Company Stock Makes More Sense Than Holding · 11 minYou’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel disloyal. But what if that…
- 2025 in Review: What’s Ahead for Investors in 2026? · 18 minMarkets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what…
- 351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes · 6 minDiversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this…
- Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal · 31 minWhat does it really take to get a MedTech startup from concept to market? In this episode, Matt sits down with Karandeep Singh Badwal, a UK-based consultant, content creator, and…
- Don’t Let Bad Timing Ruin Your Retirement Savings · 13 minDid you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of…
- Should You Convert to a Roth Before Retirement? · 12 minRoth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test…
- Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners · 9 minHave you ever maxed out your 401k and thought, ‘Where else can I put money that grows tax-free?’ If you’re a high earner, especially working in MedTech or the corporate world…
- Why High Earners Should Sometimes Pay MORE Taxes- On Purpose! · 8 minWould you ever pay more to the IRS… on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes…
- Going Public? 5 IPO Planning Tips for Employees with Stock Comp · 12 minYour company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what really happens when your private…
- The One Big Beautiful Bill Breakdown · 8 mintax law changes, QSBS, AMT relief, estate tax planning, retirement strategy, QBI deduction, small business owners, financial planning, OBBB, One Big Beautiful Bill
- You Just Got Some RSUs- Now What? · 10 minIn this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking…
- Roth 401k: Smart Moves You’re Missing · 14 minRoth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how…
- Medtronic Benefits Employees Miss Out On · 9 minMedtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential. In this episode, Matt…
- Forced Into Retirement Early – Now What? · 14 minIn this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk through key…
- Can You Build a Tax-Free Retirement Fund with an HSA? · 13 minAre Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? Today, Matt and Jacob…
