The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Jacob LaRue for Episode 27: The Basics of Charitable Giving: Cash, Stock, IRAs

The Basics of Charitable Giving: Cash, Stock, IRAs (MWA Ep. 27)

Are you making the most of your charitable giving? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.…

By Emily Peterson
November 7, 2024

2 Min Read
Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating ESPPs in green cursive and A Comprehensive Guide to Making Use of Your Company's ESPP in bold white capitals.

ESPPs: A Comprehensive Guide

Executive Summary Employee Stock Purchase Plans (ESPPs) may be one of the most underutilized, yet valuable employee saving plan benefits. If you are a professional in MedTech with an ESPP available, you should consider participating. This…

By Matthew Nelson
October 31, 2024

12 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Jacob LaRue for Episode 26: How Much Life Insurance Do I Need?

How Much Life Insurance Do I Need? (MWA Ep. 26)

Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future. And the golden question is: How much life insurance is enough? We’ve got the answer this week on The…

By Emily Peterson
October 24, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 25: Investment FAQs Answered

MWA Ep. 25: Investment FAQs Answered

Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group,…

By Emily Peterson
October 10, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 24: What Are Roth Conversions and How Can They Benefit You?

MWA Ep. 24: What Are Roth Conversions?

Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning.  By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes…

By Emily Peterson
September 26, 2024

2 Min Read
Image of the three partners at Perspective 6 Group from left to right, Jacob LaRue, Matthew Nelson, and Matthew Finley. With Perspective 6 Group Investment Philosophy in words above them

Our Investment Philosophy

We think a lot about portfolios — I mean a lot. It is our job after all. How do we think? What framework do we use to stay focused and provide consistency? With literally 1000s of different strategies, techniques,…

By Matthew Nelson
September 19, 2024

4 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 23: How Roth IRAs Work

MWA Ep. 23: How Roth IRAs Work

Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? How Roth IRAs even work? This episode dives deep into the strategic advantages of Roth IRAs and…

By Emily Peterson
September 12, 2024

2 Min Read
Image of Partner and Financial Advisor Mattew Nelson with The Journey to Financial Advisor Q with Matt Nelson, CFP®, AIF®, ECA written to highlight content.

Matthew Nelson: The Journey to Financial Advisor

Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…

By Emily Peterson
September 5, 2024

3 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 22: How to Navigate & Optimize Non-Qualified Stock Options

MWA Ep. 22: How to Optimize Non-Qualified Stock Options

How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…

By Emily Peterson
August 22, 2024

3 Min Read
Image of back of person's head as they look at a vision wall to represent a start-up employee and how an 83(b) election could be right for them.

Why the 83(b) Election is a Game-Changer for Startups

Navigating the world of startups and early-stage companies can be exhilarating, yet the complexities of the U.S. tax code can often feel like a maze. One incredibly powerful provision at your disposal is the 83(b) election.…

By Jacob LaRue
August 15, 2024

3 Min Read