Financial Independence with a Lifetime Income Plan
Retirement isn’t 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 Head of Financial Planning at Perspective 6…
By Emily Peterson
July 25, 2024
Exploring MedTech Innovation in Medical Alley
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 Alley drives healthcare advancements. Celebrating…
By Emily Peterson
July 11, 2024
The TCJA Expiration
With 2024 halfway gone, it is a good time to remind you of the potential tax changes coming at the start of 2026 with the expiration of the Tax Cuts and Jobs Act (TCJA). The Tax…
By Jacob LaRue
July 4, 2024
Estate Planning: Beyond the Basics with Jen Santini
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D.…
By Emily Peterson
June 27, 2024
Election Year Investing: What Investors Need to Know for 2024
Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…
By Emily Peterson
June 20, 2024
Fundamentals of Estate Planning with Jen Santini
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 MedTech Wealth…
By Emily Peterson
June 13, 2024
Jacob’s Journey: Built on Integrity and Family Values
In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial…
By Emily Peterson
May 23, 2024
MedTech Entrepreneur, Omar Khateeb
Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital…
By Emily Peterson
May 9, 2024
Investing for Decades Not Days
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 Matthew Finley, CFP®. The pair dive…
By Emily Peterson
April 25, 2024
Looking for a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
By Matthew Nelson
April 18, 2024
