The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jen Santini, J.D. for Episode 17: The Fundamentals of Estate Planning with Jen Santini, J.D.

MWA Ep. 17: 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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 16: Jacob's Journey

MWA Ep. 16: 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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Omar Khateeb for Episode 15: Being Radically Different with MedTech Entrepreneur, Omar Khateeb

MWA Ep. 15: 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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 14: Investing for Decades Not Days

MWA Ep. 14: 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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 13: Building Roots: A Passion for Legacy with Matthew Finley, CFP®

MWA Ep. 13: A Passion for Legacy with Matthew Finley, CFP®

Matthew Finley, CFP® on how a background in microbiology revolutionize financial advising. Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful…

By Emily Peterson
April 11, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 12: RSU Mistakes to Avoid

MWA Ep. 12: RSU Mistakes to Avoid (Part 3)

Could you be avoiding common RSU mistakes? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a…

By Emily Peterson
March 28, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 11: Important Tax Planning Numbers for 2024

MWA Ep. 11: Important Tax Planning Numbers for 2024

Limits, Contributions, Deductions – Do you know the critical updates for each for tax planning in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together…

By Emily Peterson
March 14, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 10: How to Transform RSUs into Wealth

MWA Ep. 10: How to Transform RSUs into Wealth (Part 2)

Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of…

By Emily Peterson
February 22, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 9: 2024 Market Outlook

MWA Ep.9: 2024 Market Outlook

What does the 2024 economic forecast mean for your financial future?  Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…

By Emily Peterson
February 8, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 8: How Do RSUs & Restricted Stock Work?

MWA Ep. 8: How Do RSUs & Restricted Stock Work? (Part 1)

Have you been offered stock options at your company, but aren’t sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matt Nelson and Jacob LaRue in this…

By Emily Peterson
January 25, 2024

2 Min Read