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
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 7: How to Master ESPPs

MWA Ep. 7: How to Master ESPPs

Are you making the most of Employee Stock Purchase Plans (ESPPs)?  From the intriguing to unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds…

By Emily Peterson
January 11, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 6: How to Maximize Your 401(k)

MWA Ep. 6: How to Maximize Your 401(k)

Ever wondered if your 401(k) could be doing 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 for MedTech professionals and…

By Emily Peterson
December 28, 2023

2 Min Read