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 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
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 5: Planning for Financial Freedom

MWA Ep. 5: Planning for Financial Freedom

Welcome to the MedTech Wealth Advisor Podcast, where financial planning meets the unique challenges of the MedTech industry. In this episode, host Matt Nelson delves into the nuanced landscape of financial planning, shedding light on the…

By Emily Peterson
December 7, 2023

2 Min Read
Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

Decoding Non-Qualified Stock Options Taxation

Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NQSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

By Jacob LaRue
November 30, 2023

2 Min Read
Podcast graphic for Episode 4 of The MedTech Wealth Advisor Podcast "Making the Most of MedTech" in text. Featuring a portrait of Matt Nelson, CFP.

MWA Ep. 4: Making the Most of MedTech

The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept,…

By Emily Peterson
November 23, 2023

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 3: Crafting Financial Solutions for MedTech Professionals

MWA EP. 3: Crafting Financial Solutions for MedTech Professionals

How do MedTech professionals navigate the complex world of financial planning and wealth management?  In the third episode of The MedTech Wealth Advisor Podcast “Crafting Financial Solutions for MedTech Professionals”, host Matthew Nelson dives into what…

By Emily Peterson
November 9, 2023

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 2: Transformation into Perspective 6 Group

MWA EP. 2: The Transformation into Perspective 6 Group

Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis…

By Emily Peterson
October 26, 2023

2 Min Read

The MedTech Wealth Advisor Podcast is Live!

In the first episode of The MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to offer you more than just a bio. Matt shares a deep dive into his philosophies that have shaped…

By Emily Peterson
October 12, 2023

2 Min Read