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
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
RSU Mistakes to Avoid
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
MedTech Industry Benefits & Personal Finances
The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…
By Matthew Nelson
March 21, 2024
How to Transform RSUs into Wealth
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
How Do RSUs & Restricted Stock Work?
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
How to Master Employer Stock Purchase Plans
Are you making the most of Employer Stock Purchase Plans (ESPP)? 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
