Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
What 2025 Means for Investors: Key Trends to Watch
Change is the name of the game in 2025, and it’s shaping up to be a big year for investors to keep their eyes wide open. Our firm recently had Michael Townsend, Managing Director, Legislative and…
By Matthew Nelson
February 7, 2025
Tax Filing 101 for Stock Compensation Holders
Listen to Tax Filing 101 for Stock Compensation Holders! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy,…
By Emily Peterson
February 6, 2025
Financial Planning Q&A
Listen to Financial Planning Q&A! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt…
By Emily Peterson
January 23, 2025
What Are Roth Conversions?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes…
By Emily Peterson
September 26, 2024
How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? How Roth IRAs even work? This episode dives deep into the strategic advantages of Roth IRAs and…
By Emily Peterson
September 12, 2024
How to Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…
By Emily Peterson
August 22, 2024
Financial Independence Plan Case Study
Transform your assets into the life you’ve always dreamed of! In this episode of the MedTech Wealth Advisor podcast, host Matt Nelson, CFP® and Jacob LaRue, CFP® go through a real-life example in a case study.…
By Emily Peterson
August 8, 2024
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
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
