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 his approach to money, life, and resilience.
You can now enjoy our professional advice and insight wherever you are. Introducing The MedTech Wealth Advisor Podcast!
The MedTech Wealth Advisor podcast is a show dedicated to teaching professionals and entrepreneurs in the MedTech field how to save more money, pay less taxes, and become financially independent. Certified Financial Planner™ professional, Matthew Nelson as he draws from years of experience and speaks with guest experts to solve the biggest challenge – aligning your money with your values while thriving in the mission-driven world of MedTech.
In this episode, Matthew covers:
- How growing up on a dairy farm ignited Matthew’s entrepreneurial spirit and prepared him for the world of finance
- What mountain biking can teach us about discipline and resilience in professional life
- Why individuals in the MedTech field who are nearing or in retirement should consider MedTech Wealth Advisor for their investment, retirement, and tax planning needs
- How a blend of emotional intuition and rational logic can serve your financial planning journey
- And much more!
Listen to our first podcast now!
Click here to subscribe on iTunes, Android, and your favorite podcast channel!
Keep up with our podcasts and get exclusive access by connecting with Matthew Nelson on LinkedIn.
About Matthew Nelson
Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.