The MedTech Wealth Advisor Podcast

The conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields, inflation, and the impact of AI investments. The speakers emphasize the importance of earnings in driving market trends and the strategic adjustments being made in client portfolios to navigate current economic conditions. Takeaways Market remains on track Earnings drive market trends Chapters 00:00 Introduction to Market Update 01:08 2

A $43,000 surprise tax bill turned into a triple win & here’s exactly how we did it… When an unexpected bonus creates a massive tax problem, most high earners simply write the check and move on. But what if that problem could become an opportunity? In this case study, we walk through a real pattern I see regularly: a high earner with RSUs and ESPP shares facing significant underpayment penalties, underwater company stock sitting idle, and years of charitable giving with no real strategy behind

Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/ Stock Compensation Tax Form Checklist → https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/ ESPP: A Comprehensive Guide → https://perspective6wealthadvisors.com/espp-guide/ If you received RSUs, stock options, or ESPP shares in 2025, tax season just got complicated. Most high earners with equity compensati

Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/ If you’re receiving RSUs, stock options, or performance shares in 2026, waiting until tax season to figure out your strategy could cost you tens of thousands in unnecessary taxes. Most high earners earning $250k+ make the same mistake: they react to stock compensation instead of planning for it. By the time the first vesting hits, the income is a

You’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel disloyal. But what if that advice is actually putting your financial future at risk? In this episode, Matt explains why holding too much company stock can quietly become one of the riskiest financial decisions you make. From Silicon Valley Bank to Meta, Matt walks through three clear situations when selling your company stock may be the smarter m

Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead. They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where markets may be headed next. The conversation covers earnings growth, interest rates, volatility