The MedTech Wealth Advisor Podcast

Guiding MedTech professionals to Financial Freedom. Whether you have questions about your new job offer, what to do with your company stock plan, how to start the company you’ve been dreaming about, or simply retire on your terms, Matt will cover all this

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Recent Episodes

Stock Compensation Tax Filing: What You MUST Know for 2026

Posted April 2, 2026 • 00:08:30

Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/

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Plan Your Stock Compensation for 2026

Posted March 10, 2026 • 00:05:59

Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/

If...

3 Times Selling Company Stock Makes More Sense Than Holding

Posted January 22, 2026 • 00:11:12

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...

2025 in Review: What’s Ahead for Investors in 2026?

Posted January 8, 2026 • 00:17:50

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...

351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

Posted November 20, 2025 • 00:06:04

Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically...