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

2024 Market Outlook (Ep. 9)

Posted February 8, 2024 • 00:30:59

What does the 2024 economic forecast mean for your financial future?

Listen in as host Matt Nelson welcomes Matthew Finley to unravel the complexities...

RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)

Posted January 25, 2024 • 00:27:12

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...

How To Master ESPPs (Ep. 7)

Posted January 11, 2024 • 00:29:11

Are you making the most of Employee Stock Purchase Plans (ESPPs)?

From the intriguing to the unexpected, Matt Nelson, CFP® guides MedTech...

How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)

Posted December 28, 2023 • 00:35:52

Ever wondered if your 401(k) could do more?

Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this...

Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

Posted December 14, 2023 • 00:21:38

Is there more to wealth than just the digits in your bank account?

Join CERTIFIED FINANCIAL PLANNER professional, Matthew Nelson, as he digs...