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
Going Public? 5 IPO Planning Tips for Employees with Stock Comp
Your company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what...
The One Big Beautiful Bill Breakdown
A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). While most headlines are focused on the...
You Just Got Some RSUs- Now What?
In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you...
Roth 401k: Smart Moves You’re Missing
Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for...
Medtronic Benefits Employees Miss Out On
Medtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential....
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