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

Your Medtronic 401k Plan Company Contributions Explained

Posted March 25, 2025 • 00:08:16

Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to...

What Should Investors Expect From the Market in 2025?

Posted March 13, 2025 • 00:20:14

With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to...

Tax Filing 101 for Stock Compensation Holders (Ep. 32)

Posted February 6, 2025 • 00:27:37

Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements.

Are you maximizing your tax...

Financial Planning Q&A (Ep. 31)

Posted January 23, 2025 • 00:30:43

Making informed financial decisions can be the difference between financial stress and financial independence.

Are you confident in your strategy...

2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)

Posted December 19, 2024 • 00:28:19

In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client...