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
Young Careers in Financial Advising (Ep. 29)
What drives someone to pack up and move for a career?
In this episode of The MedTech Wealth Advisor Podcast, host Matt Nelson introduces listeners...
The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
How can you maximize your charitable giving while minimizing your taxes?
Donor-advised funds (DAFs) might be the key.
Join Matt Nelson...
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)
Are you making the most of your contributions?
This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on...
How Much Life Insurance Do I Need? (Ep. 26)
Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future.
And the golden question is: How...
Investment FAQs Answered: CDs, Interest Rates, and the Election (Ep. 25)
Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind.
In...
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