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
Follow Our Podcast
Recent Episodes
What Are Roth Conversions and How Can They Benefit You?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning.
By...
How Roth IRAs Work
Wondering how Roth IRAs give you a tax advantage? Curious about non-retirement uses like college and buying a home? This episode dives deep into the...
How to Navigate and Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode.
Unlocking the potential of...
Case Study: Crafting a Financial Independence Plan
Transform your assets into the life you’ve always dreamed of!
In this episode of the MedTech Wealth Advisor podcast, host Matt Nelson, CFP®...
Preparing for Financial Independence with a Lifetime Income Plan
Retirement isn’t a one-size-fits-all endeavor. Crafting a personalized income plan empowers you to prepare for financial independence and gain control...
POWERED BY BLUBRRY
