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
Exploring MedTech Innovation in Medical Alley (Ep. 19)
Ready to explore cutting-edge MedTech innovation and its career impact?
Matt Nelson, CFP®, and Frank Jaskulke, the now former VP of Innovation...
Estate Planning: Beyond the Basics with Jen Santini, J.D. (Ep. 18)
Have you planned how your assets will be handled after you’re gone?
Building on foundational estate planning strategies, this episode of the...
The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)
Did you know you have an estate plan whether you know it or not?
Uncover the critical importance of choosing the right proxies in estate planning...
Jacob’s Journey: Building a Foundation on Integrity and Family Values (Ep. 16)
What drives a financial planner to focus on factors beyond the numbers?
In this week’s dialogue on the MedTech Wealth Advisor Podcast, host...
Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)
What does it take to transform an industry?
Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering...
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