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

Investing for Decades Not Days (Ep. 14)

Posted April 25, 2024 • 00:43:20

Is your portfolio designed for sustained growth without succumbing to market speculation?

Join us for a compelling episode of The MedTech Wealth...

Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

Posted April 11, 2024 • 00:30:20

Can a background in medicine and microbiology revolutionize financial advising?

Discover the remarkable transformation of Matthew Finley, CFP®,...

RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)

Posted March 28, 2024 • 00:33:51

Could you be avoiding the common mistakes made with RSUs?

The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale....

Important Tax Planning Numbers for 2024 (Ep. 11)

Posted March 14, 2024 • 00:28:25

Limits, Contributions, Deductions – Do you know the critical updates for each in 2024?

Join Matt Nelson, CFP® & Jacob LaRue, CFP® in...

RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)

Posted February 22, 2024 • 00:28:10

Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool?

Building on the foundational knowledge from