Episodes

Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy, or are you leaving money on the table? How can you ensure accurate reporting and avoid costly mistakes? In this episode, Matt Nelson sits down with Conner Kelderman, CPA and founder of Track, to break … Read More Read More

Making informed financial decisions can be the difference between financial stress and financial independence. Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt Nelson and Matthew Finley answer real client questions, addressing topics like maximizing retirement savings, understanding investment strategies, … Read More Read More

In this episode, Matt Nelson, Matthew Finley, and Jacob LaRue review the year’s highlights for Perspective 6 Group. They discuss transformative client outcomes, tax-saving strategies, and tailored financial planning approaches. Packed with insights, this episode showcases the value of personalized advice in achieving long-term goals. You’ll hear: Reflections on client achievements, including 256 review meetings, … Read More Read More

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 to two new team members at Perspective 6 Group, Grace Hennen and Karissa McLaren. Tune in to hear about their unique backgrounds, how they landed in the MedTech financial advising … Read More Read More

How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds (DAFs) might be the key. Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values. They … Read More Read More

Are you making the most of your contributions? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings. The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for … Read More Read More

Life insurance might not be the most exciting topic, but it’s crucial for safeguarding your financial future. And the golden question is: How much life insurance is enough? We’ve got the answer this week on The MedTech Wealth Advisor Podcast. Matt Nelson and Jacob LaRue talk about how to determine the appropriate amount of life … Read More Read More

Navigating your investment options can feel overwhelming. Especially in 2024 with inflation, interest rates, and the election on everyone’s mind. In this episode, Matt Nelson, CFP® is joined by Director of Investments for Perspective 6 Group, Matthew Finley, CFP®. Together they tackle some of the most pressing financial questions they’ve received from clients. You’ll gain … Read More Read More

Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes upfront. Allowing your investments to grow without future tax obligations. The key to maximizing these benefits lies in timing … Read More Read More

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 strategic advantages of Roth IRAs and their role in preparing you for your financial future. For working professionals, navigating retirement planning is critical. This episode reveals how Roth IRAs can … Read More Read More

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 your non-qualified stock options (NSOs) can be essential in achieving financial independence, particularly in the MedTech industry. Understanding the intricacies of NSOs can empower you to make informed decisions about … Read More Read More

Transform your assets into the life you’ve always dreamed of! In this episode of the MedTech Wealth Advisor podcast, host Matt Nelson, CFP® and Jacob LaRue, CFP® go through a real-life example in a case study. They discuss the imperative considerations and how they created a Financial Independence Plan unique to the client. The first … Read More Read More

Retirement isn’t a one-size-fits-all endeavor. Crafting a personalized income plan empowers you to prepare for financial independence and gain control of your future. Matt Nelson, CFP® is joined by Head of Financial Planning at Perspective 6 Group, Jacob LaRue, CFP®. The pair discuss the art of crafting an effective income plan that sustains your lifestyle … Read More Read More

Ready to explore cutting-edge MedTech innovation and its career impact? Matt Nelson, CFP®, and Frank Jaskulke, the now former VP of Innovation at Medical Alley, join together to discuss how Medical Alley drives healthcare advancements. Celebrating 40 years in 2024, Medical Alley has led initiatives like the angel investor tax credit and the Medical Device … Read More Read More

Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D. gets into advanced estate planning strategies for MedTech professionals and entrepreneurs. They explore the critical roles of wills and … Read More Read More

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 with professional guidance on this episode of the MedTech Wealth Advisor Podcast. Matt Nelson discusses the fundamentals of estate planning with Jen Santini, an esteemed leader within the Minnesota … Read More Read More

What drives a financial planner to focus on factors beyond the numbers? In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial planning landscape. Growing up in a Chicago … Read More Read More

What does it take to transform an industry? Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital marketing strategies for MedTech startups. Omar’s journey is a testament to … Read More Read More

Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast. Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics … Read More Read More

Can a background in medicine and microbiology revolutionize financial advising? Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives … Read More Read More

Could you be avoiding the common mistakes made with RSUs? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a guest anymore?). They continue building on the foundational knowledge from Parts 1 and 2, digging deeper … Read More Read More

Limits, Contributions, Deductions – Do you know the critical updates for each in 2024? Join Matt Nelson, CFP® & Jacob LaRue, CFP® in the latest episode of the MedTech Wealth Advisor Podcast. Together they share insights for professionals and entrepreneurs, providing essential tax planning strategies and contribution limits to set you up for success this … Read More Read More

Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of Restricted Stock Units (RSUs). Join host Matt Nelson and financial planner Jacob LaRue as they further explore the nuances … Read More Read More

What does the 2024 economic forecast mean for your financial future? Listen in as host Matt Nelson welcomes Matthew Finley to unravel the complexities of today’s economy. Together they offer valuable insights into the current economic landscape, guiding listeners through equity compensation, market predictions, inflation trends, and pragmatic investment strategies. Navigating the Market Outlook: Why … Read More Read More