The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast

By Matthew NelsonBusinessInvesting
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The MedTech Wealth Advisor Podcast episodes

  • 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 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 …

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    31 min
  • 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 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 …

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    30 min
  • 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 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 …

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    36 min
  • 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 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 …

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    37 min
  • 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 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 …

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    35 min
  • 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® 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 …

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    24 min
  • 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 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 …

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    39 min
  • 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 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 …

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    38 min
  • 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 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 …

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    35 min
  • 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 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 …

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    32 min

About The MedTech Wealth Advisor Podcast

From the publisher's feed

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…