The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast

By Matthew NelsonBusinessInvesting
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The MedTech Wealth Advisor Podcast episodes

  • 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 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 …

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    31 min
  • 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 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 …

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    46 min
  • Investing for Decades Not Days (Ep. 14)
    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 …

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

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    31 min
  • RSUs Part 3: RSU Mistakes to Avoid (Ep. 12)
    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 …

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    34 min
  • Important Tax Planning Numbers for 2024 (Ep. 11)
    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 …

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    29 min
  • RSUs Part 2: How To Transform RSUs into Wealth (Ep. 10)
    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 …

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    29 min
  • 2024 Market Outlook (Ep. 9)
    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 …

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    31 min
  • RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)
    Have you been offered stock options at your company, but aren’t sure how to proceed? Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matthew Nelson and Jacob LaRue in this enlightening MedTech Wealth Advisor episode. Designed specifically for professionals in the MedTech sector, this comprehensive discussion unravels the complexities …

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    28 min
  • How To Master ESPPs (Ep. 7)
    Are you making the most of Employee Stock Purchase Plans (ESPPs)?  From the intriguing to the unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds light on how ESPPs, often an underutilized benefit, can significantly impact financial well-being, especially in the MedTech industry. …

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    30 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…