Sign up to save your podcasts
Or
Share The MedTech Wealth Advisor Podcast
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The MedTech Wealth Advisor Podcast episodes
- How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)Ever wondered if your 401(k) could do more? Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and entrepreneurs, this episode is loaded with insights into optimizing your 401(k) retirement plan. Key Highlights: Maximizing Contributions: Unearth the secrets …
Read More Read More
36 min - Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)Is there more to wealth than just the digits in your bank account? Join CERTIFIED FINANCIAL PLANNER™ professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ …
Read More Read More
22 min - Making the Most of MedTech (Ep. 4)The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities …
Read More Read More
29 min - Crafting Financial Solutions For MedTech Professionals (Ep. 3)How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor Podcast, host Matthew Nelson dives into what makes his firm unique in catering to the specific needs of those in the MedTech industry. Throughout the episode, Matt unravels: How operating within Focus …
Read More Read More
25 min - The Transformation Into Perspective 6 Group (Ep. 2)Ready for a different perspective on wealth? Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined …
Read More Read More
21 min - Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)Why does Matthew Nelson blend Captain Kirk’s passion with Mr. Spock’s logic in his investment philosophy? In this inaugural episode of the MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to share his personal and professional journey. This isn’t just another bio episode; it’s a revelation into Matthew’s unique philosophies on money, …
Read More Read More
28 min - The MedTech Wealth Advisor Podcast: Coming SoonGuiding 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 and more. The MedTech Wealth Advisor podcast is dedicated to teaching professionals …
Read More Read More
1 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…
about, or simply retire on your terms, Matt will cover all this and more. The MedTech Wealth Advisor podcast is dedicated to teaching professionals and entrepreneurs in the MedTech field how to save more money, pay less in taxes, and maximize their unique benefits. Matthew Nelson is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™, and Equity Compensation Associate with Perspective 6 Wealth Advisors, a financial planning firm dedicated to the professionals in MedTech. To learn more about our services and see important disclosures please visit our website www.perspective6wealthadvisors.com.