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Toggle Navigation MedTech Wealth Advisor * Home * About Us * Subscribe to Podcast MedTech Wealth Advisor How To Transform RSUs into Wealth Part 2 (Ep. 10) HOW TO TRANSFORM RSUS INTO WEALTH PART 2 (EP. 10) BY MEDTECHWEALTHADVISOR | FEBRUARY 22, 2024 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 2024 Market Outlook (Ep. 9) 2024 MARKET OUTLOOK (EP. 9) BY MEDTECHWEALTHADVISOR | FEBRUARY 8, 2024 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 RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8) RSUS PART 1: HOW DO RSUS & RESTRICTED STOCK WORK? (EP. 8) BY MEDTECHWEALTHADVISOR | JANUARY 25, 2024 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 … Read More Read More How To Master ESPPs (Ep. 7) HOW TO MASTER ESPPS (EP. 7) BY MEDTECHWEALTHADVISOR | JANUARY 11, 2024 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. … Read More Read More How To Maximize Your 401(k) With Matthew Nelson (Ep. 6) HOW TO MAXIMIZE YOUR 401(K) WITH MATTHEW NELSON (EP. 6) BY MEDTECHWEALTHADVISOR | DECEMBER 28, 2023 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 Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5) PLANNING FOR FINANCIAL FREEDOM THROUGH LIFE’S 3 PHASES (EP. 5) BY MEDTECHWEALTHADVISOR | DECEMBER 14, 2023 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 Making the Most of MedTech (Ep. 4) MAKING THE MOST OF MEDTECH (EP. 4) BY MEDTECHWEALTHADVISOR | NOVEMBER 23, 2023 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 Crafting Financial Solutions For MedTech Professionals (Ep. 3) CRAFTING FINANCIAL SOLUTIONS FOR MEDTECH PROFESSIONALS (EP. 3) BY MEDTECHWEALTHADVISOR | NOVEMBER 9, 2023 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 The Transformation Into Perspective 6 Group (Ep. 2) THE TRANSFORMATION INTO PERSPECTIVE 6 GROUP (EP. 2) BY MEDTECHWEALTHADVISOR | OCTOBER 26, 2023 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 Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1) INTRODUCING MATTHEW NELSON: A LIFELONG JOURNEY TO FINANCIAL ADVISORY (EP. 1) BY MEDTECHWEALTHADVISOR | OCTOBER 12, 2023 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 POSTS NAVIGATION OLDER POSTS Search Search SUBSCRIBE TO PODCAST Apple PodcastsGoogle PodcastsSpotifyAmazon MusicAndroidPandoraiHeartRadioBlubrryPodcast Indexby EmailTuneInRSSMore Subscribe Options RECENT POSTS * How To Transform RSUs into Wealth Part 2 (Ep. 10) * 2024 Market Outlook (Ep. 9) * RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8) * How To Master ESPPs (Ep. 7) * How To Maximize Your 401(k) With Matthew Nelson (Ep. 6) ARCHIVES * February 2024 * January 2024 * December 2023 * November 2023 * October 2023 CATEGORIES * Business * Education * Finance * Financial Advisor * Financial Planning * Investing * Medical Technology * Retirement * Uncategorized © 2024 MedTech Wealth Advisor | Powered by Outstandingthemes