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 Group, 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.perspective6group.com.
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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 Group, 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.perspective6group.com.
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
The MedTech Wealth Advisor Podcast
28 minutes 19 seconds
10 months ago
2024 Year in Review: Big Wins, Client Success Stories, and 2025 Market Insights (Ep. 30)
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
The MedTech Wealth Advisor Podcast
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 Group, 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.perspective6group.com.
