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.
Making informed financial decisions can be the difference between financial stress and financial independence. Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt Nelson and Matthew Finley answer real client questions, addressing topics like maximizing retirement savings, understanding investment strategies, … 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.
