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.
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September 30, 202614 min
Markets Stay on Track (so far)
The conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields, inflation, and the impact of AI investments. The speakers emphasize the importance of earnings in driving market trends and the strategic adjustments being made in client portfolios to navigate current economic conditions. Takeaways Market remains on track Earnings drive market trends Chapters 00:00 Introduction to Market Update 01:08 2026 Market Performance Review 03:11 Flat Market Dynamics 05:02 Inflation and Interest Rates 06:50 The Importance of Earnings 07:53 AI Investments and Market Sustainability 09:56 Speculation and Corporate Responsibility 11:17 Portfolio Strategies and Adjustments 12:43 Gold as a Hedge Investment 14:10 Conclusion and Future Outlook
April 11, 202430 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 … Read More Read More
February 8, 202430 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 … Read More Read More
March 27, 2025
How to KEEP the Full Company Contributions in Your Medtronic 401K Plan
If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive. Do you know if you will be able to keep all of that money when you leave though? If you're not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually get to keep.
February 22, 202428 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 … Read More Read More
March 13, 202520 min
What Should Investors Expect From the Market in 2025?
With market volatility, tariffs, and policy changes shaping the 2025 economic landscape, how should investors react? Emotional investing can lead to poor decisions, which is why it’s so important to separate how you’re feeling about the news and what’s actually happening. In our first episode, Matt Nelson, CFP®, AIF®, ECA is joined by Matthew Finley, CFP® to provide an outlook on the market heading into Spring and evaluate what it could mean for your portfolio.
September 26, 202435 min
What Are Roth Conversions and How Can They Benefit You?
Roth conversions offer a powerful way to provide tax-free growth and withdrawals in retirement, but success depends on careful planning. By transferring funds from traditional IRAs or 401(k)s into a Roth IRA, you can manage taxes upfront. Allowing your investments to grow without future tax obligations. The key to maximizing these benefits lies in timing … Read More Read More
September 18, 202512 min
Should You Convert to a Roth Before Retirement?
Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question. Using Jerry and Ruth Crawford’s $7.3 million portfolio, he explores different strategies, from converting everything at once to filling tax brackets little by little. Here’s some of what we discuss in this episode: Full Roth conversion vs. phased approach Why converting all at once can reduce portfolio growth Lifetime tax savings with bracket targeting Impact of delaying Social Security to age 70 Flexibility and legacy benefits from tax-free Roth assets 0:00 – Intro 0:47 – Case Study 2:47 – Full Roth conversion 3:44 – Partial conversion 7:26 – Delaying Social Security 8:45 – Flexibility and legacy benefits Other Resources Our website: https://www.perspective6wealthadvisors.com/ Phone: (952) 225-0333 Email: perspective6@savvyadvisors.com Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/ Essential Financial Guides 5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/ Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/ ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/ Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/ Stay Connected Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.
December 19, 202428 min
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
April 2, 20268 min
Stock Compensation Tax Filing: What You MUST Know for 2026
Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/ Stock Compensation Tax Form Checklist → https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/ ESPP: A Comprehensive Guide → https://perspective6wealthadvisors.com/espp-guide/ If you received RSUs, stock options, or ESPP shares in 2025, tax season just got complicated. Most high earners with equity compensation make one critical mistake: they end up paying taxes twice on the same income because they don’t understand basis adjustments. In this video, we break down: Your tax filing timeline for 2026—when documents arrive and what deadlines matter The exact forms you need from your employer and brokerage (W-2, 1099-B, Forms 3921 and 3922) How to avoid the most expensive mistake—missing the basis adjustment that costs thousands Why ESPP tax reporting is more nuanced than most people realize The withholding problem that catches high earners off guard every year What you should do right now to avoid overpaying the IRS Whether you’re with Fidelity, Morgan Stanley, Schwab, or E*TRADE, understanding how your brokerage reports stock sales can save you from costly errors. If a significant portion of your compensation comes from equity, the standard 22% supplemental withholding rate probably isn’t enough to cover what you’ll actually owe. We’ll show you how to calculate whether you need quarterly estimated payments. Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products, or services mentioned here are independent of Savvy Advisors, Inc.
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