The MedTech Wealth Advisor Podcast

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.

Episodes

351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

November 20, 2025 • 6 mins
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund.
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Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal

November 6, 2025 • 31 mins
What does it really take to get a MedTech startup from concept to market? In this episode, Matt sits down with Karandeep Singh Badwal, a UK-based consultant, content creator, and host of The Medtech Podcast. They explore the realities of launching and funding MedTech ventures.
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Don’t Let Bad Timing Ruin Your Retirement Savings

October 2, 2025 • 12 mins
Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement.
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Should You Convert to a Roth Before Retirement?

September 18, 2025 • 12 mins
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.
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Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners

August 28, 2025 • 9 mins
This episode, Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth.
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Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!

August 18, 2025 • 7 mins
Would you ever pay more to the IRS… on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes now. In this episode, Matt breaks down why certain high earners should consider a Roth 401(k) conversion during a lower-income year- if their plan allows it.
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Going Public? 5 IPO Planning Tips for Employees with Stock Comp

July 31, 2025 • 11 mins
Your company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what really happens when your private company goes public, and the five things every employee with stock compensation needs to know before making a move. It’s often more complex than most people realize, so it pays to be prepared.
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The One Big Beautiful Bill Breakdown

July 24, 2025 • 8 mins
tax law changes, QSBS, AMT relief, estate tax planning, retirement strategy, QBI deduction, small business owners, financial planning, OBBB, One Big Beautiful Bill
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You Just Got Some RSUs- Now What?

July 17, 2025 • 10 mins
In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, "What now?" Matt walks through three key questions that will help you move forward with confidence. He also shares practical tips for tracking your vesting schedule and deciding whether to hold or sell your shares.
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Roth 401k: Smart Moves You’re Missing

May 8, 2025 • 13 mins
Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how to contribute to a Roth 401k through your employer plan.
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Medtronic Benefits Employees Miss Out On

May 1, 2025 • 8 mins
Medtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential. In this episode, Matt highlights three valuable but often overlooked Medtronic benefits beyond the standard 401(k). These include the Employee Stock Purchase Plan (ESPP), Health Savings Accounts (HSAs), and optional long-term disability insurance.
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Forced Into Retirement Early – Now What?

April 24, 2025 • 13 mins
In this episode, Matt and Jacob unpack a listener question about how to move forward after being forced into retirement earlier than expected. They walk through key considerations for anyone in a similar situation: how to handle severance and stock options, when (or if) to pay off a mortgage, how to approach early healthcare coverage before Medicare kicks in, and whether finding part-time work or consulting could be part of the sol...
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Can You Build a Tax-Free Retirement Fund with an HSA?

April 17, 2025 • 12 mins
Are Health Savings Accounts one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? Today, Matt and Jacob will explain why HSAs can be one of the most power-ful tools for long-term, tax-advantaged growth and why using it wisely takes more than maxing out your contributions.
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Will Social Security Really Run Out? 2025 Breakdown

April 10, 2025 • 11 mins
Lately, we've been getting a lot of questions from clients about the future of Social Security- and it’s no surprise. This topic has been making the rounds online, sparking concern and confusion. Will Social Security really run out? To help break it all down, we’re welcoming back Matt Finley, Senior Partner and Financial Advisor at Perspective 6 Group. He’ll explain what’s actually happening with Social Security, what could change,...
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5 Mistakes You’re Making In Your Medtronic Retirement Savings Plan

April 3, 2025 • 8 mins
If you’re participating in the Medtronic Retirement Savings and Investment Plan, you already understand its value, but are you using it as effectively as possible? Unfortunately, we see some simple mistakes that can easily be avoided. Today we’ll highlight each of these avoidable missteps to make sure you’re maximizing every dollar you contribute.
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How to KEEP the Full Company Contributions in Your Medtronic 401K Plan

March 27, 2025
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 g...
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Your Medtronic 401k Plan Company Contributions Explained

March 25, 2025 • 8 mins
Do you know if you are getting all of the contributions available to you in your Medtronic 401k? We’ve been getting a lot of questions about how to optimize the Medtronic 401K plan so we’re going to give you an advisor’s take on how it works and the settings that every employee should be checking.
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What Should Investors Expect From the Market in 2025?

March 13, 2025 • 20 mins
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 ...
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Tax Filing 101 for Stock Compensation Holders (Ep. 32)

February 6, 2025 • 27 mins
Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy, or are you leaving money on the table? How can you ensure accurate reporting and avoid costly mistakes? In this episode, Matt Nelson sits down with Conner Kelderman, CPA and founder of Track, to break …

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Financial Planning Q&A (Ep. 31)

January 23, 2025 • 30 mins
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, …

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