The MedTech Wealth Advisor Podcast

A $43,000 surprise tax bill turned into a triple win & here’s exactly how we did it…

When an unexpected bonus creates a massive tax problem, most high earners simply write the check and move on. But what if that problem could become an opportunity?

In this case study, we walk through a real pattern I see regularly: a high earner with RSUs and ESPP shares facing significant underpayment penalties, underwater compan...

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...

Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/

If you’re receiving RSUs, stock options, or performance shares in 2026, waiting until tax season to figure out your strategy could cost you tens of thousands in unnecessary taxes.

Most high earners earning $250k+ make the same mistake: they react to stock compensation ins...

You’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel disloyal. But what if that advice is actually putting your financial future at risk?

In this episode, Matt explains why holding too much company stock can quietly become one of the riskiest financial decisions you make. From Silicon Valley Bank to Meta, Matt walks through three...

Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.

They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where marke...

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. While they sound similar, they serve completely different types of investors and portfolio problems.

You’ll learn how a 351 Exchange can hel...

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. Unpacking why early regulatory planning is a competitive advantage, how to avoid underestimating costs, and what founders often miss about sales and reimburs...

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. You’ll see real examples of how early losses can quietly drain decades of savings, and why the order of your returns matters just as much as the retur...

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 ...

Have you ever maxed out your 401k and thought, ‘Where else can I put money that grows tax-free?’ If you’re a high earner, especially working in MedTech or the corporate world, this strategy might change the way you save for retirement. Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth. It’s a legal workaround for those who can&rsquo...