The MedTech Wealth Advisor Podcast

Is there more to wealth than just the digits in your bank account? Join C ERTIFIED F INANCIAL P LANNER professional, Matthew Nelson, as he digs beneath the surface of what we know as financial independence. While financial independence means living without depending on generating continuous income, Matthew provides a different goal to aspire to: achieving ‘financial freedom’ by aligning your wealt...

The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join C ERTIFIED F INANCIAL P LANNER professional, Matt Nelson, as he discusses the unique financial challenges and opportunities that come with the MedTec...

How do MedTech professionals navigate the complex world of financial planning and wealth management?  In the third episode of The MedTech Wealth Advisor Podcast, host Matthew Nelson dives into what makes his firm unique in catering to the specific needs of those in the MedTech industry. Throughout the episode, Matt unravels: How operating within Focus Financial enhances freedom and fosters teamwor...

Ready for a different perspective on wealth? Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined forces with Matt Finley to focus on role-specialization for elite clie...

Why does Matthew Nelson blend Captain Kirk’s passion with Mr. Spock’s logic in his investment philosophy? In this inaugural episode of the MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to share his personal and professional journey. This isn’t just another bio episode; it’s a revelation into Matthew’s unique philosophies on money, life, and resil...

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 mone...