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The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast

By: Matthew Nelson
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About this listen

 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.Copyright © 2025 MedTech Wealth Advisor Economics Personal Finance
Episodes
  • 351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

    351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
    Nov 20 2025
    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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    6 mins
  • Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal

    Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
    Nov 6 2025
    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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    31 mins
  • Don’t Let Bad Timing Ruin Your Retirement Savings

    Don’t Let Bad Timing Ruin Your Retirement Savings
    Oct 2 2025
    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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    13 mins
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