MedTech Wealth Advisor

Stock Compensation Tax Filing: What You MUST Know for 2026

By Perspective 6 Group | April 2, 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 …

Plan Your Stock Compensation for 2026

By Perspective 6 Group | March 10, 2026

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 …

3 Times Selling Company Stock Makes More Sense Than Holding

By Perspective 6 Group | January 22, 2026

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?

2025 in Review: What’s Ahead for Investors in 2026?

By Perspective 6 Group | January 8, 2026

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.

351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes

By Perspective 6 Group | November 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.

Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal

By Perspective 6 Group | November 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.

Don’t Let Bad Timing Ruin Your Retirement Savings

By Perspective 6 Group | October 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.

Should You Convert to a Roth Before Retirement?

By Perspective 6 Group | September 18, 2025

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.

Mega Backdoor Roth Explained: The Tax-Free Growth Strategy for High Earners

By Perspective 6 Group | August 28, 2025

This episode, Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth.

Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!

By Perspective 6 Group | August 18, 2025

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.