Month: November 2023

Making the Most of MedTech (Ep. 4)

Making the Most of MedTech (Ep. 4)

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 CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities that come with the MedTech industry. From startup risks to equity compensations, Matt’s insights shed light on maximizing benefits and ensuring long-term financial stability for MedTech professionals.

Throughout the discussion, Matt touches upon:

  • How MedTech professionals can balance their passion with profit
  • What a Mega Backdoor Roth is and how to utilize it to reshape your financial future
  • How professionals can navigate the treacherous waters of high risks to reap those high rewards
  • What strategies you can implement to ensure you’re not putting all your eggs in one risky basket
  • And other invaluable insights!

 

Resources:

Connect with Matt Nelson:

Connect with Perspective 6 Group:

Crafting Financial Solutions For MedTech Professionals (Ep. 3)

Crafting Financial Solutions For MedTech Professionals (Ep. 3)

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 teamwork
  • The driving forces and passion behind specializing in the MedTech industry
  • The firm’s commitment to assisting professionals in “Medical Alley” in making informed and impactful decisions
  • Customized strategies tailored for diverse MedTech professionals
  • And more!

 

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: