Tag: Risk Management
Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)

Being Radically Different with MedTech Entrepreneur, Omar Khateeb (Ep. 15)

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What does it take to transform an industry?

Matt Nelson, CFP® explores the meaningful world of MedTech innovation with Omar Khateeb, a pioneering entrepreneur in the medical device industry. From his beginnings as a medical student to founding a consulting firm that drives digital marketing strategies for MedTech startups. Omar’s journey is a testament to the power of entrepreneurial spirit and risk-taking. Learn innovative approaches to setting new industry standards and tips to enhance market engagement.

Key Highlights:

  • From Academics to Entrepreneurship: Omar shares his pivotal shift from medical studies to revolutionizing MedTech sales
  • Revolutionizing Marketing: Learn how Omar’s advanced digital marketing rejuvenates MedTech startup sales
  • Navigating Entrepreneurial Challenges: Discover how Omar overcame startup challenges with limited resources and resilience
  • Strategic Innovation: How using risks as opportunities to carve niches in untapped markets
  • Scaling Impact: Omar emphasizes solving big problems to amplify industry impact
  • Digital Networking: Explore how LinkedIn enhances visibility and builds connections in MedTech
  • And much more!

 

Resources:

Connect with Matt Nelson:    

Connect with Perspective 6 Group:       

About Omar M. Khateeb: 

Omar M. Khateeb started a company with one mission: change how MedTech companies sell and market to physicians. That starts with teaching how to persuade at scale and drive product adoption using social media. He’s not a guru and he doesn’t have a grand theory. Instead, there’s vision backed by experience and research. Omar knows how to do it because he’s done it, so he can show you how.

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Investing for Decades Not Days (Ep. 14)

Investing for Decades Not Days (Ep. 14)

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Is your portfolio designed for sustained growth without succumbing to market speculation?

Join us for a compelling episode of The MedTech Wealth Advisor Podcast. Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive into tailored investment strategies that guide their business. This discussion emphasizes consistent, disciplined investment approaches over speculative, high-risk tactics often highlighted by the financial media. Discover strategies that could enable stable returns to support your financial future.

Key Highlights:

  • Commitment to Long-Term Growth: Leverage the power of compounding returns in robust global economies
  • Priority on Liquid Investments: Why Perspective 6 Group focuses on publicly traded investments that offer predictable, consistent returns
  • Balanced Alternative Investments: The strategic role of alternatives like private equity and real estate in complementing a strong market foundation
  • Weighing Risk and Stability: A look at the risks of speculative assets versus the stability and inflation protection offered by equities
  • Informed Portfolio Adjustments: How strategic tweaks during market shifts can enhance long-term outcomes without derailing financial goals
  • Customized Retirement Strategies: Tailor retirement plans to meet long-term growth and immediate income needs effectively
  • Dispelling Investment Myths: Debunk common myths and highlight the growing importance of technology in investment portfolios

Explore these insights and more to learn about building a resilient investment strategy.

 

Resources:

  • Do you have a topic you’d like to learn more about on this podcast? Send us an email at mwapodcast@focusfinancial.com to let us know. We look forward to hearing from you!
  • Read more on Perspective 6 Group’s Investment Philosophy here.

Connect with Matt Nelson:    

 Connect with Matthew Finley: 

Connect with Perspective 6 Group:       

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

Planning for Financial Freedom Through Life’s 3 Phases (Ep. 5)

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Is there more to wealth than just the digits in your bank account?

Join CERTIFIED FINANCIAL PLANNER™ 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 wealth with your core values.

Listen in as Matthew unveils:

  • The difference between financial independence and financial freedom
  • Life’s money stages: enjoying now, planning for surprises, and leaving something behind
  • Discovering the deeper role of a financial advisor beyond merely investments
  • The path to financial independence: income, taxes, and investing. Which is most important?
  • Rethinking retirement: Is it only about the money?
  • Thinking about money, family, and hard conversations while planning your estate
  • And much more!

 

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: 

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