The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 6: How to Maximize Your 401(k)

    How to Maximize Your 401(k)

    Ever wondered if your 401(k) could be doing more? Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and…

    By Matthew Nelson
    December 28, 2023

    2 Min Read
    Photograph of someone holding a phone with a tablet and computer up all monitoring the stock market to illustrate the need for sound advice in regards to non-qualified stock options taxation.

    Decoding Non-Qualified Stock Options Taxation

    Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…

    By Jacob LaRue
    November 30, 2023

    2 Min Read
    Podcast graphic for Episode 4 of The MedTech Wealth Advisor Podcast "Making the Most of MedTech" in text. Featuring a portrait of Matt Nelson, CFP.

    Making the Most of MedTech

    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,…

    By Matthew Nelson
    November 23, 2023

    2 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 3: Crafting Financial Solutions for MedTech Professionals

    Crafting Financial Solutions for MedTech Professionals

    How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor Podcast “Crafting Financial Solutions for MedTech Professionals”, host Matthew Nelson dives into what…

    By Matthew Nelson
    November 9, 2023

    2 Min Read

    The MedTech Wealth Advisor Podcast is Live!

    In the first episode of The MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to offer you more than just a bio. Matt shares a deep dive into his philosophies that have shaped…

    By Emily Janak
    October 12, 2023

    2 Min Read
    Photograph of a pile of gold coins with a small green leafy plant growing out of it to illustrate the growth Incentive Stock Options can allow for.

    What are Incentive Stock Options?

    Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…

    By Jacob LaRue
    October 5, 2023

    2 Min Read

    Medical Alley Partnership

    Perspective 6 Group is excited to announce that we’re officially a Medical Alley partner!  We are thrilled to take part in Medical Alley and its global community. With this partnership, our team will gain even more…

    By Emily Janak
    July 24, 2023

    2 Min Read