Estate Planning: Beyond the Basics with Jen Santini
Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D.…
By Emily Peterson
June 27, 2024
Election Year Investing: What Investors Need to Know for 2024
Here we are again for everyone’s favorite time, an election year! With the added caveat of 2024 not only an election year, but a Presidential election year. During times of election year investing, we often must…
By Emily Peterson
June 20, 2024
Fundamentals of Estate Planning with Jen Santini
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with professional guidance on this episode of the MedTech Wealth…
By Emily Peterson
June 13, 2024
Jacob’s Journey: Built on Integrity and Family Values
In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial…
By Emily Peterson
May 23, 2024
MedTech Entrepreneur, Omar Khateeb
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…
By Emily Peterson
May 9, 2024
Investing for Decades Not Days
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…
By Emily Peterson
April 25, 2024
Looking for a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
By Matthew Nelson
April 18, 2024
Financial Freedom vs. Financial Independence
Financial independence does not equal financial freedom. Let’s explore what the difference is between financial independence and financial freedom. As well as three major planning areas for professionals in the MedTech industry. Including, planning to reach…
By Emily Peterson
April 18, 2024
A Passion for Legacy with Matthew Finley, CFP®
Matthew Finley, CFP® on how a background in microbiology revolutionize financial advising. Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful…
By Emily Peterson
April 11, 2024
7 Expert Strategies to Maximize Your 401(k)
Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially, when it comes to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…
By Matthew Nelson
April 4, 2024
