The MedTech Wealth Advisor Podcast Titelbild

The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast

Von: Matthew Nelson
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Guiding MedTech professionals to Financial Freedom. Whether you have questions about your new job offer, what to do with your company stock plan, how to start the company you’ve been dreaming about, or simply retire on your terms, Matt will cover all this and more. The MedTech Wealth Advisor podcast is dedicated to teaching professionals and entrepreneurs in the MedTech field how to save more money, pay less in taxes, and maximize their unique benefits. Matthew Nelson is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™, and Equity Compensation Associate with Perspective 6 Group, a financial planning firm dedicated to the professionals in MedTech. To learn more about our services and see important disclosures please visit our website www.perspective6group.com.Copyright © 2025 MedTech Wealth Advisor Persönliche Finanzen Ökonomie
  • 2025 in Review: What’s Ahead for Investors in 2026?
    Jan 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.

    They reflect on the sharp early-year pullback in 2025, the surprising number of new all-time highs that followed, and what long-term data, not headlines, suggest about where markets may be headed next. The conversation covers earnings growth, interest rates, volatility, AI spending, and the difference between healthy risk and speculative fear.

    Here’s some of what we discuss in this episode:

    Why a 19% drawdown didn’t derail the year

    What 37 new all-time highs really signal

    How earnings growth shapes market expectations

    Understanding volatility vs. long-term returns

    AI, policy risks, and potential market catalysts

    0:00 – Intro

    2:03 – 2025 pullback and tariff volatility

    4:59 – Earnings growth, forecast ranges, and expectations

    7:19 – Intra-year declines and market volatility

    12:00 – AI, profitability, and the “bubble” question

    14:14 – Positive and negative catalysts ahead

    16:30 – Takeaways

    Resources for this episode:

    2026 Market Outlook Article:

    https://www.perspective6wealthadvisors.com/market-outlook-2026-making-calculated-risks/

    2025 Market Outlook Article:

    https://www.perspective6wealthadvisors.com/2025-market-outlook-insights-on-navigating-volatility/

    Tariff Article:

    https://www.perspective6wealthadvisors.com/tariffs-explained-the-good-bad-and-whats-next/

    Resources

    Our website: https://www.perspective6wealthadvisors.com/

    Phone: (952) 225-0333

    Email: perspective6@savvyadvisors.com

    Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/

    Essential Financial Guides

    5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

    Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/

    ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/

    Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/

    Stay Connected

    Check us out on YouTube: https://www.youtube.com/@P6Wealth

    LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors

    Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.

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    18 Min.
  • 351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
    Nov 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.
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    6 Min.
  • Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
    Nov 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.
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    31 Min.
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