The MedTech Wealth Advisor Podcast

Wondering if you’re handling your stock compensation taxes correctly? Let’s build a strategy tailored to your equity → https://www.perspective6wealthadvisors.com/matt/ Stock Compensation Tax Form Checklist →...

Want a tax-efficient plan for your 2026 stock compensation? Let’s build a strategy together → https://www.perspective6wealthadvisors.com/start-here/   If you’re receiving RSUs, stock options, or...

You’ve probably heard the advice to hold on to your company stock. It feels logical- you work there, you believe in the business, and selling can feel disloyal. But what if that advice is actually putting your financial...

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...

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...

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...

Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important...

Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question. Using Jerry and Ruth...

Have you ever maxed out your 401k and thought, ‘Where else can I put money that grows tax-free?’ If you’re a high earner, especially working in MedTech or the corporate world, this strategy might...

Would you ever pay more to the IRS… on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes now. In this episode, Matt breaks down...

Your company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what really happens when your private company goes public, and the five things...

A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). While most headlines are focused on the politics, we’re zeroing in on what it means if you’re retired, a business...

In this episode, Matt dives into one of the most common forms of equity compensation: Restricted Stock Units (RSUs). If your company just handed you some stock, you may be asking yourself, “What now?” Matt...

Roth 401k contributions can be a powerful tool, but only if you know how to use them wisely. In this episode, Matt shares practical tax strategies for deciding when, why, and how to contribute to a Roth 401k through...

Medtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential. In this episode, Matt highlights three valuable but often overlooked...