『The MedTech Wealth Advisor Podcast』のカバーアート

The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast

著者： Matthew Nelson
無料で聴く

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 Wealth Advisors, 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.perspective6wealthadvisors.com.

2026 Matthew Nelson 個人ファイナンス 経済学
エピソード
  • Markets Stay on Track (so far)

    Markets Stay on Track (so far)
    2026/09/30

    The conversation provides an in-depth analysis of the Q4 2026 market outlook, discussing key factors influencing market performance, including bond yields, inflation, and the impact of AI investments. The speakers emphasize the importance of earnings in driving market trends and the strategic adjustments being made in client portfolios to navigate current economic conditions.


    Takeaways

    • Market remains on track
    • Earnings drive market trends


    Chapters

    • 00:00 Introduction to Market Update
    • 01:08 2026 Market Performance Review
    • 03:11 Flat Market Dynamics
    • 05:02 Inflation and Interest Rates
    • 06:50 The Importance of Earnings
    • 07:53 AI Investments and Market Sustainability
    • 09:56 Speculation and Corporate Responsibility
    • 11:17 Portfolio Strategies and Adjustments
    • 12:43 Gold as a Hedge Investment
    • 14:10 Conclusion and Future Outlook
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    15 分
  • Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)

    Building Roots: A Passion for Legacy With Matthew Finley, CFP® (Ep. 13)
    2024/04/11
    Can a background in medicine and 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 financial advisor, this is a fascinating episode of The MedTech Wealth Advisor Podcast. Join our host, Matt Nelson as he dives …

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    30 分
  • 2024 Market Outlook (Ep. 9)

    2024 Market Outlook (Ep. 9)
    2024/02/08
    What does the 2024 economic forecast mean for your financial future? Listen in as host Matt Nelson welcomes Matthew Finley to unravel the complexities of today’s economy. Together they offer valuable insights into the current economic landscape, guiding listeners through equity compensation, market predictions, inflation trends, and pragmatic investment strategies. Navigating the Market Outlook: Why …

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    31 分
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