A $43,000 surprise tax bill turned into a triple win & here’s exactly how we did it… 💰 When an unexpected bonus creates a massive tax problem, most high earners simply write the check and move on. But what if that problem could become an opportunity? In this case study, we walk through a real …
✅ 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 → https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/ 📌ESPP: A Comprehensive Guide → https://perspective6wealthadvisors.com/espp-guide/ If you received RSUs, stock options, or ESPP shares in 2025, tax season just got complicated. Most high earners with equity …
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 performance shares in 2026, waiting until tax season to figure out your strategy could cost you tens of thousands in unnecessary taxes. Most high earners earning $250k+ make the same …
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 future at risk?
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.
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.
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.
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 concepts to understand within 5–7 years of retirement.
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.
This episode, Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth.