Tag: Financial Planning For MedTech
How To Master ESPPs (Ep. 7)

How To Master ESPPs (Ep. 7)

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Are you making the most of Employee Stock Purchase Plans (ESPPs)? 

From the intriguing to the unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds light on how ESPPs, often an underutilized benefit, can significantly impact financial well-being, especially in the MedTech industry.

Key Highlights:

  • Unlocking ESPP Secrets: Discover the intricate workings of ESPPs, the ‘look back’ feature and its impact on stock purchasing
  • The Art of Profitable Stock Buying: Learn how purchasing stocks at a discount can yield substantial financial returns, with real-life examples to illustrate
  • Navigating the Tax Maze of ESPPs: Gain expert insight on ESPP tax complexities and learn how holding periods affect tax rates
  • Strategic Stock Selling: Rethink the necessity of holding stocks with insights on when to sell for optimal tax benefits
  • Maximizing ESPP Contributions: Understand how to effectively manage finances for ESPP contributions, and how they differ from traditional 401(k) plans
  • The Double-Edged Sword of ESPPs: Explore the risks and tax complications associated with ESPPs and learn how to navigate them wisely
  • Tailoring ESPPs to Your Financial Goals: Learn how to align ESPPs with your financial objectives, whether it’s for significant purchases or long-term planning
  • And much more!

 

Resources:

Connect with Matt Nelson: 

Connect with Perspective 6 Group:     

Connect with Jacob LaRue: 

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How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)

How To Maximize Your 401(k) With Matthew Nelson (Ep. 6)

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Ever wondered if your 401(k) could do more?

Unlock the full potential of your 401(k) with financial planning professional Matt Nelson in this episode of “The MedTech Wealth Advisor Podcast”. Tailored for MedTech professionals and entrepreneurs, this episode is loaded with insights into optimizing your 401(k) retirement plan.

Key Highlights:

  • Maximizing Contributions: Unearth the secrets to accessing ‘free money’ via employer matches
  • Navigating Contribution Types: Journey through the complexities of different contribution types and how they impact your financial future
  • Balancing for Future Tax Gains: Master the strategy of aligning contributions to reap maximum tax benefits down the line
  • Exploring Employer Matches: Dive into the lesser-known aspects of employer matches and their potential to significantly bolster your retirement savings
  • The Early Bird Advantage: Understand why initiating your 401(k) contributions early can lead to a more prosperous retirement
  • And much more!

 

Resources:

Connect with Matthew Nelson:  

Connect with Perspective 6 Group:  

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More