Tag: Financial Strategies
The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

The Basics of Charitable Giving: Cash, Stocks, IRAs (Ep. 27)

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Are you making the most of your contributions?

This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings. 

The episode outlines the importance of prioritizing values over tax savings, covers key methods of giving, and provides strategies for maximizing the benefits of donations.

They discuss: 

  • The importance of prioritizing your values over tax savings when engaging in charitable giving
  • An overview of tax considerations and limitations on charitable contributions
  • Strategies for donating low-basis stock and how it can be more beneficial than cash donations
  • The benefits of Qualified Charitable Distributions (QCDs) for retirees, especially those with required minimum distributions (RMDs)
  • And more!

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Making the Most of MedTech (Ep. 4)

Making the Most of MedTech (Ep. 4)

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The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities?

Venture beyond the ordinary to a place where MedTech isn’t just a concept, but an experience. Join CERTIFIED FINANCIAL PLANNER™ professional, Matt Nelson, as he discusses the unique financial challenges and opportunities that come with the MedTech industry. From startup risks to equity compensations, Matt’s insights shed light on maximizing benefits and ensuring long-term financial stability for MedTech professionals.

Throughout the discussion, Matt touches upon:

  • How MedTech professionals can balance their passion with profit
  • What a Mega Backdoor Roth is and how to utilize it to reshape your financial future
  • How professionals can navigate the treacherous waters of high risks to reap those high rewards
  • What strategies you can implement to ensure you’re not putting all your eggs in one risky basket
  • And other invaluable insights!

 

Resources:

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