Tag: Wealth Management
RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)

RSUs Part 1: How do RSUs & Restricted Stock Work? (Ep. 8)

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Have you been offered stock options at your company, but aren’t sure how to proceed?

Explore the intricate world of Restricted Stocks and Restricted Stock Units (RSUs) with experts Matthew Nelson and Jacob LaRue in this enlightening MedTech Wealth Advisor episode. Designed specifically for professionals in the MedTech sector, this comprehensive discussion unravels the complexities of these essential equity compensation options and their significant role in shaping financial strategies within the industry.

Key Highlights:

  • Introduction to RSUs: Understanding their role as a common form of equity compensation and the basics of how they work
  • Vesting and Taxation: Insights into vesting schedules, the implications of taxation at vesting, and the differences in withholding methods
  • Valuing RSUs: Expert tips on calculating RSU value and the importance of comprehending company-specific documentation
  • Navigating RSU Challenges: Discussing the unique challenges faced by private company RSU holders and strategies for effective management
  • Maximizing RSU Benefits: Practical advice on leveraging RSUs for financial growth, including vesting acceleration and managing value fluctuations
  • And much more!

 

Resources:

Connect with Matthew Nelson:  

Connect with Jacob LaRue:  

 Connect with Perspective 6 Group:      
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: