How to Transform RSUs into Wealth
Are Restricted Stock Units (RSUs) just a fancy bonus, or a wealth-building tool? Building on the foundational knowledge from Part 1, this episode of the MedTech Wealth Advisor Podcast digs deeper into the strategic management of…
By Emily Peterson
February 22, 2024
S&P 5000! What’s Next?
Wow, what a nice start to 2024! As of this writing, the S&P 500 is at the 5000-point mark (S&P 5000)! Further, the market is nearing the year end price targets for most Wall Street firms.…
By Matthew Finley
February 15, 2024
2024 Market Outlook
What does the 2024 economic forecast mean for your financial future? Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…
By Emily Peterson
February 8, 2024
SECURE Act 2.0: Catch-up Contribution Rules
What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…
By Jacob LaRue
January 18, 2024
Key Retirement Plan Contribution Limits for 2024
With the 2024 quickly approaching, the IRS has provided updates to retirement plan contribution limits. If you or your spouse are still working, then you may want to update your contribution amounts to ensure you are…
By Jacob LaRue
January 4, 2024
Reflecting on 2023: Market Insights and 2024 Outlook
As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…
By Matthew Finley
December 21, 2023
New Federal Requirement for Beneficial Ownership Information
There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…
By Jacob LaRue
December 18, 2023
Planning for Financial Freedom
Welcome to the MedTech Wealth Advisor Podcast, where financial planning meets the unique challenges of the MedTech industry. In this episode, host Matt Nelson delves into the nuanced landscape of financial planning, shedding light on the…
By Emily Peterson
December 7, 2023
Decoding Non-Qualified Stock Options Taxation
Imagine your part of a medical device startup and your skills earn you a stash of non-qualified stock options or NSOs as part of your compensation package. Flash forward, the company’s stock takes off, and you’re…
By Jacob LaRue
November 30, 2023
What are Incentive Stock Options?
Incentive Stock Options (ISOs) are a type of stock option granted to employees by their employers, usually as part of their benefits package. ISOs provide employees with the right to purchase company shares at a specified…
By Jacob LaRue
October 5, 2023
