Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Plan Your Stock Compensation for the Year with a gray graphic of people standing on stacks of coins at various levels.

    Plan Your Stock Compensation for the Year

    Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance…

    By Matthew Nelson
    August 19, 2025

    5 Min Read
    Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating ESPPs in green cursive and A Comprehensive Guide to Making Use of Your Company's ESPP in bold white capitals.

    ESPPs: A Comprehensive Guide

    Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…

    By Matthew Nelson
    March 31, 2025

    2 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 7: How to Master ESPPs

    How to Master Employer Stock Purchase Plans

    Are you making the most of Employer Stock Purchase Plans (ESPP)?  From the intriguing to unexpected, Matt Nelson, CFP® guides MedTech professionals through the intricacies and strategic use of ESPPs in this insightful episode. He sheds…

    By Matthew Nelson
    January 11, 2024

    2 Min Read