7 Expert Strategies to Maximize Your 401(k)
Are you looking to supercharge your retirement savings? Securing your financial future involves smart planning and strategic moves. Especially when it comes to your 401(k). Maximizing your 401(k) is key to a healthy financial future. Here…
By Matthew Nelson
April 4, 2024
RSU Mistakes to Avoid
Could you be avoiding common RSU mistakes? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a…
By Matthew Nelson
March 28, 2024
MedTech Industry Benefits & Personal Finances
The world of MedTech is dynamic, with a goal to drive impactful change. Whether you’re a Medical Device Representative, an executive leader, or are forging your path within MedTech, the industry offers unique benefits with financial…
By Matthew Nelson
March 21, 2024
Financial Advisory for MedTech: A Unique Approach
What Makes Perspective 6 Group Unique? In the world of financial advisory firms, finding one that stands out amidst the multitude can feel like finding a needle in a haystack. Perspective 6 Group aims to redefine…
By Matthew Nelson
February 29, 2024
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 Matthew Nelson
February 22, 2024
How Do RSUs & Restricted Stock Work?
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 Matt Nelson and Jacob LaRue in this…
By Matthew Nelson
January 25, 2024
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
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
How to Maximize Your 401(k)
Ever wondered if your 401(k) could be doing 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…
By Matthew Nelson
December 28, 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
