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
Arctic Wolf: An Employee Stock Options Case Study
Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…
By Jacob LaRue
July 17, 2025
Arctic Wolf Stock Options: What You Need to Know
Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…
By Jacob LaRue
May 22, 2025
Financial Planning for Medtronic Employees and Executives
Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…
By Matthew Nelson
April 11, 2025
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
Tax Reporting for Stock Compensation
Stock compensation comes with a unique set of tax implications that can feel overwhelming. Especially at tax time when you are trying to gather all the reporting forms needed. With the right guidance though, it can…
By Matthew Nelson
March 20, 2025
Retirement Planning for MedTech: Turn Stock Compensation into Opportunity
As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…
By Matthew Nelson
February 20, 2025
How to Optimize Non-Qualified Stock Options
How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…
By Emily Peterson
August 22, 2024
Looking for a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
By Matthew Nelson
April 18, 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 Emily Peterson
March 28, 2024
