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 Emily Peterson
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 Emily Peterson
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 Emily Peterson
January 11, 2024
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
Making the Most of MedTech
The MedTech industry is filled with professionals driven by passion and a mission, but are they making the most of their financial opportunities? Venture beyond the ordinary to a place where MedTech isn’t just a concept,…
By Emily Peterson
November 23, 2023
Crafting Financial Solutions for MedTech Professionals
How do MedTech professionals navigate the complex world of financial planning and wealth management? In the third episode of The MedTech Wealth Advisor Podcast “Crafting Financial Solutions for MedTech Professionals”, host Matthew Nelson dives into what…
By Emily Peterson
November 9, 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
What Are the Investment Decisions to Consider with RSUs?
Restricted Stock Units or RSUs are an amazing employee benefit. However, there are investment decisions to consider when looking at RSUs. For instance, the tax implications of restricted stock units or liquidity. Be Sure to Read:…
By Jacob LaRue
August 9, 2023
Should I Hold My RSUs After Vesting?
When deciding whether to hold recently vested Restricted Stock Units or RSUs one needs to carefully consider the pros and cons of doing so. Also, be sure to read the first part in this series “What…
By Jacob LaRue
June 28, 2023
