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 Matthew Nelson
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 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
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
