2024 Market Outlook
What does the 2024 economic forecast mean for your financial future? Listen in as host, Matt Nelson, welcomes partner Matthew Finley to unravel the complexities of today’s economy in the latest podcast episode, 2024 Market Outlook.…
By Matthew Nelson
February 8, 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
SECURE Act 2.0: Catch-up Contribution Rules
What is the SECURE Act 2.0? The SECURE Act 2.0, originally introduced in December of 2022, brings about some potential changes to your retirement plan. Within SECURE Act 2.0 there are a variety of changes coming…
By Jacob LaRue
January 18, 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
Reflecting on 2023: Market Insights and 2024 Outlook
As 2023 comes to a close, I’d like to offer up some good news! Currently, the S&P 500 is up 23% while the Dow Jones is up 12% on the year. The market outlook ahead in…
By Matthew Finley
December 21, 2023
New Federal Requirement for Beneficial Ownership Information
There is a new federal reporting requirement for beneficial ownership information starting January 1, 2024. Fines will come for various companies located in the United States if they do not start reporting the required information about…
By Jacob LaRue
December 18, 2023
Planning for Financial Freedom
Welcome to the MedTech Wealth Advisor Podcast, where financial planning meets the unique challenges of the MedTech industry. In this episode, host Matt Nelson delves into the nuanced landscape of financial planning, shedding light on the…
By Matthew Nelson
December 7, 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
