Medtronic Benefits Employees Miss Out On

Emily Peterson profile picture By Emily Peterson•MedTech•READ TIME: 2 Min
Episode 40 Transcript

Listen to Medtronic Benefits Employees Miss Out On

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Spotify → https://bit.ly/3TofDDW

Medtronic offers one of the most generous benefits packages in the industry, but many employees aren’t using those benefits to their full potential. In this episode, Matt highlights three valuable but often overlooked Medtronic benefits beyond the standard 401(k). These include the Employee Stock Purchase Plan (ESPP), Health Savings Accounts (HSAs), and optional long-term disability insurance.

He explains how these programs work, why they’re worth a second look, and how to make the most of them. Whether you’re new to Medtronic or a seasoned employee, this episode will help you better understand and maximize what’s already available to you.

Key Topics We Discuss: 

🏷️ How the ESPP can create low-risk gains and income

🏥 Maximizing your Health Savings Account (HSA)

🚑 The role of optional long-term disability insurance in protecting income

0:00 – Intro

0:52 – Employee stock purchase plan

2:23 – Health savings account

4:45 – Optional Long-term disability insurance

7:55 – Summary

Resources for Medtronic Benefits Employees Miss Out On

ESPP: A Comprehensive Guide: https://perspective6group.com/espps-a-comprehensive-guide/

Additional Resources

📞Phone: (952) 225-0333

📧 Email: [email protected]

📚 Essential Financial Guides

📌5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6group.com/guide/

📌Stock Compensation Tax Form Checklist: https://perspective6group.com/stock-compensation-tax-checklist/

📌ESPP: A Comprehensive Guide: https://perspective6group.com/espp-guide/

📌Check out our other no-cost financial resources here: https://perspective6group.com/resource-center/

About Matthew Nelson

Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.

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