MWA Ep. 10: How to Transform RSUs into Wealth (Part 2)

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 Restricted Stock Units (RSUs). Join host Matt Nelson and financial planner Jacob LaRue as they further explore the nuances of RSUs, offering advanced strategies for professionals looking to fine-tune their financial strategy.

Key Discussion Points:

• Balancing RSUs with Overall Financial Goals
  • Matt and Jacob discuss integrating RSU strategies with broader financial plans, emphasizing diversification and risk management
• Tax Optimization Techniques
  • Detailed exploration of how to minimize the tax impact of RSUs, including alignment with other financial events and tax strategies
• RSUs in Changing Market Conditions
  • Insights into managing RSUs amidst stock market volatility, including tactics for when to hold or sell
• Long-term RSU Planning for Career Moves
  • Strategies for handling RSUs during job transitions, including considerations for public versus private company RSUs
• And much more!

Resources:

• Do you have a topic you’d like to learn more about on this podcast? Send us an email at [email protected] to let us know. We look forward to hearing from you!
• Mastering Restricted Stocks and RSUs Part. 1 (Ep. 8)
• What Are the Investment Decisions to Consider with RSUs? – Perspective 6 Group

Listen Now!

Apple Podcasts → https://bit.ly/3GGW1Da

Spotify → https://bit.ly/3TofDDW

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.