MWA Ep. 12: RSU Mistakes to Avoid (Part 3)

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 guest anymore?). They continue building on the foundational knowledge from Parts 1 and 2, digging deeper into the strategic management while pointing out specific mistakes to avoid.

Key Highlights:

• In-Depth RSU Insights
  • Dive into a detailed exploration of grant and vesting triggers, uncovering common misunderstandings and their costly consequences
• Strategic Selling Post-Vesting
  • Learn the art of selling RSUs and how to strategically align sales with personal financial goals and market timing
• Navigating Tax Complexities
  • Unravel the intricacies of RSU tax withholding, learning strategies to manage supplemental rates and avoid tax liability surprises
• Mitigating Early Termination Risks
  • Understand how employment changes can affect RSU vesting and discover tactics to protect your assets
• Real-Life Impact
  • Julie’s story, a cautionary tale of financial loss due to inadequate RSU management, is dissected – offering valuable lessons for all MedTech professionals
• And much more!

Resources:

• IRS.gov: Tax Withholding Estimator
• IRS.gov: Form W-4 – 2024
• What Are the Investment Decisions to Consider with RSUs?
• MWAP Ep. 8: How Do RSUs & Restricted Stock Work?
• MWAP Ep. 10: How to Transform RSUs into Wealth

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.