Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating ESPPs in green cursive and A Comprehensive Guide to Making Use of Your Company's ESPP in bold white capitals.

ESPPs: A Comprehensive Guide

Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…

By Matthew Nelson
March 31, 2025

2 Min Read
Portrait of Matt Nelson smiling in the middle with "Medtronic 3 Year Vesting" in the middle left of the frame to illustrate how to keep your Medtronic contributions 401k

How to KEEP Company Contributions in Your Medtronic 401K Plan

If you participate in the Medtronic 401K plan, you already know about the great company contribution you receive, but will you be able to keep all of that money when you leave? If you’re not paying attention to the fine print, you could leave thousands of dollars on the table. Today, we’re going to break down the vesting rules and timing triggers that determine how much of your company contributions you actually get to keep.

By Emily Peterson
March 27, 2025

2 Min Read
Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Tax Reporting for Stock Compensation with a gray graphic with black outline of a hand holding money with a dollar sign and lightbulb.

Tax Reporting for Stock Compensation

Managing stock compensation and tax reporting can feel overwhelming, but with the right guidance, it becomes manageable. This guide will walk you through the process step by step, helping you gather necessary forms, understand their purpose,…

By Matthew Nelson
March 20, 2025

4 Min Read
Blog cover photo with dark green to light green gradient background. Perspective 6 Group's logo with Retirement Planning for MedTech Professionals in text. On the left a line drawing of a person crossing their arms in a suit to illustrate a MedTech executive.

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

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Conner Kelderman, CPA for Episode 32: Tax Filing 101 for Stock Compensation Holders

Tax Filing 101 for Stock Compensation Holders

Listen to Tax Filing 101 for Stock Compensation Holders! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Taxes can be overwhelming, especially when managing stock compensation and navigating complex filing requirements. Are you maximizing your tax strategy,…

By Emily Peterson
February 6, 2025

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matt Nelson & Matthew Finley for Episode 31: Financial Planning Q & A

Financial Planning Q&A

Listen to Financial Planning Q&A! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW Are you confident in your strategy for retirement planning, tax efficiency, and leveraging workplace benefits like 401(k)s, ESPPs, and HSAs? In this episode, Matt…

By Emily Peterson
January 23, 2025

2 Min Read
Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Plan Your Stock Compensation for the Year with a gray graphic of people standing on stacks of coins at various levels.

Plan Your Stock Compensation for the Year

Stock compensation can be one of the most rewarding benefits in your role in MedTech, but it also carries complexities that require a careful plan. Whether you’re dealing with restricted stock units (RSUs), stock options, or…

By Matthew Nelson
January 16, 2025

4 Min Read
Image of Partner and Financial Advisor Mattew Nelson with The Journey to Financial Advisor Q with Matt Nelson, CFP®, AIF®, ECA written to highlight content.

Matthew Nelson: The Journey to Financial Advisor

Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…

By Emily Peterson
September 5, 2024

3 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Frank Jaskulke for Episode 19: Exploring MedTech Innovation in Medical Alley

Exploring MedTech Innovation in Medical Alley

Ready to explore cutting-edge MedTech innovation and its career impact?  Matt Nelson, CFP®, and Frank Jaskulke, the now former VP of Innovation at Medical Alley, join together to discuss how Medical Alley drives healthcare advancements. Celebrating…

By Emily Peterson
July 11, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jen Santini, J.D. for Episode 18: Estate Planning: Beyond the Basics with Jen Santini, J.D.

Estate Planning: Beyond the Basics with Jen Santini

Have you planned how your assets will be handled after you’re gone? Building on foundational estate planning strategies, this episode of the MedTech Wealth Advisor Podcast, hosted by Matt Nelson, CFP® with guest Jen Santini, J.D.…

By Emily Peterson
June 27, 2024

3 Min Read