The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 12: RSU Mistakes to Avoid

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…

By Emily Peterson
March 28, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 10: How to Transform RSUs into Wealth

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…

By Emily Peterson
February 22, 2024

2 Min Read
The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson for Episode 8: How Do RSUs & Restricted Stock Work?

MWA Ep. 8: How Do RSUs & Restricted Stock Work? (Part 1)

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 Emily Peterson
January 25, 2024

2 Min Read