The MedTech Wealth Advisor Podcast

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

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Could you be avoiding the common mistakes made with RSUs?

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!

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    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

      • Connect with Matt Nelson:    

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        • Connect with Jacob LaRue:    

        • LinkedIn   

          •  Connect with Perspective 6 Group:        

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            • ...more
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            The MedTech Wealth Advisor PodcastBy Matthew Nelson
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