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!
  

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:    

• LinkedIn   
  
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• YouTube       
  

Connect with Jacob LaRue:    

• LinkedIn   
  

 Connect with Perspective 6 Group:        

• Perspective 6 Group       
  
• Facebook       
  
• LinkedIn