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

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    Instagram        YouTube        Connect with Jacob LaRue:     LinkedIn     Connect with Perspective 6 Group:         Perspective 6 Group        Facebook        LinkedIn