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 - www.irs.gov/in...
IRS.gov: Form W-4 - 2024 - www.irs.gov/pu...
What Are the Investment Decisions to Consider with RSUs? - perspective6gr...
MWAP Ep. 8: How Do RSUs & Restricted Stock Work? - bit.ly/4b8bgmz
MWAP Ep. 10: How to Transform RSUs into Wealth - bit.ly/3GGW1Da
Connect with Matt Nelson:
LinkedIn - / matthewdnelson
Instagram  - / medtechwealthadvisor
TH-cam - / @medtechwealthadvisor
Connect with Jacob LaRue:
LinkedIn - / jacob-larue-cfp%c2%ae-...
Connect with Perspective 6 Group:     
Perspective 6 Group - perspective6gr...
Facebook  - / perspective6group
LinkedIn - / perspective-6-group