Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life.

#99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs. The Mind Money Spectrum Podcast

What should you look for when you first receive an ISO grant?In this episode, Aaron and Trishul discuss what you should look for when you begin working for a pre-IPO company and receive a grant of Incentive Stock Options. AMT isn't a concern just yet, but your investment risk is significant. Between QSBS and 83b elections, there are a few critical actions you can take right away. But most of the time, a "wait-and-see" approach will work just as well.Episode ReferencesMMS #33. If you have Incentive Stock Options, you need to listen to this episode.MMS #21. Why the VIX is useless.Graystone Advisor – When do I Exercise my Incentive Stock Options?XYPN: Your Guide to Stock CompensationTaxes: ISO $100k limits, 83b Election, Rule 3921, AMT TaxISO vs NSO for 83b ElectionsISOs and 83b Election$100k ISO Limitation83b ElectionPodcast DescriptionWelcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
  1. #99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
  2. #98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.
  3. #97. Blockchain is here to stay, but how much crypto is too much?
  4. #96. Here's why the Biden tax plan misses the mark.
  5. #95. If you don't take your online privacy seriously, someone else will.
  6. #94. What can you really do to protect yourself from cybertheft?
  7. #93. How to give up and quit like a pro
  8. #92. When it comes to tracking performance, here's what really matters.
  9. #91. Why did Trishul and Aaron choose lifestyle practices?
  10. #90. What you need to know about advisory fees.

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