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.

#107. It's a new year! So now what? The Mind Money Spectrum Podcast

Resolutions and blocking off calendar, and controlling time and your schedule. Don't forget 401k contributions, ISO exercises.In this episode, Trishul and Aaron talk about things they consider at the beginning of the year. They double-check savings rates based on raises and current 401k limits, and they evaluate the exercise of ISOs. They also evaluate many age-based topics, such as RMDs, QCDs, Medicare, and Social Security. But consider your big rocks first. It doesn't have to be a New Year's Resolution because a new habit can start at any time. So what boulders have you been neglecting lately?Episode ReferencesMMS #57. Be proactive in January to save big on these three thingsBuild Back Better Act: TimelineOneWheelHow to create a successful new year planWho is eligible for MedicareAge ReductionQCDsUGMA or UTMAPodcast 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. #107. It's a new year! So now what?
  2. #106. Retirement planning around longevity: what you need to consider.
  3. #105. Which life lessons matter the most to your long-term success?
  4. #104. 2nd year retrospective: Our favorite episodes and what you listened to most.
  5. #103. Don't miss out on big savings during Open Enrollment Season.
  6. #102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).
  7. #101. ISO University: It's IPO Time! So now what do you do with your ISOs?
  8. #100. ISO University: Your guide to navigating ISOs in a pre-IPO company.
  9. #99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.
  10. #98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.

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