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Do More With Your Money

Nov 17, 2019

Incentive Stock Options (ISOs) are one of the most complicated forms of employer stock compensation.

In this podcast episode, I discuss the basics of ISOs, how they function from a tax perspective and some major pitfalls to be aware of.

I also discuss the fear of missing out (FOMO) as it relates to owning employer stock (or any concentrated position for that matter), and why I'm a fan of regret minimization.

ISO compensation is one of the most common windfalls I see. Especially, when you're compensated from a private company that goes public, there's the potential to become an 'overnight millionaire'. 

If you experience that 'pop', I discuss different ways to approach diversifying depending on your short and long term goals. 

I hope you enjoy the episode!

Theodore J. van Gerven, CFP®
Fee-Only Financial Planner
Modern Wealth Builders, LLC