The Mind Money Spectrum Podcast

#107. It's a new year! So now what?

January 18, 2022 Aaron Agte and Trishul Patel Season 3 Episode 3
The Mind Money Spectrum Podcast
#107. It's a new year! So now what?
Show Notes

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 References

MMS #57. Be proactive in January to save big on these three things
Build Back Better Act: Timeline
OneWheel
How to create a successful new year plan
Who is eligible for Medicare
Age Reduction
QCDs
UGMA or UTMA

Podcast Description

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. 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.