<a href="https://modernwealthbuilders.com/join-weekly-tips/">Join weekly tips for pursuing FI</a> How should you approach exercising ISOs when you don't have the ability for a cashless exercise? Especially common in pre-IPO situations you may not have enough cash to exercise your ISOs to get the clock ticking on long-term capital gain treatment. In this podcast episode, I share some ideas for navigating this issue.

Join weekly tips for pursuing FI How should you approach exercising ISOs when you don't have the ability for a cashless exercise? Especially common in pre-IPO situations you may not have enough cash to exercise your ISOs to get the clock ticking on long-term capital gain treatment. In this podcast episode, I share some ideas for navigating this issue.

<a href="https://modernwealthbuilders.com/join-weekly-tips/" rel="noopener noreferrer">Join weekly tips for pursuing FI</a> How should you approach exercising ISOs when you don't have the ability for a cashless exercise? Especially common in pre-IPO situations you may not have enough cash to exercise your ISOs to get the clock ticking on long-term capital gain treatment. In this podcast episode, I share some ideas for navigating this issue.

I Can't Afford To Exercise My ISOs

Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence.

Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking.

🎯 Popular topics include:
	•	How to use your equity comp (ISOs, RSUs, NSOs) strategically
	•	When to invest excess cash (and when not to)
	•	Building a plan that supports the life you actually want
	•	Avoiding common tax traps as your wealth grows
	•	Financial planning for dual-income households

New episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen in and learn how to do more—with your money and your time.

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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking. 🎯 Popular topics include: • How to use your equity comp (ISOs, RSUs, NSOs) strategically • When to invest excess cash (and when not to) • Building a plan that supports the life you actually want • Avoiding common tax traps as your wealth grows • Financial planning for dual-income households New episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen in and learn how to do more—with your money and your time.

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I Can't Afford To Exercise My ISOs

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