Reducing Taxes by Exercising and Holding Incentive Stock Options

from The Executive Financial Planning Podcast · host Balanced Wealth Group

If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes.

Episode metadata supplied by the publisher feed · Published Jun 18, 2025

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Reducing Taxes by Exercising and Holding Incentive Stock Options

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This episode is 40 minutes long.

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This episode was published on June 18, 2025.

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