Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP
In this episode with Mark Cecchini, CFP, we talk: - what QSBS is - the benefits of it - how to qualify - 83(b) elections
Jun 09, 2023•33 min•Season 3Ep. 39
The Long Game
The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth.
You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
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Episodes
Founder Tax Planning Series Part 1: What You Need To Know About Opportunity Zones With Barrett Linburg
In this episode with Barrett Linburg we talk: - What an opportunity zone is and what options you have to invest in them - All the tax benefits that exist - Why founders when selling should at least consider utilizing them - Whether you should do your own or work with a company - Why you need a great team around you to execute on this strategy
Jun 02, 2023•35 min•Season 3Ep. 38
Ways To Potentially Reach Financial Independence Faster With George Acheampong Jr.
In this episode with George Acheampong Jr. we talk: - financial independence and the value of it - ways to get there faster - why increasing income should always be priority one - why understanding what matters and what your desired lifestyle is - the power of a high savings rate - the buy, borrow, die approach Go and give George a follow on twitter , linkedin , and instagram ....
May 26, 2023•43 min•Season 3Ep. 37
What You Need To Know About Hiring Kids and Spouses Within Your Business With Matt Chiappetta, CPA
In this episode with Matt Chiappetta, CPA we talk: - whether you can hire your children or spouse - the do's and don'ts of hiring them - what to look out for - the tax benefits of doing it - and much more!
May 19, 2023•28 min•Season 3Ep. 36
Figuring Out Your Enough and Pursuing Contentment With Khe Hy
This episode goes deeper than most. Thomas and Khe Hy talk about: - Khe Hy's childhood, time on WallStreet, and why he left to start his own business - how money and happiness do not go hand in hand - why it is important to figure out what your enough is - why you need to do some digging into understanding what is most important to you and what will bring you happiness This was of the best episodes and guests by far.
May 12, 2023•57 min•Season 3Ep. 35
Living Trusts with Alessandro Chesser and A couple Reader Questions On Buying A House In this Environment and Emergency Funds
In this episode with Alessandro Chesser we talk: - his journey in tech - the need for trusts - why living trusts can be so valuable - his company and how they are helping with this problem Then some reader submitted questions: - Should I buy a house now or wait? - Should I invest my emergency fund?
May 05, 2023•29 min•Season 3Ep. 34
Taxes For Entrepreneurs With Anthony Price CPA
In this episode with Anthony Price we talk: - all things business and taxes - S Corp - C Corps - QSBS - QBI deductions - Hiring family - Charitable remainders trusts - Limiting capital gains taxes And much more!
Apr 28, 2023•54 min•Season 3Ep. 33
The True Benefit Of Pursuing FIRE - Optionality
In this episode with Andrea (Product Growth Leader at Meta) we talk: - all things FIRE - the good and the bad of FIRE - the power of a personal mission statement for your finances - how the true benefit of pursuing FIRE is optionality - why you need to really map our your financial life - the power of knowing your ENOUGH
Apr 21, 2023•51 min•Season 3Ep. 32
Estate Planning Mistakes With Jenny Rozelle
In this episode with Jenny Rozelle (again). We talk the 4 most common estate planning mistakes she sees. Do not let this be you!
Apr 14, 2023•42 min•Season 3Ep. 31
Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle
In this episode with estate planning attorney Jenny Rozelle we talk: - what estate planning is - the most common types of trusts - why each are use, the good, the bad, etc
Apr 07, 2023•49 min•Season 3Ep. 30
How Planning For Physicians Is Different With Mark McGrath
In this episode with Mark McGrath we talk: - how financial planning is different for physicians - how starting to make income later changes the planning - how to balance lifestyle creep and the increase of income so quickly - how to avoid burnout - the most important times to engage with a planner as physician
Mar 31, 2023•31 min•Season 3Ep. 29
An Update On Student Loans: What You Need To Know With Travis Hornsby, CFA, CFP®
In this episode with Travis Hornsby we talk: - what is going on with student loans - what changes have been made - the new IDR waiver and some examples - PSLF changes If you need help with your student loans head on over to https://www.studentloanplanner.com/. They can help for a very affordable price.
Mar 24, 2023•36 min•Season 3Ep. 28
What You Need To Know About Homeowners, Renters, Auto, and Umbrella Insurance with Ian Gutterman
In this episode with Ian Gutterman we talk: - The basics of Homeowners, Renters, Auto, and Umbrella Insurance - What you need to know about each - What they cover and why they are needed - Mistakes people make/don't think about with each
Mar 17, 2023•34 min•Season 3Ep. 27
The Investing Questions You Have Answered With Darin Tuttle
In this episode with Darin Tuttle we talk: - the current state of the market - whether international should be a portfolio or not - tax location and asset allocation - how to view long term investing
Mar 10, 2023•44 min•Season 3Ep. 26
Internal Episode: AllStreet Academy, AllStreet's Growth and Future Plans, & More on The Podcast
WE switched things up this week and had Treyton back on to talk: - What's to come with AllStreet Academy, why we created it, the price, who it fits for, when it launces, etc - How we have grown AllStreet Wealth and what our future plans are - Plans for the podcast
Mar 03, 2023•35 min•Season 3Ep. 25
Real Estate Tax Planning, Turning Real Estate Income To Passive, Short Term & Long Term
In this episode with Ryan, The Real Estate CPA we get into the weeds of real estate tax planning and talk: - why real estate is so attractive - ratios for understanding good deals - how to turn it from passive to active to offset income - and much more!
Feb 24, 2023•43 min•Season 3Ep. 24
How To Prepare To Sell A Business With David Walsh
In this episode with David Walsh we talk about: - Ways to prep for the sale of your business - Mistakes we often see made - Why you need a really good team around you
Feb 17, 2023•53 min•Season 3Ep. 23
What Does It Look Like To Be Financially Healthy With Odaro Aisueni
In this episode with Odaro, we talk: - what it looks like to be financially healthy - why these are so important - why you need a plan - why you have to stop making excuses for yourself Hope you enjoy!
Feb 10, 2023•28 min•Season 3Ep. 22
Scaling A Startup & A Masterclass On How To Live Life With Ryan Russell
This is the most powerful episode I have put out or recorded before. Ryan Russell is a professor at Penn State as well as the old CEO of Twenty Over Ten before they sold to FMG guide. Ryan also is fighting brain cancer right now. In this episode we learn: - how he started and scaled his company to a sale - how to overcome hard times - the power of a strong community - how to keep a strong mindset through anything! This is the only episode I have ever teared up during, but man is his story powerf...
Jan 27, 2023•55 min•Season 3Ep. 21
Leveraging Various Debt Tools With Russ Ford
In this episode with Russ Ford we help debunk the idea that all debt is bad debt and should be avoided. We talk about: - how understanding yourself and your money beliefs matters to how you tackle debt - various debt tools like HELOC, cash out refinances, securities backed loans, 0% interest credit cards, student loans, and car loans!
Jan 20, 2023•42 min•Season 3Ep. 20
Tax Planning Opportunities For The Wealthy: Charitable Giving, Real Estate, and Opportunity Zones With Ian Weiner, CFP(R)
In this episode with Ian Weiner, CFP(R) we chat all things tax planning: - why you have an obligation to pay the least amount of taxes within the tax code - why charitable giving is a great option, how to bunch it, etc - why real estate is a great asset class and tax planning tool - becoming a real estate professional and why it is so hard but beneficial - cost segregation studies - And much more! You will learn a lot in this one.
Jan 13, 2023•52 min•Season 3Ep. 18
Investing in 2023 With Callie Cox
In this episode with investment specialist, Callie Cox we talk about: - Why The first investing question is always about time frame - The importance of finding your why with investing - Creating parameters for investing - Millennial trends around crypto, risk, etc.
Jan 06, 2023•49 min•Season 3Ep. 17
Year End Financial Planning Opportunities With Travis Gatzemeier, CFP®
In this episode with Travis we talk; - financial planning moves to make before year end - financial planning things to think through for 2023 while you are at - unique things business owners can do before year end
Dec 16, 2022•34 min•Season 3Ep. 16
Planning Your Corporate Exit By Starting A Consulting Business With Zach Ashburn
In this episode with Zach Ashburn CFP, we talk: - how to think through when you can exit - what you can exit to - how to financially prepare and think through starting a consulting business - what the risks and advantages are
Dec 09, 2022•42 min•Season 3Ep. 15
Unlock Your Inner Millionaire with 5 Income Accelerators With Jeff Rose CFP®
Are you looking for a way to take your income to the next level? Look no further - today we share 5 "Income Accelerators" with you. Jeff Rose is a Certified Financial Planner and founder of the award-winning blog GoodFinancialCents.com . He went from over $30,000 in debt to becoming a multi-millionaire by working tiredly to perfect ways to increase his income and make money while he's sleeping . From accelerating learning and personal coaching to joining a mastermind group or finding a mentor, h...
Dec 02, 2022•38 min•Season 3Ep. 14
The Creator Mindset: How To Balance Your Passion With Your Skill Set With Torie Happe
In this episode with Torie Happe we talk about: - whether you should pursue your passion or not - how to make your job more meaningful - why we all need to do hard things - And much more around life, work, retiring early, etc
Nov 18, 2022•27 min•Season 3Ep. 13
Landing A High Paying Job With Beez
In this episode with Beez we talk about: - how she has build her social following - how to get into a high paying career (and what options are out there) - why focus on growing your income over cutting expenses - what money advice she has for others
Nov 11, 2022•36 min•Season 3Ep. 12
What You Need To Know About Health Insurance and What Your Options Are As A Business Owner With Matt Allen
In this episode with health insurance expert, Matt Allen we talk about: - all the insurance terms you need to know - difference between hsa, fsa, hra - options you have as a business owner
Nov 04, 2022•41 min•Season 3Ep. 11
What You Need To Know About Estate Planning As A Millennial
In this episode with Andres Mazabel (Head of sales at Trust and Will) we talk about: - why you need your estate planning done - how to complete it - what it covers and why it is not just about wealth - what trusts are and when it makes sense to use them! If you want to get yours done, use this link for 10% off at trust and will !
Oct 21, 2022•28 min•Season 3Ep. 10
Listener Submitted Questions With Thomas Kopelman
In this episode, Thomas (solo) answers 4 questions submitted in by the listeners of the podcast! Hope you enjoy.
Oct 14, 2022•13 min•Season 3Ep. 10
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