In this episode and the start of a new season, I welcome on a new Cohost, Jacob Turner. In this episode we share our stories of why we became financial advisors. We also talk about: - the value of good advice - the impact of avoiding big mistakes - how much of a change a few key decisions can make
For the last episode of this season, I did my first and hopefully last solo episode (with a sore throat). In this episode, I talked about: - the power of doing backdoor Roth contributions - how to properly do them - why you need all other IRA balances to be $0 at year end - how to accomplish that and having them be at $0 - the need for form 8606 If you want to read more about that, here is a great blog post I did on this topic before....
Financial planning is complex enough for US citizens. Yet many plan to move out of the US for retirement. So how do you best plan for that? In this weeks podcast with Jack Thomas, we talk about this and what to consider. As well as help talk through financial planning for people who are from abroad and working in the US now.
In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on type of equity - What equity to sell first - How to best take the emotion out of the decision
So many people say they cannot get a mortgage because they are a business owner and they aren't wrong. It is more complex... but doable. You just have to know the right people and the things you need to do to make yourself a better candidate. We walk through what that looks like in this episode with Carl.
The end of the year is the BEST time to be doing tax planning. But you may be wondering what you need to think about doing. In this episode with Ryan Dolan, we walk through 10+ tax planning moves you should be thinking about. We talk through both business owners and employees.
IN this episode with Daniel Crosby we talk about: - How the Jones's are not as rich or happy as you think - How time is scarcer than money - How a house is a place to live, not an investment - How market corrections are more common than your birthday, expect them - How if you are excited about an investment, it's probably a bad idea - Why infrequent splurges bring the greatest happiness You guys will love this one!
In this episode with Rubin J. Miller, CFA we talk: - what is going on with interest rates and how that effects the way you should create a portfolio - what makes a good portfolio - why the bond allocation should be different for everyone - why allocation to just US stocks might not be the best move - why I do not hold bolds - and so much more
In this episode with Mitchell Baldridge CPA we deviate from the financial topics and talk: - Building a business - Lessons we each have learned - Why we both like working on multiple things at a time - Business lessons on solving problems, growing, etc. You will really enjoy this change of pace.
In this episode with Adam Nash, we talk: His journey and all the major companies he has been apart of an ran (Linkedin, dropbox, Acorns, Wealthfront, and now Daffy) The benefits of donating to charity What a donor advised fund is How to best use donor advised funds Some real life examples And then we go through his new company helping make this easier, Daffy You can check out more about Adam and Daffy below: Twitter : (@DaffyGiving) LinkedIn Facebook YouTube Adam’s Twitter (@adamnash) Adam’s Lin...
In this episode with Cody Garrett, CFP we talk: - the difference between Roth and traditional - why all Roth all the time is not often the right move - the pro's and con's of each - real life example - the power of Roth conversions - and much more!
In this episode with Christopher Gipe we chat about: - why you need to protect your wealth - how to protect your wealth - the basics parts of asset protection - the more complex parts like domestic asset trusts - the "it cannot happen to me" mentality - some stories to help people understand what CAN happen to you
In this episode with Frazer Rice, Author & Host of the Podcast "Wealth Actually", we talk: - All about the corporate transparency act coming in 2024 - What changes are coming in 2026 as tax laws sunset - How to plan for them based on what wealth level you are at - Why waiting till 2025 is a bad choice - Some charitable planning ideas for families to instill values in their children
In this episode with Mike Zung, CFP® we talk: - ALl things ISO's, how they work, how they are taxed - What AMT is and why you need to watch out for it - How to best plan around ISO's - Tax laws that could drastically change the picture and planning around ISO's
In this episode I introduce you to my new hire, Ryan Dolan and share what the role is, what the plans are, our story and how we know each other, etc.
In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust: - How to fund it - What accounts/investments should go in - What should be named in the trust vs beneficiary - And much more This is a really important topic as way too many have unfunded trusts out there.
In this episode with ben Lake, CFA, CFP® we talk: - the importance of having a financial decision tree - how to prioritize what is the best tax moves/financial moves with what matters most - mistakes we see people make as they get wealthy
In this episode of the Long Game Podcast, we have on Jacob Turner, fellow financial planner as well as former pro baseball player. He was actually a top 10 pick in the draft out of high school. He took this experience, what he went through, learned, etc. and decided that he wanted to be a financial planner that helps pro athletes and business owners. You can hear us talk about: - financial planning for athletes - the power of making a lot of income early on - how to help yourself make decisions ...
In this episode with Dasarte Yarnway we talk: - Why leveraging your time is so crucial as a business owner - Why you need to spend your time where it is most valuable - The importance of having a great team around you that speaks to each other and is on the same page - And who is needed on this team
In this episode we Roger Ledbetter, CPA we talk: - Why entity structure is the first place to start - QBI and how it applies and effects taxes - Why you don't typically want to hold real estate in your business - How to maximize and think through deductions
In this episode with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, we talk: - Balancing spending - How to not care what others think and to spend according to what you can afford - How to understand your money story - How to get on the same page with money with your spouse
In this episode we talk about the various ways you can invest in your education like: - books/podcasts/blogs - courses - financial plans - ongoing relationship with an advisor As well as who fits in each bucket and why. If you want to sign up for your course and get $50 off, join the waitlist here.
In this episode with startup lawyer Mike Gorback, we talk: - Why S corps are not ideal for companies who plan to take on funding - How founders get compensated through Restricted stock - Why ISO's are carved out - How ISO's and restricted stock are taxed - What an 83(b) election is and the power of them - How to best do and 83(b) election And much more!
In this episode with Christopher Gipe (top estate planning attorney) we talk: - What asset protection even means - Ways to do it - Why it is so important the more wealth you build - How many are missing out on key asset protection pieces when they own rentals - And much more!
In this episode with Rohit Agarwal we talk what we are seeing in the current lending markets and what to think through for each type of debt.
This is a special episode! I recently (in the last couple of weeks) took the head of community role at wealth.com. The second I saw this product and me the team, I was blown away with it. So I asked for this role and now got it. If you have not yet, go checkout wealth.com
In this episode with Sean O'Dowd we talk all things real estate investing: - How to pick a niche - Why cash flow matters - What you need to know when looking at different deals
In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having: - Permanent life insurance: the good, the bad, the use cases, etc. - Active vs passive investing - Different type of fee models - Worrying about tax refunds or not
In this episode with Brandon Hall, we talk all things utilizing real estate for tax planning: - active vs passive - short term vs long term rentals - Why it is such a powerful asset class - The tax benefits of real estate - why return on equity is a great metric for real estate - and so much more!
In this episode with Ben Lake, we talk: - why estate planning is so important for founders - estate planning moves to consider - revocable vs irrevocable trusts - the power of donating to charity - the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.
