The Long Game
Thomas Kopelman
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.
You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
Episodes
Mentioned books
Aug 4, 2023 • 33min
Ways To Invest In Your Financial Education With Rachael Camp, CFP®
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.
Jul 28, 2023 • 37min
Restricted Stock, ISO's, & 83(b) Elections With Mike Gorback
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!
Jul 21, 2023 • 52min
How To Protect Your Wealth As A High Net Worth Person With Christopher Gipe
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!
Jul 14, 2023 • 38min
An Update On Debt And How To Think Through: Mortgage, HELOC, Auto, Credit Cards, and Students
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.
Jul 12, 2023 • 27min
Special Announcement: I Am Now The Head of Community For Wealth.com
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
Jul 7, 2023 • 36min
A Masterclass On How To Invest In Real Estate With Sean O'Dowd
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
Jun 30, 2023 • 53min
Most Debated Financial Topics (Permanent Life Insurance, Active vs Passive Investing, Fees, Etc.) With Andy Panko, CFP®, RICP®, EA
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
Jun 23, 2023 • 51min
Founder Tax Planning Series Part 4: Using Real Estate For Tax Planning (Active vs Passive) with Brandon Hall, CPA
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!
Jun 16, 2023 • 50min
Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®
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.
Jun 9, 2023 • 33min
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
