The Long Game

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

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.

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!

Khe Hy, entrepreneur who left Wall Street to start his own business, talks about his childhood, why money and happiness don't go hand in hand, finding your 'enough', digging into what brings you happiness, and the limitations of money in solving problems.

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?

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!

Discussing the ins and outs of FIRE, the power of financial mission statements, mapping out your financial life, the true benefit of pursuing FIRE as optionality, and the importance of knowing your ENOUGH in the world of personal finances.

Jenny Rozelle, an expert in estate planning, discusses the importance of estate planning and common mistakes to avoid. Topics covered include the taxation of life insurance, the accessibility and costs of estate planning, and the consequences of not updating estate plans regularly. The value of seeking professional advice and the potential risks of not hiring professionals are also emphasized.

Jenny Rozelle, estate planning attorney, discusses the most common types of trusts and why they are used. The podcast covers misconceptions about estate planning, the role of revocable living trusts, the importance of trust funding, and the significance of special needs trusts and supporting the special needs community.

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