The Long Game

Thomas Kopelman
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Jan 6, 2023 • 49min

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. 
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Dec 16, 2022 • 34min

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 
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Dec 9, 2022 • 42min

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 
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Dec 2, 2022 • 38min

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, he'll show you how to use these strategies to maximize personal and business growth. But don't just take his word for it: by investing in relationships and building your network, you can open yourself up to even more opportunities
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Nov 18, 2022 • 27min

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
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Nov 11, 2022 • 36min

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
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Nov 4, 2022 • 41min

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
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Oct 21, 2022 • 28min

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! 
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Oct 14, 2022 • 13min

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. 
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Oct 7, 2022 • 40min

The Importance Of Understanding Your Why With Money With Rachael Camp, CFP®

In this episode with Rachael Camp, CFP®, we talk: - why you need to know your money story and what it can tell you - why you need to know what you value  - the evolution of money and why we are not good with it - how to prioritize long term happiness over short term And much more! 

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