The Long Game

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

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.

Ian Gutterman, insurance expert, dives into the basics and importance of Homeowners, Renters, Auto, and Umbrella Insurance. He highlights common mistakes people make with each type and emphasizes the crucial role insurance plays in financial security.

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