

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

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.

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

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

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

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

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

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

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!

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.

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!