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
May 10, 2024 • 41min
C Corps, QSBS, and QSBS Stacking and Packing with Tyler Harris, CPA
In this episode with Tyler Harris we talk:
- What C Corps are and how they work
- Why a business would and would not want to be a C Corp
- What QSBS is and the tax savings it can create
- How to stack QSBS
- What QSBS packing is to maximize the tax free potential
May 3, 2024 • 20min
The Ongoing Costs of Owning A Home
In this episode, we walk through:
- all the mortgage options you have and what we prefer and each did
- the ongoing costs of owning a home
- what to change in your financial plan after buying
Apr 26, 2024 • 27min
Upfront Costs Of Buying A Home
In this episode we walk through the upfront costs of owning home like:
- down payment
- earnest money
- property taxes
- insurances
- furniture
- etc
So you can best be prepared when you buy.
Apr 20, 2024 • 19min
"I Bought A House For $710,000 and sold for $950,000 But I Barely Made Any Money" - The Real Numbers Behind Jacobs Home
In this episode we go through Jacobs real life example of:
- what he bought for
- what he sold for
- costs that went into it to maintain the home
- taxes and fees
- The real return he got over 7 years
Apr 12, 2024 • 31min
Rent vs Buy Debate: Actual Numbers Involved
Rent vs buy is a constant debate.
Both Jacob and I are homeowners yet we can be realistic and look at the numbers.
In this episode we chat about:
- when renting can be better
- when owning is better
- the numbers behind mortgages
- and much more!
Apr 5, 2024 • 22min
How To Invest As A Business Owner
Exploring the importance of diversified investing for business owners, how concentration impacts external investments, and the strategic approaches business owners should consider for financial planning and risk assessment.
Mar 29, 2024 • 39min
Tax Planning Before A Business Sale With Successful Entrepreneur Ankur Nagpal
In this episode with Ankur Nagpal we talk:
- about him scaling his first business to over $25mil in revenue
- tax planning moves he made to get $3mil capital gains tax free
- other tax planning moves to consider
- the power of solo 401(k)s
Mar 22, 2024 • 36min
10 Biggest Mistakes Business Owners Make
In this episode with Thomas and Jacob go through 10 of the biggest mistakes they see business owners make.
Some of the one's covered are:
Holding too much or not enough cash in the business
Not planning taxes
Waiting till right before tax filing to do tax planning
Not thinking Tax election status
QBI
Optimizing retirement accounts
Mar 15, 2024 • 26min
Understanding Real Estate Syndications With Aleksey Chernobelskiy
Real estate syndications are really popular today. But not all of them are created equal.
Aleksey helps us understand:
- what they are
- how they work
- mistakes people make when investing in them
45 snips
Mar 8, 2024 • 44min
Scaling To 600 Employees and Lessons Learned Along The Way with Michael Girdley
In this episode with Michael Girdley we talk:
- his journey from starting one business to now running 10
- how to create your perfect day
- advice he has for other business owners
