The Long Game

In this episode with Preston Holland we talk: - The various ways to fly private - At what wealth levels you can afford each type - How much they all cost - The tax benefits for business owners

In this episode with Jacob and Thomas, we talk about: - how we manage our money - the tax planning we do - our savings and investing priorities - if we do Roth vs traditional - how we spend our money - how we invest - mistakes we have made

In this episode with top NIL lawywer, Darren Heitner, we talk: - About his journey from sports agent to law firm owner - About all things NIL, how it works, how they are paid, etc. - Financial planning for NIL athletes, soloprenuers, etc.

The start of the year as a business owner should be about planning. IN this episode we walk through: - How to get organized - How to think through what you will do this year with your business and how to make key strategic decisions - The documents you need to understand - Why tax planning is important to start at the beginning of the year

In this episode with Steven Jarvis, CPA, we talk: - Roth vs traditional - what a Roth conversion is - how to do a Roth conversion - Times it makes sense and time is does not - Things to look out for

Dr. Julie Gurner, an executive performance coach known for empowering high-achievers, shares her insights on what distinguishes the ultra successful. She emphasizes key traits like persistence and drive, over mere motivation. The conversation explores the transformative power of coaching and the importance of focusing on three main life areas—work, friendships, and family. Gurner also discusses the fear of failure in decision-making and advocates for intrinsic motivation, encouraging listeners to find joy in their pursuits while balancing personal fulfillment with professional achievements.

In this episode and the start of a new season, I welcome on a new Cohost, Jacob Turner. In this episode we share our stories of why we became financial advisors. We also talk about: - the value of good advice - the impact of avoiding big mistakes - how much of a change a few key decisions can make

For the last episode of this season, I did my first and hopefully last solo episode (with a sore throat). In this episode, I talked about: - the power of doing backdoor Roth contributions - how to properly do them - why you need all other IRA balances to be $0 at year end - how to accomplish that and having them be at $0 - the need for form 8606 If you want to read more about that, here is a great blog post I did on this topic before.

Financial planning is complex enough for US citizens. Yet many plan to move out of the US for retirement. So how do you best plan for that? In this weeks podcast with Jack Thomas, we talk about this and what to consider. As well as help talk through financial planning for people who are from abroad and working in the US now.

In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on type of equity - What equity to sell first - How to best take the emotion out of the decision