The Long Game

So many people say they cannot get a mortgage because they are a business owner and they aren't wrong. It is more complex... but doable. You just have to know the right people and the things you need to do to make yourself a better candidate. We walk through what that looks like in this episode with Carl.

The end of the year is the BEST time to be doing tax planning. But you may be wondering what you need to think about doing. In this episode with Ryan Dolan, we walk through 10+ tax planning moves you should be thinking about. We talk through both business owners and employees.

IN this episode with Daniel Crosby we talk about: - How the Jones's are not as rich or happy as you think - How time is scarcer than money - How a house is a place to live, not an investment - How market corrections are more common than your birthday, expect them - How if you are excited about an investment, it's probably a bad idea - Why infrequent splurges bring the greatest happiness You guys will love this one!

In this episode with Rubin J. Miller, CFA we talk: - what is going on with interest rates and how that effects the way you should create a portfolio - what makes a good portfolio - why the bond allocation should be different for everyone - why allocation to just US stocks might not be the best move - why I do not hold bolds - and so much more

In this episode with Mitchell Baldridge CPA we deviate from the financial topics and talk: - Building a business - Lessons we each have learned - Why we both like working on multiple things at a time - Business lessons on solving problems, growing, etc. You will really enjoy this change of pace.

In this episode with Adam Nash, we talk: His journey and all the major companies he has been apart of an ran (Linkedin, dropbox, Acorns, Wealthfront, and now Daffy) The benefits of donating to charity What a donor advised fund is How to best use donor advised funds Some real life examples And then we go through his new company helping make this easier, Daffy You can check out more about Adam and Daffy below: Twitter: (@DaffyGiving) LinkedIn Facebook YouTube Adam’s Twitter (@adamnash) Adam’s LinkedIn

In this episode with Cody Garrett, CFP we talk: - the difference between Roth and traditional - why all Roth all the time is not often the right move - the pro's and con's of each - real life example - the power of Roth conversions - and much more!

In this episode with Christopher Gipe we chat about: - why you need to protect your wealth - how to protect your wealth - the basics parts of asset protection - the more complex parts like domestic asset trusts - the "it cannot happen to me" mentality - some stories to help people understand what CAN happen to you

In this episode with Frazer Rice, Author & Host of the Podcast "Wealth Actually", we talk: - All about the corporate transparency act coming in 2024 - What changes are coming in 2026 as tax laws sunset - How to plan for them based on what wealth level you are at - Why waiting till 2025 is a bad choice - Some charitable planning ideas for families to instill values in their children

In this episode with Mike Zung, CFP® we talk: - ALl things ISO's, how they work, how they are taxed - What AMT is and why you need to watch out for it - How to best plan around ISO's - Tax laws that could drastically change the picture and planning around ISO's