The Long Game

In this episode I introduce you to my new hire, Ryan Dolan and share what the role is, what the plans are, our story and how we know each other, etc.

In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust: - How to fund it - What accounts/investments should go in - What should be named in the trust vs beneficiary - And much more This is a really important topic as way too many have unfunded trusts out there.

In this episode with ben Lake, CFA, CFP® we talk: - the importance of having a financial decision tree - how to prioritize what is the best tax moves/financial moves with what matters most - mistakes we see people make as they get wealthy

In this episode of the Long Game Podcast, we have on Jacob Turner, fellow financial planner as well as former pro baseball player. He was actually a top 10 pick in the draft out of high school. He took this experience, what he went through, learned, etc. and decided that he wanted to be a financial planner that helps pro athletes and business owners. You can hear us talk about: - financial planning for athletes - the power of making a lot of income early on - how to help yourself make decisions that align with what is important to you - how to navigate and plan/not plan for retirement And much more!

In this episode with Dasarte Yarnway we talk: - Why leveraging your time is so crucial as a business owner - Why you need to spend your time where it is most valuable - The importance of having a great team around you that speaks to each other and is on the same page - And who is needed on this team

In this episode we Roger Ledbetter, CPA we talk: - Why entity structure is the first place to start - QBI and how it applies and effects taxes - Why you don't typically want to hold real estate in your business - How to maximize and think through deductions

In this episode with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, we talk: - Balancing spending - How to not care what others think and to spend according to what you can afford - How to understand your money story - How to get on the same page with money with your spouse

In this episode we talk about the various ways you can invest in your education like: - books/podcasts/blogs - courses - financial plans - ongoing relationship with an advisor As well as who fits in each bucket and why. If you want to sign up for your course and get $50 off, join the waitlist here.

In this episode with startup lawyer Mike Gorback, we talk: - Why S corps are not ideal for companies who plan to take on funding - How founders get compensated through Restricted stock - Why ISO's are carved out - How ISO's and restricted stock are taxed - What an 83(b) election is and the power of them - How to best do and 83(b) election And much more!

In this episode with Christopher Gipe (top estate planning attorney) we talk: - What asset protection even means - Ways to do it - Why it is so important the more wealth you build - How many are missing out on key asset protection pieces when they own rentals - And much more!