Do you know how much money you're "burning through" each month? Most people don't but it's essential to maintaining a financially balanced life. In this episode, Matt Daugherty breaks down how to calculate your personal burn rate, why it matters, and how you can leverage this to set yourself up for financial freedom.

In this episode, Matt Daugherty explores the psychological tension between abundance and scarcity mindsets and how they shape your financial decisions. From two extremes of spending and saving, he reveals practical strategies for recognizing when each mindset serves you well and when it holds you back, helping you build a healthier relationship with money.

In this episode of The Executive Financial Planning Podcast, host Matt Daugherty explains why reviewing your tax return is critical for professionals with equity compensation—and how to catch errors before they become costly problems. He covers common mistakes that we see come up year after year. Whether you work with a CPA or file yourself, this episode gives you the tools to spot red flags on various parts of your tax return.

In this week's episode we dive into one of the most powerful (and often overlooked) ways to raise confident, capable leaders: youth sports. Join host Matt Daugherty and guest Ryan Virtue from Positive Coaching Alliance as they discuss tools to empower your children to become better athletes and better people.

Many people, including our host Matt Daugherty, didn't know that the 401(k) was invented by an individual! This week we're joined by that individual, Ted Benna, who shares what it was like to save for retirement before the 401(k), how the idea came to be, and where it may go in the future.

Have you ever been nervous to bring up certain financial topics, or shied away from discussion with peers because of an opinion you feel goes against the crowd? Listen to host Matt Daugherty, joined by his partner Matt Gottshall, as they discuss taboo financial topics so you can feel more comfortable having open discussions with those who are close to you.

Many executives are offered deferred compensation plans through their employer but don't know how to take advantage of them. If this sounds like you, join host Matt Daugherty as he talks about how deferred compensation can be a powerful tool to build wealth and create balance in your life.

In this week's episode, host Matt Daugherty discusses historical trends in the stock market as he educates and empowers listeners to see dips in the market as an opportunity instead of something to fear.

In today's competitive employment landscape, it's often difficult to find strong candidates and retain them at your company. In this week's episode, Jennifer Osborn, President and owner of TalentSENSE, shares tips on recruiting, managing, and retaining top performers. Listen to find out if you're taking the necessary steps to be the best manager you can be.

This week, Matt dives back into the world of retirement planning to discuss the 4% safe withdrawal rule. Is 4% still the "magic" number or is it outdated in today's economy? What if the market is volatile or inflation is high? Tune in to this week's episode to find out!