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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.... more
FAQs about The Executive Financial Planning Podcast:How many episodes does The Executive Financial Planning Podcast have?The podcast currently has 33 episodes available.
July 25, 2025Balancing your values with your resourcesWe all have values and the choice to make decisions with those values in mind. Listen to Josh Harrell, CFP, as he and Matt discuss how you can take those values into account when it comes to your finances. ...more40minPlay
June 18, 202532: Reducing Taxes by Exercising and Holding Incentive Stock OptionsIf you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes....more41minPlay
May 23, 202531: Contributing to my 401(k) when I'm in the top tax bracketShould I contribute to the Pre-Tax part of my 401(k)?Should I contribute to the Roth part of my 401(k)? Should I do a mix of both?Tune in to hear Matthew Daugherty talk about what you need to be considering when making this decision ....more29minPlay
April 16, 202530: Private Insurance SolutionsIn this episode, guest Connor Daugherty joins Matt to break down umbrella insurance and liability coverage -- what they are, why they matter, and how they protect your financial future. ...more32minPlay
April 06, 202529: Getting More Tax Savings From Your Charitable GivingWhether you already give to charity or would like to in the future, be sure to listen to guest Dave Haughton as he shares how to optimize your giving strategy, especially when it comes to tax savings....more31minPlay
March 29, 202528: What's Negotiable When Changing EmployersMost of us will experience a career change at some point in the future. Guest Kristen Fowler joins Matt to discuss what can be negotiated when it comes time for that change and things to consider to set yourself up for the future! ...more32minPlay
March 23, 202527: How to Get Your Child Into Their "Reach" SchoolJoin host Matt Daugherty as he and Rhett Rybarczyk discuss strategies for the college application process and how to increase your child's chances of getting into their "reach" school....more41minPlay
March 12, 202526: Balancing Life's 4 FreedomsGuest Saša Mirković joins host, Matt Daugherty, to discuss how life's 4 freedoms can help you to live out your personal "why" every day....more44minPlay
February 28, 202525: Using RSUs to Derisk and Fund Your GoalsAre you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock....more23minPlay
February 24, 202524: 3 Tips for Maximizing Your BonusJoin host Matt Daugherty to learn how to make the most out of your bonus to benefit your present and future self...more15minPlay
FAQs about The Executive Financial Planning Podcast:How many episodes does The Executive Financial Planning Podcast have?The podcast currently has 33 episodes available.