Do you have stock options with your company, and get overwhelmed trying to understand terms like "Sell to Cover" and "Cashless Exercise" when it comes to your options? Join your host Matt Daugherty as he breaks down different strategies you can use to exercise your stock options, and which may be the best path for you.

If you've ever wondered whether real estate is a good investment option for you, you're in the right place! In this week's episode, Matt is joined by guest Mark Shuler who has spent the last several years buying and renovating multi-unit properties. Mark shares what it really takes to be successful in real estate along with some associated risks.

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.

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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.