Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
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 34 episodes available.
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
February 15, 202523: Stock Options Strategies to Reduce Taxes and Boost ReturnsIt's that time of year when your company may be granting you stock options! Follow along with host Matt Daugherty as he discusses ways that may reduce your tax bill and boost returns....more15minPlay
February 09, 202522: State Tax Planning for Options, RSUs, and Deferred Comp with Dan Hodgin, CPAState taxation can be difficult to understand, especially when you have equity compensation to consider. Join guest Dan Hodgin, CPA, to learn what you should consider before moving across state lines....more32minPlay
February 05, 202521: Ex Pat PositionsGuests Jeff Davis and Jean Bonko join host Matt Daugherty to share their respective experiences about navigating Ex Pat positions and their travel around the world. ...more38minPlay
January 27, 202520: Tax LocationDo you have a goal to pay less in taxes over your lifetime? In this episode, Matt Daugherty shares a tip that may help you do so through a process called tax location....more19minPlay
January 17, 202519: Climbing the Ladder While Raising Children with Detria Courtalis, VP of Sales, Pandora North AmericaDetria Courtalis, VP of Sales, Pandora North America, discusses the humble beginnings of her career and how balancing success and her family has allowed her to rise up the corporate ladder....more30minPlay
December 13, 202418: Death (Checklist) and TaxesWhen confronted with the loss of a loved one, dealing with their financial matters can be overwhelming. Host Matt Daugherty talks through some experienced viewpoints on how to smooth out the settlement process for yourself and everyone impacted....more39minPlay
December 06, 202417: The BasicsMatt Daugherty brings it back to the basics: how can you start to make smart financial decisions to improve balance and freedom in your life?...more29minPlay
November 29, 202416: Climbing the Ladder: Creating a "life plan" –and following it—to franchise as your second career with Paula Janmey of The Goddard SchoolMatt Daugherty and his client Paula Janmey, On-Site Director of The Goddard School North Ridgeville, discuss how she leveraged personal values, a passion for education, and wise financial choices to parlay a twenty-two year career as an engineer and Director at Energizer into successful ownership of a local branch of The Goddard School....more40minPlay
November 22, 202415: Starting a Business with Dennis Dlugosz, CPAMatt and Dennis Dlugosz, CPA, CCIFP sit down and talk about what's important in successfully building a business, from finances to operations and everything in between....more38minPlay
FAQs about The Executive Financial Planning Podcast:How many episodes does The Executive Financial Planning Podcast have?The podcast currently has 34 episodes available.