Most high earners who donate generously are leaving tax savings on the table. A donor advised fund can change that. In this week's episode we break down giving directly to charities versus using a donor advised fund. We discuss bunching strategies, why a separate giving account matters, and how to make your generosity work as hard as you do.

Teaser episode: Matt Daugherty provides a preview for next week's episode and how the way you are giving to charity could be costing you thousands of dollars in tax savings.

You've heard "cash is king" your whole life — but what if that's exactly the advice that's been costing you? In this episode, Matt reframes how high earners should think about cash as the most powerful, flexible asset in their financial life. From emergency funds to opportunity funds, learn how to make your cash work harder while keeping you ready to move when it matters most.

There's a tax strategy that could have potentially saved you six figures on your last liquidity event. It's legal, it's IRS approved, and there's a good chance no one on your financial team has ever mentioned it. Today we're talking about 351 Exchanges -- join host Matt Daugherty and guest Jack Vogle as they share all you need to know!

You could be leaving thousands of dollars on the table if you don't properly understand the college savings options available to you! Join host Matt Daughterty as he breaks down six of the most commonly used investment strategies for college planning along with pros and cons of each.

Have you been wondering what Trump Accounts are or if you should open one for your child? Join host Matt Daugherty, and his partner Matt Gottshall as they break down all you need to know about Trump Accounts; the match, who qualifies, and whether they deserve a place in your financial plan.

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.