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For busy, equity-compensated professionals at publicly traded companies who are tired of losing money in the gaps most financial advisors overlook. Hosted by Matt Daugherty, CFP®, CRPC®, ECA, partner ... more
FAQs about The Executive Financial Planning Podcast:How many episodes does The Executive Financial Planning Podcast have?The podcast currently has 93 episodes available.
February 15, 2025Stock 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, 2025State 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, 2025Ex 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, 2025Tax 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, 2025Climbing 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, 2024Death (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, 2024The 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, 2024Climbing 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, 2024Starting 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
November 15, 2024Real Estate as an Investment Vehicle with Andrew Coleman, CBRE Market LeaderMatt Daugherty and Andrew Coleman, Managing Director and Market Leader for CBRE Cleveland & Akron, chat about when you might consider investing in real estate, what types of property to consider, and what it takes to make real estate investing work for you....more38minPlay
FAQs about The Executive Financial Planning Podcast:How many episodes does The Executive Financial Planning Podcast have?The podcast currently has 93 episodes available.