In this episode, Matt Daugherty CFP® CRPC® ECA and friend/Chief Brand Officer of First Watch Restaurants Matt Eisenacher talk about the importance of having open conversations with your company about benefits, avoiding tax surprises, and the courage it takes to make leaps of faith to align with like-minded individuals in your career. Plus, hear about the crucial role of supportive leaders in achieving work-life balance.

How do you appreciate what you have and resist the urge to let expectations spoil reality? Host Matt Daugherty gets personal and discusses some challenges he's faced in realizing contentment.

Everyone likes the sound of paying less in taxes, and using nonqualified deferred compensation plans can bea way to do that. But does that mean that's the right decision for you? In this episode, Matt Daugherty CFP® CRPC® ECA addresses deferred compensation plans and the risks associated with them.

Having a comprehensive estate plan is important. But do you need a Trust? That depends. In this episode, host Matt Daugherty CFP® CRPC® ECA talks you through some examples of why establishing one may or may not be the right choice for you and your family. You can trust him.

Getting rich quickly isn’t as quick a process as you’d like to think. It’s a marathon, not a sprint—steady saving, smart investing, and emotional resilience are key. Listen as host Matt Daugherty explains the power of compounding, and how the difference between earning 5% and 7% is a lot more than you think.  Learn how sales tactics, paid advertisements and stock market digests can be misleading.  Understand how meme stock trends can hurt those who don't understand the difference between investing and speculating.  Be sure to listen to the last half to hear why stock market "crashes" are inevitable, and how you can arm yourselves with knowledge to more smoothly ride them out. 

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You probably don't get to choose whether you get stock options or restricted stock options from your company--but in this short and sweet episode, Matt Daugherty CFP® CRPC® ECA tells you what you should understand about exercising both of these unique types of equity compensation.

Matt Daugherty CFP® CRPC® ECA brings colleague Matt Gottshall CFP®, ECA into the discussion on the "yeses", "nos", and "maybes" of Employee Stock Purchase Plans.

Matt Daugherty CFP® CRPC® ECA talks through some fundamentals on what to consider when you're considering hiring a financial advisor.

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Avoiding overconcentration in your company's stock may be trickier than you think. Matt Daugherty CFP® CRPC® ECA talks about strategies to manage this risk... and the beloved game of Battleship.