The Long Game

In this episode with Cody Garrett, CFP we talk:

- the difference between Roth and traditional

- why all Roth all the time is not often the right move

- the pro's and con's of each

- real life example

- the power of Roth conversions

- and much more!

In this episode with Christopher Gipe we chat about:

- why you need to protect your wealth

- how to protect your wealth

- the basics parts of asset protection

- the more complex parts like domestic asset trusts

- the "it cannot happen to me" mentality

- some stories to help people understand what CAN happen to you

In this episode with Frazer Rice, Author & Host of the Podcast "Wealth Actually", we talk:

- All about the corporate transparency act coming in 2024

- What changes are coming in 2026 as tax laws sunset

- How to plan for them based on what wealth level you are at

- Why waiting till 2025 is a bad choice

- Some charitable planning ideas for families to instill values in their children

In this episode with Mike Zung, CFP® we talk:

- ALl things ISO's, how they work, how they are taxed

- What AMT is and why you need to watch out for it

- How to best plan around ISO's

- Tax laws that could drastically change the picture and planning around ISO's

In this episode I introduce you to my new hire, Ryan Dolan and share what the role is, what the plans are, our story and how we know each other, etc.

In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust:

- How to fund it

- What accounts/investments should go in

- What should be named in the trust vs beneficiary

- And much more

This is a really important topic as way too many have unfunded trusts out there.

In this episode with ben Lake, CFA, CFP® we talk:

- the importance of having a financial decision tree

- how to prioritize what is the best tax moves/financial moves with what matters most

- mistakes we see people make as they get wealthy

In this episode of the Long Game Podcast, we have on Jacob Turner, fellow financial planner as well as former pro baseball player. He was actually a top 10 pick in the draft out of high school.

He took this experience, what he went through, learned, etc. and decided that he wanted to be a financial planner that helps pro athletes and business owners.

You can hear us talk about:

- financial planning for athletes

- the power of making a lot of income early on

- how to help yourself make decisions that align with what is important to you

- how to navigate and plan/not plan for retirement

And much more!

In this episode with Dasarte Yarnway we talk:

- Why leveraging your time is so crucial as a business owner

- Why you need to spend your time where it is most valuable

- The importance of having a great team around you that speaks to each other and is on the same page

- And who is needed on this team

In this episode we Roger Ledbetter, CPA we talk:

- Why entity structure is the first place to start

- QBI and how it applies and effects taxes

- Why you don't typically want to hold real estate in your business

- How to maximize and think through deductions