The Long Game

By Thomas KopelmanBusiness

The Long Game episodes

August 11, 2023 Aligning Money Psychology To Get Better Outcomes With Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®
In this episode with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, we talk:
- Balancing spending
- How to not care what others think and to spend according to what you can afford
- How to understand your money story
- How to get on the same page with money with your spouse
38 min
August 04, 2023 Ways To Invest In Your Financial Education With Rachael Camp, CFP®
In this episode we talk about the various ways you can invest in your education like:
- books/podcasts/blogs
- courses
- financial plans
- ongoing relationship with an advisor
As well as who fits in each bucket and why.
If you want to sign up for your course and get $50 off, join the waitlist here.
34 min
July 28, 2023 Restricted Stock, ISO's, & 83(b) Elections With Mike Gorback
In this episode with startup lawyer Mike Gorback, we talk:
- Why S corps are not ideal for companies who plan to take on funding
- How founders get compensated through Restricted stock
- Why ISO's are carved out
- How ISO's and restricted stock are taxed
- What an 83(b) election is and the power of them
- How to best do and 83(b) election
And much more!
38 min
July 21, 2023 How To Protect Your Wealth As A High Net Worth Person With Christopher Gipe
In this episode with Christopher Gipe (top estate planning attorney) we talk:
- What asset protection even means
- Ways to do it
- Why it is so important the more wealth you build
- How many are missing out on key asset protection pieces when they own rentals
- And much more!
53 min
July 14, 2023 An Update On Debt And How To Think Through: Mortgage, HELOC, Auto, Credit Cards, and Students
In this episode with Rohit Agarwal we talk what we are seeing in the current lending markets and what to think through for each type of debt.
38 min
July 12, 2023 Special Announcement: I Am Now The Head of Community For Wealth.com
This is a special episode!
I recently (in the last couple of weeks) took the head of community role at wealth.com. The second I saw this product and me the team, I was blown away with it. So I asked for this role and now got it.
If you have not yet, go checkout wealth.com
28 min
July 07, 2023 A Masterclass On How To Invest In Real Estate With Sean O'Dowd
In this episode with Sean O'Dowd we talk all things real estate investing:
- How to pick a niche
- Why cash flow matters
- What you need to know when looking at different deals
37 min
June 30, 2023 Most Debated Financial Topics (Permanent Life Insurance, Active vs Passive Investing, Fees, Etc.) With Andy Panko, CFP®, RICP®, EA
In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having:
- Permanent life insurance: the good, the bad, the use cases, etc.
- Active vs passive investing
- Different type of fee models
- Worrying about tax refunds or not

53 min
June 23, 2023 Founder Tax Planning Series Part 4: Using Real Estate For Tax Planning (Active vs Passive) with Brandon Hall, CPA
In this episode with Brandon Hall, we talk all things utilizing real estate for tax planning:
- active vs passive
- short term vs long term rentals
- Why it is such a powerful asset class
- The tax benefits of real estate
- why return on equity is a great metric for real estate
- and so much more!
51 min
June 16, 2023 Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®
In this episode with Ben Lake, we talk:
- why estate planning is so important for founders
- estate planning moves to consider
- revocable vs irrevocable trusts
- the power of donating to charity
- the best ways to do it, foundations, donor advise funds, charitable remainder trusts, etc.
51 min