The Long Game

In this episode with Mark Cecchini, CFP, we talk:

- what QSBS is

- the benefits of it

- how to qualify

- 83(b) elections

In this episode with Barrett Linburg we talk:

- What an opportunity zone is and what options you have to invest in them

- All the tax benefits that exist

- Why founders when selling should at least consider utilizing them

- Whether you should do your own or work with a company

- Why you need a great team around you to execute on this strategy

In this episode with George Acheampong Jr. we talk:

- financial independence and the value of it

- ways to get there faster

- why increasing income should always be priority one

- why understanding what matters and what your desired lifestyle is

- the power of a high savings rate

- the buy, borrow, die approach

Go and give George a follow on twitter, linkedin, and instagram.

In this episode with Matt Chiappetta, CPA we talk:

- whether you can hire your children or spouse

- the do's and don'ts of hiring them

- what to look out for

- the tax benefits of doing it

- and much more!

This episode goes deeper than most. Thomas and Khe Hy talk about:

- Khe Hy's childhood, time on WallStreet, and why he left to start his own business

- how money and happiness do not go hand in hand

- why it is important to figure out what your enough is

- why you need to do some digging into understanding what is most important to you and what will bring you happiness

This was of the best episodes and guests by far.

In this episode with Alessandro Chesser we talk:

- his journey in tech

- the need for trusts

- why living trusts can be so valuable

- his company and how they are helping with this problem

Then some reader submitted questions:

- Should I buy a house now or wait?

- Should I invest my emergency fund?

In this episode with Anthony Price we talk:

- all things business and taxes

- S Corp

- C Corps

- QSBS

- QBI deductions

- Hiring family

- Charitable remainders trusts

- Limiting capital gains taxes

And much more!

In this episode with Andrea (Product Growth Leader at Meta) we talk:

- all things FIRE

- the good and the bad of FIRE

- the power of a personal mission statement for your finances

- how the true benefit of pursuing FIRE is optionality

- why you need to really map our your financial life

- the power of knowing your ENOUGH

In this episode with Jenny Rozelle (again). We talk the 4 most common estate planning mistakes she sees.

Do not let this be you!

In this episode with estate planning attorney Jenny Rozelle we talk:

- what estate planning is

- the most common types of trusts

- why each are use, the good, the bad, etc