The Long Game

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

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!

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.

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!

Khe Hy, entrepreneur who left Wall Street to start his own business, talks about his childhood, why money and happiness don't go hand in hand, finding your 'enough', digging into what brings you happiness, and the limitations of money in solving problems.

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!