Claim OwnershipThe Long Game
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© Thomas Kopelman
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The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth.
You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.
238 Episodes
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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!
1This 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
In this episode with Mark McGrath we talk:
- how financial planning is different for physicians
- how starting to make income later changes the planning
- how to balance lifestyle creep and the increase of income so quickly
- how to avoid burnout
- the most important times to engage with a planner as physician
In this episode with Travis Hornsby we talk:
- what is going on with student loans
- what changes have been made
- the new IDR waiver and some examples
- PSLF changes
If you need help with your student loans head on over to https://www.studentloanplanner.com/. They can help for a very affordable price.
In this episode with Ian Gutterman we talk:
- The basics of Homeowners, Renters, Auto, and Umbrella Insurance
- What you need to know about each
- What they cover and why they are needed
- Mistakes people make/don't think about with each
In this episode with Darin Tuttle we talk:
- the current state of the market
- whether international should be a portfolio or not
- tax location and asset allocation
- how to view long term investing
WE switched things up this week and had Treyton back on to talk:
- What's to come with AllStreet Academy, why we created it, the price, who it fits for, when it launces, etc
- How we have grown AllStreet Wealth and what our future plans are
- Plans for the podcast
In this episode with Ryan, The Real Estate CPA we get into the weeds of real estate tax planning and talk:
- why real estate is so attractive
- ratios for understanding good deals
- how to turn it from passive to active to offset income
- and much more!
In this episode with David Walsh we talk about:
- Ways to prep for the sale of your business
- Mistakes we often see made
- Why you need a really good team around you
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