The Long Game

By Thomas Kopelman

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Subscribers: 9
Reviews: 0
Episodes: 248

Description

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.

Episode Date
How to Manage Salary & Distributions in Your S Corp
May 22, 2026
Planning for an IPO: 8 Things to Think About
May 15, 2026
What It’s Actually Like Working with a Financial Advisor (Step-by-Step)
May 08, 2026
The Value of Hiring Coaches (with Dave McGhee)
May 01, 2026
Does More Money Make You Happier?
Apr 24, 2026
Short Term Rentals: Tax Benefits & How To Find Good Investments (with Arda Bircan)
Apr 17, 2026
How to Review Your Tax Return (with Ryan Dolan)
Apr 10, 2026
How to Plan for Safe Harbor if Your Tax Return is on Extension
Apr 03, 2026
You Set Up a Trust… Now What? (with Blake McKibbin, JD, ChFC®, CLU®)
Mar 27, 2026
Signs You're Living a Financially Healthy Life
Mar 20, 2026
How to Do Your Annual Financial Review (Step-by-Step)
Mar 13, 2026
Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan
Mar 06, 2026
Understanding Irrevocable Life Insurance Trusts (ILITS)
Feb 27, 2026
Buying vs. Building a Business (with David Barnett)
Feb 20, 2026
Private Investments (When & Where They Fit in a Portfolio) with Ben Lake, CFA®, CFP®
Feb 13, 2026
Ins & Outs of Long Short Direct Indexing
Feb 06, 2026
6 Ways to Get Liquidity in Your Financial Life (with Ben Lake, CFA®, CFP®)
Jan 30, 2026
How To Prepare To Get Your Taxes Done Smoothly and Efficiently (with Ryan Dolan, EA)
Jan 23, 2026
Best Places to Park Short-Term Cash (with Ben Lake, CFA®, CFP®)
Jan 16, 2026
Q4 Estimated Tax Payment Planning
Jan 09, 2026
Roth vs. Traditional with Cody Garrett, CFP®
Dec 19, 2025
I'm About to Have a Child, What Do I Need to Plan For Financially?
Dec 12, 2025
Growth Tips for Financial Advisors + Our Stories in the Industry (with Mark Cecchini, CFP®)
Dec 05, 2025
Moving to Puerto Rico & the Tax Benefits (with Wes Gray)
Nov 21, 2025
End-of-Year Tax Moves to Save Thousands
Nov 14, 2025
How to Use Real Estate to Lower Your Taxes: Passive vs. Active Tax Treatment
Nov 07, 2025
Maximizing Credit Card Points (with Colin Stroud)
Oct 31, 2025
How to Read Your Paystub
Oct 24, 2025
How Financial Planning & Freedom Go Hand In Hand (with Zach Ashburn, CFP®, EA, AFC®)
Oct 17, 2025
How Direct Indexing Works (and Why the Wealthy Use It) (with Ben Lake, CFA®, CFP®)
Oct 10, 2025
I'm a Solo Business Owner Making $1 Million, How Do I Manage This & Lower My Tax Bill?
Oct 03, 2025
From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)
Sep 26, 2025
Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
Sep 19, 2025
Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)
Sep 12, 2025
Donating Private Assets to a Donor Advised Fund (with Brad Caswell)
Sep 05, 2025
Stock vs Asset Sale: Considerations for Business Sale (with Chad Huebsch, EA, CTP)
Aug 29, 2025
Financial Planning from 30-50 Years Old: Key Decisions to Get Right
Aug 22, 2025
IULs: How They're Incorrectly Sold & Used (with Robert Rikard)
Aug 15, 2025
SBA Loans Explained (with Matthias Smith)
Aug 08, 2025
Planning for an IPO (with Mark Cecchini, CFP®)
Aug 01, 2025
Answering Listener-Submitted Questions
Jul 25, 2025
Tax Strategies for $1M to $10M SMB Owners (with Chad Huebsch, EA, CTP)
Jul 18, 2025
Big Beautiful Bill Summarized: Tax Cuts, Tips, SALT Caps, PTET, and More
Jul 11, 2025
Hiring Children & Spouses: Is This A Good Or Bad Idea?
Jun 27, 2025
How to Maximize Deductions Through Giving to Charity in the Most Efficient Way
Jun 20, 2025
Navigating the New Tax Bill (with Nate Sosa, CPA, MST)
Jun 13, 2025
Should You Elect S-Corp? PTET, QBID, and Other Considerations
Jun 06, 2025
Equity Compensation Planning: ISOs, NSOs, RSUs
May 30, 2025
How Different Investments Are Taxed
May 23, 2025
Understanding Safe Harbor Taxes: Avoiding Penalties & The Standard Deduction
May 16, 2025
HSA Plans & The Value of Investing the Funds
May 09, 2025
Mega Backdoor Roth 401(k): The Most Powerful Retirement Strategy You're Not Using
May 02, 2025
Asset Location & Strategies to Minimize Taxes with Investing
Apr 25, 2025
Asset Allocation, Being a Better Investor, and Target Date Funds
Apr 18, 2025
Roth vs Traditional Accounts: Which Makes Sense for You?
Apr 11, 2025
Roth & Traditional IRAs: Individual Retirement Accounts Breakdown
Apr 04, 2025
Employer-Sponsored Retirement Accounts & Understanding Your Options
Mar 28, 2025
Rental Properties 101 (Tax Benefits, Debt & Equity, Primary Home Conversion)
Mar 21, 2025
What Type of Mortgage Do I Want? How Much Should I Put Down?
Mar 14, 2025
How to Pay Off Debt in the Most Effective Way
Mar 07, 2025
How to Manage Cash Flow When You're Paid In Equity or Bonuses
Feb 28, 2025
How to Manage Your Financial Life as a Married Couple
Feb 21, 2025
How Much Do I Need in an Emergency Fund?
Feb 14, 2025
How Much Do I Need To Invest To Be On Track For My Goals?
Feb 07, 2025
How to Manage Your Financial Life: Cash Flow Management, Surplus Planning, And The Importance Of Automation For Savings
Jan 31, 2025
Best Retirement Accounts For Business Owners (2025)
Jan 24, 2025
How to Plan For Your Taxes as a Business Owner
Jan 17, 2025
Stop Using Your Business Like A Piggy Bank: How To Manage Cash Flow, How Much To Hold, And Where
Jan 10, 2025
A New Chapter: What to Expect from The Long Game in 2025
Dec 27, 2024
Lessons Learned in 2024 (Money, Business, and More)
Dec 20, 2024
Maximizing Your Charitable Impact: From DAFs to Private Foundations w/ Blake McKibbin
Dec 13, 2024
SLATs Explained: The Pros and Cons of Spousal Lifetime Access Trusts w/ Blake McKibbin
Dec 06, 2024
The Soul of Wealth: Redefining Financial Success with Daniel Crosby
Nov 22, 2024
End-of-Year Tax Planning: Strategies Every Business Owner Should Know
Nov 15, 2024
How to Optimize Your QBI Deduction: A Guide for Entrepreneurs
Nov 08, 2024
Disability Insurance: Group vs. Individual Policies & Protecting Your Income
Nov 01, 2024
Life Insurance: Term vs. Permanent Policies Explained
Oct 25, 2024
Umbrella Insurance: A Must-Have for High Net Worth Individuals
Oct 18, 2024
Homeowners Insurance: Key Coverage Areas You Need to Know
Oct 11, 2024
The Importance Of Auto Insurance and What You Need With Your Policy
Oct 04, 2024
Fed Cuts Rates... What Does This Mean For The Markets?
Sep 27, 2024
Advanced Estate Planning For Business Owners Planning To Sell
Sep 20, 2024
Estate Planning Basics For Business Owners
Sep 13, 2024
Interest Rate Changes Are Coming... What Does That Mean For You?
Sep 06, 2024
Investing In Real Estate With Raj Tut
Aug 30, 2024
The Power Of Cash Balance Plans
Aug 23, 2024
The Importance Of Specific Advice To You and Your Situation
Aug 16, 2024
HSA vs FSA: And How Most Use HSA's Incorrectly
Aug 09, 2024
Does The Presidential Party Impact Market Returns
Aug 02, 2024
Roth vs Traditional Accounts
Jul 26, 2024
Solo 401(k) vs SEP IRA
Jul 19, 2024
Understanding Your Businesses Financials and Why Hiring an Outsourced CFO Can Make Sense with Kurtis Hanni
Jul 12, 2024
Preparing For Retirement (and the mindset shift) With Taylor Schulte, CFP®
Jul 05, 2024
Asset Location: The Importance Of Putting The Right Assets In The Right Accounts
Jun 28, 2024
Asset Allocation: What it is and the Importance of it
Jun 21, 2024
Life Insurance: The Uses For Term (For Business and Personal Planning) and Permanent
Jun 14, 2024
What Is Enough
Jun 07, 2024
What Are You So Worried About (Money Edition)
May 31, 2024
The Current State of The Economy, Interest Rates, And The Market and What It All Means For Your Financial Planning With Paula Pant
May 24, 2024
How To Make Big Life Decisions With Abby Davisson
May 17, 2024
C Corps, QSBS, and QSBS Stacking and Packing with Tyler Harris, CPA
May 10, 2024
The Ongoing Costs of Owning A Home
May 03, 2024
Upfront Costs Of Buying A Home
Apr 26, 2024
"I Bought A House For $710,000 and sold for $950,000 But I Barely Made Any Money" - The Real Numbers Behind Jacobs Home
Apr 20, 2024
Rent vs Buy Debate: Actual Numbers Involved
Apr 12, 2024
How To Invest As A Business Owner
Apr 05, 2024
Tax Planning Before A Business Sale With Successful Entrepreneur Ankur Nagpal
Mar 29, 2024
10 Biggest Mistakes Business Owners Make
Mar 22, 2024
Understanding Real Estate Syndications With Aleksey Chernobelskiy
Mar 15, 2024
Scaling To 600 Employees and Lessons Learned Along The Way with Michael Girdley
Mar 08, 2024
Tax Moves You Can Still Make for 2023 and The Truth On Private Equity
Mar 01, 2024
Growing A Business and Raising Money Through Seed Rounds With Rafael Loureiro
Feb 23, 2024
10 Misconceptions People Have On Taxes, Business, Investing, & Risk
Feb 16, 2024
All Things Private Flying with Preston Holland
Feb 09, 2024
How We Manage Our Finances As Financial Planners
Feb 02, 2024
NIL, How To Plan If Getting NIL Money, and Financial For Planning 1099 Folks With Darren Heitner
Jan 26, 2024
New Year Planning For Business Owners
Jan 19, 2024
The Power Of Roth Conversions
Jan 12, 2024
How To Be Ultra Successful With Dr. Julie Gurner
Jan 05, 2024
The Value of Good Advice (and I Introduce My New Co-host)
Dec 29, 2023
The Power of Backdoor Roths and How To Do Them Correctly
Dec 22, 2023
Financial Planning For People Who Are Planning To Move Out of The US
Dec 15, 2023
How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®
Dec 08, 2023
How To Get A Mortgage As A Business Owner With Carl Oguamanam
Dec 01, 2023
End of Year Tax Planning Moves To Make With Ryan Dolan
Nov 24, 2023
Some Things You Need To Learn About Money and Investing With Daniel Crosby
Nov 17, 2023
How To Create A Portfolio In A High Interest Rate Environment With Rubin J. Miller, CFA
Nov 10, 2023
Lessons About Business From Growing A Financial Firm With Mitchell Baldridge CPA
Nov 03, 2023
Donor-Advised Funds: How to Optimize Charitable Giving With Adam Nash
Oct 27, 2023
Roth vs Traditional With Cody Garrett, CFP
Oct 20, 2023
Why You Need To Protect Your Wealth (And How) With Christopher Gipe
Oct 13, 2023
How To Plan For The Estate Tax Changes Coming In 2026 With Frazer Rice
Oct 06, 2023
A Deep Dive Into Incentive Stock Options (ISO's) And AMT With Mike Zung, CFP®
Sep 29, 2023
Introducing My First Full Time Hire (Who He Is, What The Role Is, And Our Story)
Sep 26, 2023
So You Have A Trust Now What (How to Fund It) With Anne Rhodes
Sep 22, 2023
Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®
Sep 15, 2023
What We Can Learn From Athletes On Financial Planning, Retirement, Etc. With Jacob Turner
Sep 01, 2023
The Importance of Building A Team Around Business Owners and Who Those Key Members Are With Dasarte Yarnway
Aug 25, 2023
Understanding Business Tax Planning With Roger Ledbetter CPA
Aug 18, 2023
Aligning Money Psychology To Get Better Outcomes With Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®
Aug 11, 2023
Ways To Invest In Your Financial Education With Rachael Camp, CFP®
Aug 04, 2023
Restricted Stock, ISO's, & 83(b) Elections With Mike Gorback
Jul 28, 2023
How To Protect Your Wealth As A High Net Worth Person With Christopher Gipe
Jul 21, 2023
An Update On Debt And How To Think Through: Mortgage, HELOC, Auto, Credit Cards, and Students
Jul 14, 2023
Special Announcement: I Am Now The Head of Community For Wealth.com
Jul 12, 2023
A Masterclass On How To Invest In Real Estate With Sean O'Dowd
Jul 07, 2023
Most Debated Financial Topics (Permanent Life Insurance, Active vs Passive Investing, Fees, Etc.) With Andy Panko, CFP®, RICP®, EA
Jun 30, 2023
Founder Tax Planning Series Part 4: Using Real Estate For Tax Planning (Active vs Passive) with Brandon Hall, CPA
Jun 23, 2023
Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®
Jun 16, 2023
Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP
Jun 09, 2023
Founder Tax Planning Series Part 1: What You Need To Know About Opportunity Zones With Barrett Linburg
Jun 02, 2023
Ways To Potentially Reach Financial Independence Faster With George Acheampong Jr.
May 26, 2023
What You Need To Know About Hiring Kids and Spouses Within Your Business With Matt Chiappetta, CPA
May 19, 2023
Figuring Out Your Enough and Pursuing Contentment With Khe Hy
May 12, 2023
Living Trusts with Alessandro Chesser and A couple Reader Questions On Buying A House In this Environment and Emergency Funds
May 05, 2023
Taxes For Entrepreneurs With Anthony Price CPA
Apr 28, 2023
The True Benefit Of Pursuing FIRE - Optionality
Apr 21, 2023
Estate Planning Mistakes With Jenny Rozelle
Apr 14, 2023
Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle
Apr 07, 2023
How Planning For Physicians Is Different With Mark McGrath
Mar 31, 2023
An Update On Student Loans: What You Need To Know With Travis Hornsby, CFA, CFP®
Mar 24, 2023
What You Need To Know About Homeowners, Renters, Auto, and Umbrella Insurance with Ian Gutterman
Mar 17, 2023
The Investing Questions You Have Answered With Darin Tuttle
Mar 10, 2023
Internal Episode: AllStreet Academy, AllStreet's Growth and Future Plans, & More on The Podcast
Mar 03, 2023
Real Estate Tax Planning, Turning Real Estate Income To Passive, Short Term & Long Term
Feb 24, 2023
How To Prepare To Sell A Business With David Walsh
Feb 17, 2023
What Does It Look Like To Be Financially Healthy With Odaro Aisueni
Feb 10, 2023
Scaling A Startup & A Masterclass On How To Live Life With Ryan Russell
Jan 27, 2023
Leveraging Various Debt Tools With Russ Ford
Jan 20, 2023
Tax Planning Opportunities For The Wealthy: Charitable Giving, Real Estate, and Opportunity Zones With Ian Weiner, CFP(R)
Jan 13, 2023
Investing in 2023 With Callie Cox
Jan 06, 2023
Year End Financial Planning Opportunities With Travis Gatzemeier, CFP®
Dec 16, 2022
Planning Your Corporate Exit By Starting A Consulting Business With Zach Ashburn
Dec 09, 2022
Unlock Your Inner Millionaire with 5 Income Accelerators With Jeff Rose CFP®
Dec 02, 2022
The Creator Mindset: How To Balance Your Passion With Your Skill Set With Torie Happe
Nov 18, 2022
Landing A High Paying Job With Beez
Nov 11, 2022
What You Need To Know About Health Insurance and What Your Options Are As A Business Owner With Matt Allen
Nov 04, 2022
What You Need To Know About Estate Planning As A Millennial
Oct 21, 2022
Listener Submitted Questions With Thomas Kopelman
Oct 14, 2022
The Importance Of Understanding Your Why With Money With Rachael Camp, CFP®
Oct 07, 2022
How To Win At Airbnb's With Taylor Jones
Sep 30, 2022
Marriage and Money: Tips For A Healthy Relationship with Ashley Quamme
Sep 23, 2022
Getting Into the Weeds of Bitcoin With Andy Edstrom
Sep 16, 2022
AllStreet Wealth Turns 1, A Recap of The Year, What We Learned, and Advice For Other Business Owners
Sep 09, 2022
How to Financially Plan for More Travel With Riki Cooke, CFP®
Sep 02, 2022
Tips & Hacks for International Traveling With Peter Ciravolo
Aug 26, 2022
Answering The Investing Questions You Have With Jesse Cramer
Aug 19, 2022
How Psychology & Behaviors Affect How We Manage Our Money With Brendan Frazier
Aug 12, 2022
playing The Long Game With Content
Jul 08, 2022
The case for private investments with Samuel Deane
Jul 01, 2022
Why Bitcoin Isn’t Dead With Isaiah and Morgen
Jun 24, 2022
Inside the Life of a Full-Time Creator With Nicole Casperson
Jun 17, 2022
Why Getting Equity Should Be A Priority With Odaro Aisueni
Jun 10, 2022
What You Need to Know About Saving for College & Career Planning With Tyler Olson
Jun 03, 2022
Our Thoughts On: Terra, LUNA, and Down Markets
May 27, 2022
Intro To Short Term and Long Term Rental Properties With Lauren K Aumond
May 20, 2022
Tax & Bookkeeping Mistakes to Avoid as a Small Business Owner With Brittney Suttle
May 13, 2022
Why Millennials Should Care More About the Stock Market With Brian Feroldi
May 06, 2022
Business Advice From Jason Wenk - A Serial Entrepreneur Who Has Built & Sold a $100 Million Business
Apr 29, 2022
Community lending made easy with Taylor Simpson
Apr 22, 2022
Mistakes/Misconceptions Around Insurance With Broc Buckles
Apr 15, 2022
Just Keep Buying With Nick Maggiulli
Apr 08, 2022
Your Guide To Understanding Taxes
Apr 01, 2022
Biggest Equity Comp Mistakes With Chris Arnold
Mar 25, 2022
Why Bitcoin is Different Than the Rest w/ Tyrone Ross
Mar 18, 2022
Russia Invades Ukraine, Gas Prices Soar, Stocks are In A Recession, Crypto Having A Valuable Use Case, What Should You Be Doing?
Mar 11, 2022
How To Invest During A Volatile Market With Peter Lazaroff
Mar 04, 2022
Intro To Alternative Forms Of Investing With Robert Petrozzo, Co-Founder of Rally Rd
Feb 25, 2022
What Does Real Financial Planning Look Like With Carl Richards
Feb 18, 2022
Househacking 101
Feb 11, 2022
6 things Dave Ramsey Has Wrong
Feb 04, 2022
The Ins and Outs Of Crypto and NFT Taxes with Jaimin Desai
Jan 28, 2022
How to Get Educated About Digital Assets with Caitlin Cook
Jan 21, 2022
Crypto 101: Intro To Web3
Jan 14, 2022
Intro To Crypto Part 3: DEFI and The Metaverse
Dec 17, 2021
Crypto 101 Part 2: Intro to NFT's
Dec 10, 2021
Crypto 101: Intro to Blockchain, Bitcoin, Ethereum
Dec 03, 2021
6 Pieces of Advice from Parents You Probably Shouldn’t Listen To
Nov 26, 2021
Options On How To Manage Your Finances As A Married Couple
Nov 19, 2021
Home Buying Deep Dive With Kent Hollingsworth
Nov 12, 2021
How To Plan For Financial Flexibility
Nov 05, 2021
What is "FIRE: Financial Independence Retire Early" And Should I Go For It?
Oct 29, 2021
How We Manage Our Money
Oct 22, 2021
Maximizing Your Company Benefits and How To Teach Your Kids About Money
Oct 15, 2021
Why Investing Is Not Gambling and How To Save For Short Term Goals
Oct 08, 2021
Best Spreadsheet Financial Decision vs Best Money Decision For You
Oct 01, 2021
Why Net Worth Is The Most Important Metric To Track For Millennials and Should You Use Credit Cards or Not?
Sep 23, 2021
This Is Not You Parents Market and Roth Vs Traditional Accounts
Sep 17, 2021
8 Steps To Set Your Family Up For Success and Should I Invest In Crypto?
Sep 10, 2021
Invest vs Pay Off Debt / Why Hire an Advisor In Your 20's and 30's
Sep 02, 2021
Intro to Season 2 and AllStreet Wealth
Sep 01, 2021
Nate Spangle - Pursuing Impact
Jul 13, 2021
Derick Grant - Reaching Your Full Potential Through Your Mindset
Jun 22, 2021
Andy Slye: Becoming A Debt Free Millionaire By 31
May 23, 2021
Thomas Kopelman: Speaking Your Wants Into Existence
Apr 28, 2021
Alex Feinberg: Turning Short Cuts Into a Business
Apr 14, 2021
Erica Ballard: Focusing on a Healthy Life
Mar 30, 2021
Brendan King: Lofty Dreams With No Backup Plan
Feb 25, 2021
Samantha Russell: Content Content Content
Feb 05, 2021
Taylor King: Be Uniquely You
Jan 18, 2021
Paul Jorgensen: Believing In Yourself
Jan 06, 2021
Alan Stein, Jr: Using His Passion To Pave A New Path
Dec 17, 2020
Austen Allred: Betting On Yourself And Merging Your Interests Into A Business That Changes Lives
Nov 30, 2020
Tyrone Ross Jr.: Hard Work Can Get You Anywhere
Nov 20, 2020
Jeremy Ross Miller: Learning through Entrepreneurship
Oct 29, 2020
Justin Castelli: Creating a Life of Purpose
Oct 13, 2020
Intro to Thomas Kopelman
Oct 13, 2020
The Prelude
Oct 13, 2020