The Executive Financial Planning Podcast
By Balanced Wealth Group
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Category: Investing
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Episodes: 107
Description
For busy, equity-compensated professionals at publicly traded companies who are tired of losing money in the gaps most financial advisors overlook. Hosted by Matt Daugherty, CFP®, CRPC®, ECA, partner and CEO of Balanced Wealth Group, each episode turns complexity into clear, actionable strategy — so you can protect what you've built, keep more of what you earn, and choose balance in every area of your life.
| Episode | Date |
|---|---|
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S2E9 Leaving Your Job? Start Planning 12-18 Months In Advance
|
Oct 05, 2026 |
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S2E8 Mental Health Benefits: The Perk Executives Are Afraid To Use
|
Oct 02, 2026 |
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Tax Mistake #9: Are You Paying Taxes on Your Qualified Charitable IRA Distributions?
|
Sep 30, 2026 |
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S2E7 Equity Compensation Calendar: 8 Dates Costing You Money
|
Sep 28, 2026 |
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S2E6 Life Insurance: Two Times Your Salary Won't Keep the Lights On
|
Sep 25, 2026 |
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Tax Mistake #8: Non-Deductible IRA Contributions Are Costing You Tax-Free Growth
|
Sep 23, 2026 |
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S2E5 Your Spouse's Benefits Plan Is Costing You
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Sep 21, 2026 |
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S2E4 You Insure Your Car, Home, and Business. But Not Your Paycheck.
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Sep 18, 2026 |
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Tax Mistake #7: Why Your Backdoor Roth IRA May Be Costing You Thousands
|
Sep 16, 2026 |
|
S2E3 The HSA Mistake Costing High Earners Thousands
|
Sep 14, 2026 |
|
S2E2 The Deferred Compensation Election You Can't Undo
|
Sep 11, 2026 |
|
Tax Mistake #6: The Foreign Tax Credit You're Not Allowed to Use
|
Sep 09, 2026 |
|
S2E1 You Negotiated Your Salary. You Ignored Your Benefits.
|
Sep 07, 2026 |
|
401(k) Did You Knows & the Mega Backdoor Roth
|
Sep 04, 2026 |
|
Tax Mistake #5: Don't Let the Tax Tail Wag the Dog
|
Sep 02, 2026 |
|
The Lesson of the Five Balls: Tips for Achieving More Balance
|
Aug 31, 2026 |
|
The 4 Tax Traps Hiding in Your Inheritance
|
Aug 28, 2026 |
|
Tax Mistake #4: The Stock Option Tax Mistakes that Cost High Earners Thousands in Taxes
|
Aug 26, 2026 |
|
The Death Letter: Why Your Estate Plan Matters More Than Your Documents
|
Aug 24, 2026 |
|
S1E10 - The Estate Plan Your Advisor Should Have Updated Five Years Ago
|
Aug 21, 2026 |
|
Tax Mistake #3: The Divorce Tax Mistake That Costs Families Thousands
|
Aug 19, 2026 |
|
S1E9 - Social Security Is More Complicated Than Your Advisor Thinks, with Daniel Hurley
|
Aug 17, 2026 |
|
S1E8 - The Insurance Gaps That Can Quietly Erase a Decade of Earnings
|
Aug 14, 2026 |
|
Tax Mistake #2: Filing Separately Saved You Thousands. It May Cost You More.
|
Aug 12, 2026 |
|
S1E7 - Deferred Comp Without a Distribution Plan Is a Tax Time Bomb
|
Aug 10, 2026 |
|
S1E6 - Tax Prep vs. Tax Planning: The Six-Figure Difference Most Advisors Skip
|
Aug 07, 2026 |
|
Tax Mistake #1: Not Earning Enough Interest on Your Cash
|
Aug 05, 2026 |
|
S1E5 - Hold and Hope" Isn't a Strategy: When Concentrated Company Stock Becomes Your Biggest Risk
|
Aug 03, 2026 |
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S1E4 - Your ESPP Might Be the Best Asset You Own — So Why Won't Your Advisor Touch It?
|
Aug 01, 2026 |
|
S1E3 - The Six-Figure RSU Mistake Your Advisor Keeps Making (And Why You Pay for It Every April)
|
Jul 28, 2026 |
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S1E2 - The Cash Flow Blind Spot: Why $500K Earners Still Feel Broke
|
Jul 24, 2026 |
|
S1E1 - If Your Advisor Only Manages Investments, You're Paying for Half a Plan
|
Jul 21, 2026 |
|
The Exit Nobody Talks About: What It Actually Takes to Leave a High-Paying Career at 51
|
Jul 18, 2026 |
|
3 Things you need to do to Plan for an Early Retirement
|
Jul 14, 2026 |
|
"Shining a Light on a Woman's Journey to Financial Wellness" with Heather Ettinger
|
Jul 11, 2026 |
|
Empower yourself to find the Right Financial Advisor for YOU
|
Jul 06, 2026 |
|
The Classes Your Kid Picks This Spring Will Follow Them to Every College Application
|
Jul 04, 2026 |
|
The Number One, Single Most Important Thing to Know as a Parent
|
Jun 30, 2026 |
|
Raise Financially Confident Kids, without Raising Entitled Ones
|
Jun 27, 2026 |
|
Tips and Tricks to Help Your Child Learn About Money
|
Jun 23, 2026 |
|
The AMT Trap: How One Stock Option Exercise Can Blow Up Your Tax Return
|
Jun 20, 2026 |
|
Why the Wrong Tax Preparer Could Be Your Most Expensive Mistake
|
Jun 15, 2026 |
|
Mom needs Care. Where should we go?
|
Jun 13, 2026 |
|
The Nursing Home is Going to "Take" All of My Money
|
Jun 09, 2026 |
|
The Biggest Expense You’ll Have in Retirement Isn’t What You Think
|
Jun 06, 2026 |
|
Intrinsic Value vs. Real Value — Are You Valuing Your Options Correctly?
|
Jun 02, 2026 |
|
Two Big Mistakes You May Be Making With Your Stock Options
|
May 30, 2026 |
|
Donor Advised Funds: Give Smart or Give Wrong
|
May 26, 2026 |
|
Stop Selling Before You Give: The Charity Tax Trap
|
May 23, 2026 |
|
Cash Is Queen: The Financial Chess Move Most High Earners Are Getting Wrong
|
May 15, 2026 |
|
Section 351 Exchanges
|
May 08, 2026 |
|
College Savings Tools You Need to Understand
|
May 01, 2026 |
|
Understanding Trump Accounts
|
Apr 24, 2026 |
|
Different Strategies for Exercising your Stock Options
|
Mar 27, 2026 |
|
Real Estate as an Investment Vehicle with Mark Shuler
|
Mar 16, 2026 |
|
What is your burn rate?
|
Feb 23, 2026 |
|
Balancing Abundance and Scarcity in your Financial Life
|
Feb 16, 2026 |
|
Reviewing your Tax Return for Errors
|
Feb 08, 2026 |
|
Turning your Children into Leaders through Youth Sports with Ryan Virtue
|
Jan 31, 2026 |
|
The Father of the 401(k)
|
Jan 06, 2026 |
|
Taboo Financial Topics with Matt Gottshall
|
Dec 07, 2025 |
|
Unlocking the Potential of Deferred Compensation Plans
|
Nov 22, 2025 |
|
Corrections, Bear Markets and Opportunities
|
Nov 15, 2025 |
|
Hiring and Maintaining Top Talent with Jennifer Osborn
|
Oct 31, 2025 |
|
Will the 4% Safe Withdrawal Rule Still Work?
|
Oct 24, 2025 |
|
How Much Life Insurance Should I Consider During Open Enrollment?
|
Oct 18, 2025 |
|
10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading
|
Oct 03, 2025 |
|
Understanding Disability Insurance
|
Sep 22, 2025 |
|
HSA vs. Traditional: The Health Plan Showdown
|
Sep 17, 2025 |
|
Get in Touch with Your Values with Doug Lennick
|
Sep 05, 2025 |
|
myStockOptions.com with Bruce Brumberg
|
Sep 03, 2025 |
|
Negotiating Employment and Severance Agreements with Kami Brauer
|
Aug 27, 2025 |
|
Happy Spouse, Happy Life
|
Aug 16, 2025 |
|
Saving Taxes with Net Unrealized Appreciation
|
Aug 08, 2025 |
|
Climbing the Ladder with Julia Sieck
|
Aug 02, 2025 |
|
Balancing your values with your resources
|
Jul 25, 2025 |
|
Reducing Taxes by Exercising and Holding Incentive Stock Options
|
Jun 18, 2025 |
|
Contributing to my 401(k) when I'm in the top tax bracket
|
May 23, 2025 |
|
Private Insurance Solutions
|
Apr 16, 2025 |
|
Getting More Tax Savings From Your Charitable Giving
|
Apr 06, 2025 |
|
What's Negotiable When Changing Employers
|
Mar 29, 2025 |
|
How to Get Your Child Into Their "Reach" School
|
Mar 23, 2025 |
|
Balancing Life's 4 Freedoms
|
Mar 12, 2025 |
|
Using RSUs to Derisk and Fund Your Goals
|
Feb 28, 2025 |
|
3 Tips for Maximizing Your Bonus
|
Feb 24, 2025 |
|
Stock Options Strategies to Reduce Taxes and Boost Returns
|
Feb 15, 2025 |
|
State Tax Planning for Options, RSUs, and Deferred Comp with Dan Hodgin, CPA
|
Feb 09, 2025 |
|
Ex Pat Positions
|
Feb 05, 2025 |
|
Climbing the Ladder While Raising Children with Detria Courtalis, VP of Sales, Pandora North America
|
Jan 17, 2025 |
|
Death (Checklist) and Taxes
|
Dec 13, 2024 |
|
The Basics
|
Dec 06, 2024 |
|
Climbing the Ladder: Creating a "life plan" –and following it—to franchise as your second career with Paula Janmey of The Goddard School
|
Nov 29, 2024 |
|
Starting a Business with Dennis Dlugosz, CPA
|
Nov 22, 2024 |
|
Real Estate as an Investment Vehicle with Andrew Coleman, CBRE Market Leader
|
Nov 15, 2024 |
|
Climbing the Ladder: Taking risks to create your dream career with First Watch Chief Marketing Officer Matthew Eisenacher
|
Nov 01, 2024 |
|
Contentment
|
Oct 25, 2024 |
|
Reducing Taxes and Risk using Deferred Compensation
|
Oct 18, 2024 |
|
Accessing Retirement Funds Early
|
Oct 07, 2024 |
|
Should I have a Trust?
|
Sep 27, 2024 |
|
How to "get rich quick"
|
Sep 13, 2024 |
|
What's better, RSUs or stock options?
|
Sep 06, 2024 |
|
ESPPs with guest Matt Gottshall CFP®, ECA
|
Sep 04, 2024 |
|
How to Hire a Financial Advisor
|
Sep 04, 2024 |
|
Managing Overconcentration Risk in your Company Stock
|
Aug 06, 2024 |
|
Tax mistakes to avoid with your company Stock Options and Awards
|
Jul 26, 2024 |
|
Navigating Executive Benefits
|
Jul 18, 2024 |
|
Start Here: Financial Planning for Executives & Equity Compensation
|
Jul 18, 2024 |