The Executive Financial Planning Podcast

Teaser Episode: Matt shares a sneak peek into this Friday's episode with AJ Ayers about how having the wrong tax preparer in place could be one of the costliest tax mistakes you can make.

Choosing the right assisted living facility for a parent or loved one can be one of the most overwhelming decisions a family can make. In this week's episode Matt is joined by guest Anthony Coleman of CarePatrol to discuss how to navigate the process. Whether you're planning for the future or in the process of exploring options, this episode provides expert insights to make the right decision based on your family's needs and circumstances.

You've spent decades building wealth and one health crisis could wipe it all out. In this episode, host Matt Daugherty breaks down what long-term care actually costs along with options for paying out of pocket versus Medicare, and why "spending down" is often the most expensive strategy you never chose. Is long-term care insurance the right choice for you or your loved one?

Teaser Episode: Matt shares a look into next week's episodes focused on long term care during retirement. Don't leave one of the biggest retirement expenses to chance, instead tune in to learn more about paying for long term (nursing) care and how to find the right fit for yourself or your loved one.

Do you know what your employee stock option package is actually worth? Is it simply the current stock price minus your strike price (intrinsic value) or is there far more to consider? This week Matt is joined by guest Bill Dillhoefer to discuss how relying only on intrinsic value can lead to costly mistakes in timing, taxes, and long-term planning. It's time to consider the critical role of time value, volatility, vesting schedules, blackout periods, and more!

Teaser episode: Host Matt Daugherty talks about some of the things most executives do not plan for when it comes to their stock options, and how it could cost you thousands of dollars in value.

Most high earners who donate generously are leaving tax savings on the table. A donor advised fund can change that. In this week's episode we break down giving directly to charities versus using a donor advised fund. We discuss bunching strategies, why a separate giving account matters, and how to make your generosity work as hard as you do.

Teaser episode: Matt Daugherty provides a preview for next week's episode and how the way you are giving to charity could be costing you thousands of dollars in tax savings.

You've heard "cash is king" your whole life — but what if that's exactly the advice that's been costing you? In this episode, Matt reframes how high earners should think about cash as the most powerful, flexible asset in their financial life. From emergency funds to opportunity funds, learn how to make your cash work harder while keeping you ready to move when it matters most.

There's a tax strategy that could have potentially saved you six figures on your last liquidity event. It's legal, it's IRS approved, and there's a good chance no one on your financial team has ever mentioned it. Today we're talking about 351 Exchanges -- join host Matt Daugherty and guest Jack Vogle as they share all you need to know!

You could be leaving thousands of dollars on the table if you don't properly understand the college savings options available to you! Join host Matt Daughterty as he breaks down six of the most commonly used investment strategies for college planning along with pros and cons of each.

Have you been wondering what Trump Accounts are or if you should open one for your child? Join host Matt Daugherty, and his partner Matt Gottshall as they break down all you need to know about Trump Accounts; the match, who qualifies, and whether they deserve a place in your financial plan.

Do you have stock options with your company, and get overwhelmed trying to understand terms like "Sell to Cover" and "Cashless Exercise" when it comes to your options? Join your host Matt Daugherty as he breaks down different strategies you can use to exercise your stock options, and which may be the best path for you.

If you've ever wondered whether real estate is a good investment option for you, you're in the right place! In this week's episode, Matt is joined by guest Mark Shuler who has spent the last several years buying and renovating multi-unit properties. Mark shares what it really takes to be successful in real estate along with some associated risks.

Do you know how much money you're "burning through" each month? Most people don't but it's essential to maintaining a financially balanced life. In this episode, Matt Daugherty breaks down how to calculate your personal burn rate, why it matters, and how you can leverage this to set yourself up for financial freedom.

In this episode, Matt Daugherty explores the psychological tension between abundance and scarcity mindsets and how they shape your financial decisions. From two extremes of spending and saving, he reveals practical strategies for recognizing when each mindset serves you well and when it holds you back, helping you build a healthier relationship with money.

In this episode of The Executive Financial Planning Podcast, host Matt Daugherty explains why reviewing your tax return is critical for professionals with equity compensation—and how to catch errors before they become costly problems. He covers common mistakes that we see come up year after year. Whether you work with a CPA or file yourself, this episode gives you the tools to spot red flags on various parts of your tax return.

In this week's episode we dive into one of the most powerful (and often overlooked) ways to raise confident, capable leaders: youth sports. Join host Matt Daugherty and guest Ryan Virtue from Positive Coaching Alliance as they discuss tools to empower your children to become better athletes and better people.PCA_100PointExercise_attachment.pdf

Many people, including our host Matt Daugherty, didn't know that the 401(k) was invented by an individual! This week we're joined by that individual, Ted Benna, who shares what it was like to save for retirement before the 401(k), how the idea came to be, and where it may go in the future.

Have you ever been nervous to bring up certain financial topics, or shied away from discussion with peers because of an opinion you feel goes against the crowd? Listen to host Matt Daugherty, joined by his partner Matt Gottshall, as they discuss taboo financial topics so you can feel more comfortable having open discussions with those who are close to you.

Many executives are offered deferred compensation plans through their employer but don't know how to take advantage of them. If this sounds like you, join host Matt Daugherty as he talks about how deferred compensation can be a powerful tool to build wealth and create balance in your life.

In this week's episode, host Matt Daugherty discusses historical trends in the stock market as he educates and empowers listeners to see dips in the market as an opportunity instead of something to fear.

In today's competitive employment landscape, it's often difficult to find strong candidates and retain them at your company. In this week's episode, Jennifer Osborn, President and owner of TalentSENSE, shares tips on recruiting, managing, and retaining top performers. Listen to find out if you're taking the necessary steps to be the best manager you can be.

This week, Matt dives back into the world of retirement planning to discuss the 4% safe withdrawal rule. Is 4% still the "magic" number or is it outdated in today's economy? What if the market is volatile or inflation is high? Tune in to this week's episode to find out!

Open enrollment is here which means it's time to review your life insurance coverage! Although this is a topic that no one wants to think about, it can make or break your family's financial future. Join, host Matt Daugherty as he discusses how much life insurance you should really be considering for your family.

Do you hold a position, or work for a company that has blackout periods around selling your company stock? Do you get worried about trading your company stock with the knowledge you have and following Insider Trading guidelines?Join host, Matt Daugherty, as he discusses 10b5-1 trading plans and how you can set up pre-determined trading decisions around your company stock to reduce your anxiety when it comes to these decisions!

Disability insurance is often misunderstood but can be critical for financial security when life takes an unexpected turn. Join host Matt Daugherty as he breaks down what disability insurance is and who may benefit from it most.

Do you tend to choose the same health plan year after year without really knowing what's best for you and your family? In this episode, host Matt Daugherty dives into the showdown between high-deductible health plans with Health Savings Accounts (HSAs) and traditional health plans. Matt gives real life examples to help you analyze the pros and cons of each!

Although we can all identify values that are important to us, we don't always act with those values in mind! Listen along as Doug Lennick, CEO of think2perform, shares how to link the two and make values-based decisions with your finances and everyday life.

Whether you're a seasoned financial professional or simply an employee looking to learn more about stock options, MyStockOptions.com might be the resource for you! This week's guest, Bruce Brumberg, is here to discuss MyStockOptions.com and all it has to offer in terms of articles, quizzes, modeling tools and more.

Let's talk employment! Job changes are common, and something most people will face in their career. This week's guest, Kami Brauer, JD, joins Matt to share tips and tricks for negotiating an employment agreement for a new job or negotiating a severance agreement with one you're leaving behind.

We were all raised with different values and experiences especially when it comes to money! This week, Matt talks about how important it is to listen and understand your spouse's values so that you can both get what you want out of life.

If you've been accumulating a significant amount of your employer's stock in your 410(k), listen to this episode to learn how you may be able to save substantial tax dollars by using this strategy in your retirement.

This week, host Matt Daugherty is joined by Julia Sieck to discuss how she has navigated her career at Progressive Insurance. Julia shares candid stories about strategic networking and upholding her values over the past decade and beyond.

We all have values and the choice to make decisions with those values in mind. Listen to Josh Harrell, CFP, as he and Matt discuss how you can take those values into account when it comes to your finances.

If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes.

Should I contribute to the Pre-Tax part of my 401(k)?Should I contribute to the Roth part of my 401(k)? Should I do a mix of both?Tune in to hear Matthew Daugherty talk about what you need to be considering when making this decision .

In this episode, guest Connor Daugherty joins Matt to break down umbrella insurance and liability coverage -- what they are, why they matter, and how they protect your financial future.

Whether you already give to charity or would like to in the future, be sure to listen to guest Dave Haughton as he shares how to optimize your giving strategy, especially when it comes to tax savings.

Most of us will experience a career change at some point in the future. Guest Kristen Fowler joins Matt to discuss what can be negotiated when it comes time for that change and things to consider to set yourself up for the future!

Join host Matt Daugherty as he and Rhett Rybarczyk discuss strategies for the college application process and how to increase your child's chances of getting into their "reach" school.

Guest Saša Mirković joins host, Matt Daugherty, to discuss how life's 4 freedoms can help you to live out your personal "why" every day.

Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock.

Join host Matt Daugherty to learn how to make the most out of your bonus to benefit your present and future self

It's that time of year when your company may be granting you stock options! Follow along with host Matt Daugherty as he discusses ways that may reduce your tax bill and boost returns.

State taxation can be difficult to understand, especially when you have equity compensation to consider. Join guest Dan Hodgin, CPA, to learn what you should consider before moving across state lines.

Guests Jeff Davis and Jean Bonko join host Matt Daugherty to share their respective experiences about navigating Ex Pat positions and their travel around the world.

Detria Courtalis, VP of Sales, Pandora North America, discusses the humble beginnings of her career and how balancing success and her family has allowed her to rise up the corporate ladder.

When confronted with the loss of a loved one, dealing with their financial matters can be overwhelming. Host Matt Daugherty talks through some experienced viewpoints on how to smooth out the settlement process for yourself and everyone impacted.

Matt Daugherty brings it back to the basics: how can you start to make smart financial decisions to improve balance and freedom in your life?