Best Places to Park Short-Term Cash (with Ben Lake, CFA®, CFP®)
16 Jan 2026
18m
Thomas Kopelman · Investment
The Long Game
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.
Episodes
Q4 Estimated Tax Payment Planning
09 Jan 2026
16m
Roth vs. Traditional with Cody Garrett, CFP®
19 Dec 2025
41m
I'm About to Have a Child, What Do I Need to Plan For Financially?
12 Dec 2025
10m
Our Stories as Financial Advisors + Advice for Other Advisors (with Mark Cecchini, CFP®)
05 Dec 2025
52m
Moving to Puerto Rico for Taxes (with Wes Gray)
21 Nov 2025
25m
End-of-Year Tax Moves to Save Thousands
14 Nov 2025
12m
How to Use Real Estate to Lower Your Taxes: Passive vs. Active Tax Treatment
07 Nov 2025
35m
Maximizing Credit Card Points (with Colin Stroud)
31 Oct 2025
31m
How To Read Your Paystub
24 Oct 2025
10m
How Financial Planning & Freedom Go Hand In Hand (with Zach Ashburn, CFP®, EA, AFC®)
17 Oct 2025
26m
How Direct Indexing Works (and Why the Wealthy Use It) (with Ben Lake, CFA®, CFP®)
10 Oct 2025
23m
I'm a Solo Business Owner Making $1 Million, How Do I Lower My Tax Bill?
03 Oct 2025
12m
From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)
26 Sep 2025
38m
Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
19 Sep 2025
28m
Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)
12 Sep 2025
30m
Donating Private Assets to a Donor Advised Fund (with Brad Caswell)
05 Sep 2025
30m
Stock vs Asset Sale: Considerations for Business Sale (with Chad Huebsch, EA, CTP)
29 Aug 2025
21m
Financial Planning from 30-50 Years Old: Key Decisions to Get Right
22 Aug 2025
24m
IULs: How They're Incorrectly Sold & Used (with Robert Rikard)
15 Aug 2025
34m
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