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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

What Type of Mortgage Do I Want? How Much Should I Put Down?

How to Pay Off Debt in the Most Effective Way

How to Manage Cash Flow When You're Paid In Equity or Bonuses

How To Manage Your Financial Life As A Married Couple

How Much Do I Need in an Emergency Fund?

How Much Do I Need To Invest To Be On Track For My Goals?

How to Manage Your Financial Life: Cash Flow Management, Surplus Planning, And The Importance Of Automation For Savings

Best Retirement Accounts For Business Owners (2025)

How to Plan For Your Taxes as a Business Owner

Stop Using Your Business Like A Piggy Bank: How To Manage Cash Flow, How Much To Hold, And Where

A New Chapter: What to Expect from the Long Game in 2025

Lessons Learned in 2025 (Money, Business, and More)

Maximizing Your Charitable Impact: From DAFs to Private Foundations w/ Blake McKibbin

SLATs Explained: The Pros and Cons of Spousal Lifetime Access Trusts w/ Blake McKibbin

The Soul of Wealth: Redefining Financial Success with Daniel Crosby

End-of-Year Tax Planning: Strategies Every Business Owner Should Know

How to Optimize Your QBI Deduction: A Guide for Entrepreneurs

Disability Insurance: Group vs. Individual Policies & Protecting Your Income

Life Insurance: Term vs. Permanent Policies Explained

Umbrella Insurance: A Must-Have for High Net Worth Individuals

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