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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

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Homeowners Insurance: Key Coverage Areas You Need to Know

11 Oct 2024
20m
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The Importance Of Auto Insurance and What You Need With Your Policy

04 Oct 2024
23m
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Fed Cuts Rates... What Does This Mean For The Markets?

27 Sep 2024
45m
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Advanced Estate Planning For Business Owners Planning To Sell

20 Sep 2024
33m
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Advanced Estate Planning For Business Owners Planning To Sell

20 Sep 2024
28m
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Estate Planning Basics For Business Owners

13 Sep 2024
28m
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Interest Rate Changes Are Coming... What Does That Mean For You?

06 Sep 2024
18m
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Investing In Real Estate With Raj Tut

30 Aug 2024
28m
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The Power Of Cash Balance Plans

23 Aug 2024
37m
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The Importance Of Specific Advice To You and Your Situation

16 Aug 2024
20m
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HSA vs FSA: And How Most Use HSA's Incorrectly

09 Aug 2024
19m
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Does The Presidential Party Impact Market Returns

02 Aug 2024
19m
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Roth vs Traditional Accounts

26 Jul 2024
24m
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Solo 401(k) vs SEP IRA

19 Jul 2024
17m
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Understanding Your Businesses Financials and Why Hiring an Outsourced CFO Can Make Sense with Kurtis Hanni

12 Jul 2024
34m
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Preparing For Retirement (and the mindset shift) With Taylor Schulte, CFP®

05 Jul 2024
45m
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Asset Location: The Importance Of Putting The Right Assets In The Right Accounts

28 Jun 2024
15m
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Asset Allocation: What it is and the Importance of it

21 Jun 2024
22m
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Life Insurance: The Uses For Term (For Business and Personal Planning) and Permanent

14 Jun 2024
38m
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This podcast episode explores the misconceptions and importance of life insurance for different life stages. The guest emphasizes the need to understand the cost structure and charges associated with the policy, as well as the significance of due diligence when choosing a carrier. The discussion highlights the use case...

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What Is Enough

07 Jun 2024
19m
Page 6

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