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.
Publishes | Weekly | Episodes | 217 | Founded | 5 years ago |
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Number of Listeners | Category | Business |
In this episode, I'm joined by Zach Ashburn to break down the journey of transitioning from corporate life to entrepreneurship. Zach specializes in corporate exit planning and shares how professionals can leverage their skills to thrive independently... more
In this episode, I'm joined by Wes and Doug from Alpha Architect to dive deep into the world of Employee Stock Ownership Plans (ESOPs). We talk about the options for selling a business, like selling to competitors or private equity, and break down th... more
In this episode, I'm joined by Benjamin Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a concentrated investment, this episode is for you. We break down:
* The importance of having a clea... more
In this episode, I'm joined joined by Brad Caswell, an expert in the world of Donor Advised Funds (DAFs). He served as the Chief Operating Officer of Vanguard Charitable for 12 years, and now as a consultant helping organizations and individuals navi... more
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Loving the solo episodes, they must be so much harder to pull off. Keep it up!
Ben E.
As a growing financial consultant, I can honestly say that this podcast has been nothing short of fruitful. The insight that I’ve been able to capture from your conversations have allowed me to help my clients understand the complexities of financial planning at a basic level. Thank you guys so much for this content!
Thomas, you are doing great work! It’s helpful not only to your potential clients but to fellow advisors like me)
Thomas’s approach to planning is very refreshing and every episode offers a lot of great advice. I look forward to each new episode.
In all seriousness, thank you Thomas for your content. As a young advisor, you have shown me a sustainable path forward in my career that can really help clients through holistic advice. There are a lot of bad actors in this industry and Thomas is the anthesis of that.
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Focused on educating business owners, particularly those between the ages of 30 to 50, about wealth-building strategies, this podcast covers a wide array of topics ranging from fundamental financial concepts to intricate tax planning and estate management. It features expert insights into crucial areas such as equity compensation, small business financing, and philanthropic strategies, catering to listeners who seek to enhance their financial literacy and make informed decisions concerning their wealth. The unique blend of actionable advice and complex financial insights positions this podcast as a valuable resource for professionals looking to secure their financial future amid the complexities of modern economic landscapes.
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These podcasts share a similar audience with The Long Game:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Stay Wealthy Retirement Podcast
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Long Game launched 5 years ago and published 217 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Long Game include:
1. Wes Gray
2. Doug Pugliese
3. Brad Caswell
4. Robert Rikard
5. Matthias Smith
6. Pioneer Capital Advisory
7. Chad Huebsch
8. Nate Sosa
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