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Artwork for The Long Game

The Long Game

Thomas Kopelman
Financial Planning
Tax Planning
Retirement Planning
Real Estate
Investment Strategies
Retirement Accounts
401(k)
Health Savings Account
Qualified Business Income Deduction
Cash Flow
Personal Finance
Interest Rates
Wealth Management
Roth IRA
High Net Worth Individuals
Charitable Giving
Financial Advice
Estate Planning
Cash Flow Management
Donor-Advised Funds

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.

PublishesWeeklyEpisodes248Founded6 years ago
Number of ListenersCategory
Business

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Artwork for The Long Game

Latest Episodes

In this episode, Ryan and I break down the actual systems we use with high-earning business owners to manage S-Corp cash flow the right way.

We cover reasonable salary, monthly vs. quarterly distributions, tax planning mistakes we see all the time, ... more

In this episode, Ben and I walk through the exact conversations we’re having with employees at companies preparing to go public. We talk about how to reduce taxes, create liquidity without selling everything, protect against downside risk, and avoid ... more

In this episode, I walk through exactly what it looks like to work with a financial planner from start to finish. From organizing your entire financial life, to building a real plan, to ongoing decision making and accountability.

If you've ever wond... more

In this episode, I sat down with Dave McGhee, a business performance coach, to talk about why successful business owners hit plateaus, how coaching helps you see blind spots, and why growing your business often starts with getting clearer on what you... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Dave McGhee
Business performance coach
Coach Dave McGhee / Independent practice
Episode: The Value of Hiring Coaches (with Dave McGhee)
Arda Bircan
Founder of STR Loophole, investor in short-term rentals
STR Loophole
Episode: Short Term Rentals: Tax Benefits & How To Find Good Investments (with Arda Bircan)
Ryan Dolan
Tax professional from All Street Wealth
All Street Wealth
Episode: How to Review Your Tax Return (with Ryan Dolan)
Blake McKibbin
Estate attorney and advisor featured for deeper discussion on trusts and funding
Episode: You Set Up a Trust… Now What? (with Blake McKibbin, JD, ChFC®, CLU®)
Brent Sullivan
Tax/Investment expert discussed on 351 exchanges and wealth planning
TaxAlpha Insider
Episode: Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan
David Barnett
Lifelong entrepreneur and small business consultant specializing in business acquisitions.
Episode: Buying vs. Building a Business (with David Barnett)
Cody Garrett
Financial Planner and Author
Episode: Roth vs. Traditional with Cody Garrett, CFP®
Colin Stroud
Founder of Go Somewhere
Go Somewhere
Episode: Maximizing Credit Card Points (with Colin Stroud)
Zach Ashburn
Financial Planner, CFP®, EA, AFC®
ReStrategic Wealth
Episode: How Financial Planning & Freedom Go Hand In Hand (with Zach Ashburn, CFP®, EA, AFC®)

Host

Thomas Kopelman
Host and principal organizer focusing on holistic financial planning and wealth-building strategies.

Reviews

4.7 out of 5 stars from 114 ratings
  • Let Ryan speak!

    Thomas, you gotta let your boy get some words in. You have him on as the tax expert but you don’t let him cook. I get that you’re pitching your firm’s services, but monopolizing the conversation is not a good look.

    Apple Podcasts
    3
    Otro oyente más
    United Statesa month ago
  • Brand New Listener

    Just discovering your content for the first time. Starting from the beginning and loving it. Things have changed so much since 2020-21 but your early content is still so relevant and helpful. I’m sharing with family and friends.

    Apple Podcasts
    5
    MedficaJay
    United States7 months ago
  • Loving the solo episodes

    Loving the solo episodes, they must be so much harder to pull off. Keep it up!

    Ben E.

    Apple Podcasts
    5
    95Ben
    United Statesa year ago
  • Phenomenal!

    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!

    Apple Podcasts
    5
    Khalif M, Philadelphia
    United States2 years ago
  • Thank you

    Thomas, you are doing great work! It’s helpful not only to your potential clients but to fellow advisors like me)

    Apple Podcasts
    5
    Lyubomyr 1982
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear, accessible explanations of complex planning concepts.
Consistently valuable for young professionals seeking a sustainable financial path.
Thoughtful, actionable financial advice that listeners can apply today.
High-quality guests and practical takeaways across topics.

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Talking Points

Recent interactions between the hosts and their guests.

Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan
Q: What are the practical limits or thresholds for someone to consider using 351 exchanges?
The toolkit is typically geared toward larger positions, but sponsors are increasingly accepting smaller contributions (e.g., $150k–$250k) depending on the sponsor's capabilities; the key limits are the 25% per issuer and top five under 50% diversification rules at launch, plus ongoing risk and governance considerations.
Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan
Q: Brent, what exactly is a 351 exchange and what problem is it solving for concentrated stock holders?
A 351 exchange is a mechanism that allows contributing assets into a new ETF without triggering immediate tax recognition, provided diversification tests are met; it's increasingly used to seed ETFs with in-kind contributions so investors can diversify their concentrated positions while deferring taxes.
From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)
Q: How do you think about financial planning for those who know they need to start their own company?
We develop a stoplight plan to guide individuals through the stages of financial readiness based on their income replacement from consulting or other avenues.
From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)
Q: What do you think are the triggers for people who want to make this choice?
It's often a combination of life events and unexpected consulting offers that trigger people to consider starting their own business.
Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
Q: What are the benefits of an ESOP compared to traditional selling methods?
Benefits include tax deductions for the company, avoidance of capital gains taxes for the owner, and fostering a culture of ownership among employees, which can enhance loyalty and productivity.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Long Game

What is The Long Game about and what kind of topics does it cover?

This program focuses on building wealth for business owners and high-earning individuals by translating complex financial concepts into practical steps. Across episodes, listeners encounter deep dives into estate planning, tax strategies, private investments, real estate, and career-finance freedom. Frequent guests include seasoned financial professionals and entrepreneurs who share actionable tactics—from funding ILITs and navigating Q4 tax planning to leveraging private equity and maximizing travel rewards—designed to help listeners optimize cash flow, retirement readiness, and lifestyle choices. A standout aspect is the blend of rigorous planning with real-world anecdotes, making sophisticated strategies more approachable for those balan... more

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Which podcasts are similar to The Long Game?

These podcasts share a similar audience with The Long Game:

1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Talking Wealth
3. Animal Spirits Podcast
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Ask The Compound

How many episodes of The Long Game are there?

The Long Game launched 6 years ago and published 248 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Long Game?

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What guests have appeared on The Long Game?

Recent guests on The Long Game include:

1. Dave McGhee
2. Arda Bircan
3. Ryan Dolan
4. Blake McKibbin
5. Brent Sullivan
6. David Barnett
7. Cody Garrett
8. Colin Stroud

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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