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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
Qualified Business Income Deduction
401(k)
Health Savings Account
Estate Planning
Cash Flow
Personal Finance
Interest Rates
Wealth Management
Roth IRA
High Net Worth Individuals
Cash Flow Management
Charitable Giving
Money
Financial Advice

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.

PublishesWeeklyEpisodes267Founded6 years ago
Number of ListenersCategory
Business

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Artwork for The Long Game

Latest Episodes

In this episode, Ben Lake and I broke down something that comes up constantly with high net worth clients:

Charitable giving (and how most people are doing it in the least efficient way possible)

Cash is almost never the right answer. Donor advis... more

In this episode, Ben Lake and I broke down one of the most misunderstood tax strategies out there: Roth conversions.

We covered the windows most people miss, why down markets are actually the best time to convert, and why "taxes are going up so do R... more

In this episode, I brought Dr. Julie Gurner back for a conversation I've wanted to have for a long time.

What is enough?

Not a financial planning answer. A real one.

Why do the most successful people keep going?

Is chasing more always bad?

more

In this episode, Ryan Dolan and I walked through the full financial planning playbook for solo consultants:

* LLC or S-Corp

* Reasonable salary

* PTET

* Solo 401k

* Mega backdoor Roth

* Cash balance plan

We talk about when to use each, h... more

Key Facts

Accepts Guests
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Number of Listeners
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Recent Guests

Dr. Julie Gurner
Executive performance coach
Ultra Successful (Dr. Julie Gurner)
Episode: How Much is Enough? (w/ Dr. Julie Gurner)
Ryan Dolan
Licensed tax professional, licensed financial advisor
Episode: Leaving Corporate Life? Here's What Nobody Tells You About Money
Benjamin Lake
Financial advisor with CFA, CFP credentials
Episode: Financial Regrets of High Net Worth People (w/ Benjamin Lake, CFA®, CFP®)
Padi Goodspeed
Mortgage banker with 23 years of experience
Cross Country Mortgage
Episode: Home Buying as a Business Owner (w/ Padi Goodspeed)
Nick Lease
Health insurance expert
Episode: Health Insurance Options for Small Business Owners (w/ Nick Lease)
Court Carruthers
Former executive and current advisor/board member focused on retirement strategy and governance
Independent/Various boards
Episode: How to Have a Successful Early Retirement (w/ Court Carruthers)
Jon Matzner
Founder/CEO of Sagan, expert in global hiring and AI agents
Sagan
Episode: How to Maximize Leverage as a Business Owner (w/ Jon Matzner)
Bryan Hasling
Advisor/finance professional discussed in episode
Episode: The IPO Episode: Here's What Employees Need to Know (w/ Bryan Hasling, CFP®)
David Haughton
Estate planning attorney, former Advanced Planning Team lead at Commonwealth Financial Network, former estate tech at Wealth.com, current advisor at Carson Group
Carson Group
Episode: Everything You Need to Know About Revocable Trusts (w/ David Haughton, JD, CPWA®)

Host

Thomas Kopelman
Host and financial educator focused on holistic wealth strategies for business owners and high-income individuals

Reviews

4.8 out of 5 stars from 117 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 States6 months 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 Statesa year 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 States2 years 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.

Guest expertise is valued, though some feel host-pivoting can overshadow guests.
Listeners appreciate clear, actionable steps they can implement immediately.
Content is accessible for young professionals while remaining deeply practical for seasoned owners.
Listeners value holistic planning over one-off market talk.

Talking Points

Recent interactions between the hosts and their guests.

How Much is Enough? (w/ Dr. Julie Gurner)
Q: How should someone think about defining their own enough while balancing family and career goals?
The answer centers on aligning personal values and family priorities with business or career growth, acknowledging that the 'enough' point is different for everyone and that discussing these goals with partners is crucial to avoid misalignment and stress during scaling.
How Much is Enough? (w/ Dr. Julie Gurner)
Q: What made you want to write about the topic of how much is enough?
Dr. Gurner explains that she wanted to demystify why ultra-successful individuals keep working and how money often follows the actual goals people pursue, not the other way around; she emphasizes distilling top insights so more people can apply them.
Health Insurance Options for Small Business Owners (w/ Nick Lease)
Q: What should a business do to explore multiple options rather than being locked into a single carrier?
Ask for multiple options from advisors, interview two or three different practitioners, and review options beyond the big carriers to understand what independent programs can offer in terms of coverage, cost, and administration.
Health Insurance Options for Small Business Owners (w/ Nick Lease)
Q: Why might level-funded or self-funded plans be preferable to traditional fully insured plans for small businesses?
Level-funded and self-funded approaches can provide cost predictability, better visibility into where dollars go, and the potential to return surplus funds to the business, especially when paired with stop-loss protections and independent administering.
Health Insurance Options for Small Business Owners (w/ Nick Lease)
Q: What does the current landscape look like for small business health insurance options and why might owners feel there are few good choices?
There are more options than most owners realize, including level-funded and self-funded approaches, HRAs, and association plans, and with a structured 3-5 year plan, costs can be brought under control without sacrificing benefits.

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 show targets business owners and professionals with equity compensation, offering practical guidance on building wealth through tax, estate, and financial planning. Episodes mix actionable planning tips with strategic thinking about leverage, IPO planning, and wealth preservation, often featuring guests who are specialists in taxes, estate planning, coaching, and startup finance. Notable strengths include a holistic, long-term view of wealth management tailored to high-income individuals and a clear emphasis on actionable steps listeners can implement now. The format frequently blends host-led coaching with expert viewpoints, helping listeners understand complex topics through real-world scenarios and case-oriented discussions.

Where can I find podcast stats for The Long Game?

Rephonic provides a wide range of podcast stats for The Long Game. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Long Game and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Long Game get?

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What are the audience demographics for The Long Game?

Rephonic provides comprehensive predictive audience data for The Long Game, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Long Game have?

To see how many followers or subscribers The Long Game has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Long Game?

These podcasts share a similar audience with The Long Game:

1. The Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Long Term Investor
4. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. Talking Wealth

How many episodes of The Long Game are there?

The Long Game launched 6 years ago and published 267 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Long Game?

Rephonic pulls ratings and reviews for The Long Game from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for The Long Game?

Rephonic provides full transcripts for episodes of The Long Game. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Long Game?

Recent guests on The Long Game include:

1. Dr. Julie Gurner
2. Ryan Dolan
3. Benjamin Lake
4. Padi Goodspeed
5. Nick Lease
6. Court Carruthers
7. Jon Matzner
8. Bryan Hasling

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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