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Artwork for The Long Game

The Long Game

Thomas Kopelman
Real Estate
Retirement Planning
Wealth Management
Money
Property Taxes
Financial Planning
Equity
Cash Flow
Home Ownership
Transaction Costs
Financial Advice
Housing Market
Tax Planning
Wealth
Long-Term Care Planning
Personal Finance
Maintenance Costs
Mortgage
Investment
Insurance

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.

PublishesWeeklyEpisodes228Founded5 years ago
Number of ListenersCategory
Business

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Artwork for The Long Game

Latest Episodes

In this episode, we break down how to effectively manage your lifetime taxes & how they effect your investment decisions. Cody shares insights from his recent book, "Tax Planning to and Through Early Retirement," which has already sold over 8,000 cop... more

In this episode, I cover key steps to make sure you’re financially prepared for the journey ahead. Some takeaways:

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Update Your Life Insurance: Why having proper life insurance is essential once you have a child and how to determine the right amo... more

In this episode, I sit down with my friend and fellow advisor, Mark Cecchini, to talk about what it takes to build a modern advisory career. We have similar practices today, but got here in completely different ways, so we walk through both paths and... more

In this episode, I sit down with Wes Gray to break down one of the most powerful and misunderstood tax strategies available moving to Puerto Rico under Act 60. Wes has lived there for years, so you’ll hear the real story behind the numbers, the rules... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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 advisor and co-founder of Reach Strategic Wealth
Reach Strategic Wealth
Episode: From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)
Wes Gray
Co-founder of Alpha Architect, with expertise in ESOPs and investment strategies.
Alpha Architect
Episode: Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
Doug Pugliese
Expert on 1042 Qualified Replacement Properties, focusing on ESOPs for business sales.
Alpha Architect
Episode: Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
Brad Caswell
Former Chief Operating Officer of Vanguard Charitable and consultant in the DAF space
Charitable Solutions
Episode: Donating Private Assets to a Donor Advised Fund (with Brad Caswell)
Robert Rikard
Partner and lawyer at Investor Loss Center
Investor Loss Center
Episode: IULs: How They're Incorrectly Sold & Used (with Robert Rikard)
Matthias Smith
Founder and owner of Pioneer Capital Advisory, a commercial loan brokerage firm focused on SBA financing.
Pioneer Capital Advisory
Episode: SBA Loans Explained (with Matthias Smith)
Pioneer Capital Advisory
Commercial loan brokerage firm that helps business buyers with navigating SBA financing.
Episode: SBA Loans Explained (with Matthias Smith)

Host

Thomas Kopelman
Host of the podcast and financial expert focusing on wealth management and planning strategies for business owners.

Reviews

4.8 out of 5 stars from 106 ratings
  • 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 States3 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 Statesa year 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 Statesa year ago
  • Very informative

    Thomas’s approach to planning is very refreshing and every episode offers a lot of great advice. I look forward to each new episode.

    Apple Podcasts
    5
    Bokke1221
    United States2 years ago

Listeners Say

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

Audiences appreciate the focus on both personal and professional financial strategies.
Many assert that the insights shared are particularly beneficial for young professionals.
The podcast is praised for its actionable advice and thorough analysis of complex topics.
Listeners find the content relevant and practical for their financial journeys.
Feedback highlights the competence and clarity of the host, contributing to an engaging listener experience.

Talking Points

Recent interactions between the hosts and their guests.

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.
Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)
Q: What are the main tools business owners evaluate when deciding how to sell?
Business owners typically consider selling to a competitor, private equity, or through management buyout, but ESOPs present a tax-efficient internal option.
Donating Private Assets to a Donor Advised Fund (with Brad Caswell)
Q: What are some nuances to understand when donating private assets?
When donating private assets, it's essential to have clarity on ownership rights, the process for transferring ownership, and to ensure the assets are valued correctly for IRS compliance to maximize tax 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 podcast focuses on educating listeners, particularly those who are business owners and individuals with equity compensation, on how to build and manage wealth effectively. Covering a wide range of topics, it addresses both foundational financial concepts and complex strategies related to tax, estate planning, and investment. Notable discussions include tax benefits associated with relocations, effective credit card use for travel rewards, and insights on real estate as an investment vehicle to reduce tax liability. Listeners can expect actionable advice and a holistic approach to achieving financial security, making it particularly valuable for those in their 30s to 50s who seek to enhance their financial literacy and decision-making s... more

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How many listeners does The Long Game get?

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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. Kitces and Carl - Real Talk for Real Financial Advisors
2. Animal Spirits Podcast
3. The Compound and Friends
4. The Long View
5. Stay Wealthy Retirement Podcast

How many episodes of The Long Game are there?

The Long Game launched 5 years ago and published 228 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.

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What guests have appeared on The Long Game?

Recent guests on The Long Game include:

1. Cody Garrett
2. Colin Stroud
3. Zach Ashburn
4. Wes Gray
5. Doug Pugliese
6. Brad Caswell
7. Robert Rikard
8. Matthias Smith

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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