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Artwork for The Long Game

The Long Game

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

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.

PublishesWeeklyEpisodes217Founded5 years ago
Number of ListenersCategory
Business

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Artwork for The Long Game

Latest Episodes

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

Key Facts

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

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Recent Guests

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)
Chad Huebsch
Tax advisor and tax planner
Blue Tax Plan
Episode: Tax Strategies for $1M to $10M SMB Owners (with Chad Huebsch, EA, CTP)
Nate Sosa
CPA at Hall CPA, expert on tax legislation
Hall CPA
Episode: Navigating the New Tax Bill (with Nate Sosa, CPA, MST)
Blake McKibbin
Estate Planning Attorney at Miracle Mile firm
Miracle Mile
Episode: SLATs Explained: The Pros and Cons of Spousal Lifetime Access Trusts w/ Blake McKibbin

Host

Thomas Kopelman
Host of the Long Game Podcast, he discusses various financial planning strategies, tax implications, and wealth management topics, offering a wealth of knowledge and experience in personal finance and business advisory.

Reviews

4.8 out of 5 stars from 102 ratings
  • 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 States8 months 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
  • Thomas is the new Kitces

    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.

    Apple Podcasts
    5
    joseph123313318284
    United States2 years ago

Listeners Say

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

Many have highlighted the host's ability to explain complex financial concepts in an accessible manner, enhancing the listener's understanding and engagement.
The focus on diverse topics related to wealth management, tax strategy, and charitable giving resonates well with the audience's interests.
The podcast is recognized for its holistic approach to financial planning, making it appealing for both experienced advisors and those new to the field.
Listeners appreciate the actionable advice and insights shared in episodes, noting the educational value of the content.

Talking Points

Recent interactions between the hosts and their guests.

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.
Donating Private Assets to a Donor Advised Fund (with Brad Caswell)
Q: What is a DAF and why is it considered a good tool for donations?
A DAF, or Donor-Advised Fund, is a philanthropic vehicle that allows individuals to make contributions and manage their charitable giving over time, benefiting from tax deductions immediately while deciding later on which charities to support.
Stock vs Asset Sale: Considerations for Business Sale (with Chad Huebsch, EA, CTP)
Q: Why is financial planning crucial when selling a business?
Effective financial planning ensures that owners can present solid financial documents, which significantly impacts the sale price and process.

Audience Metrics

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

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Gender Skew
Location
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Frequently Asked Questions About The Long Game

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

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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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.

How many episodes of The Long Game are there?

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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What guests have appeared on The Long Game?

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

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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