149 episodes

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 and Jacob Turner as well as other qualified professionals.

The Long Game Thomas Kopelman and Jacob Turner

    • Business

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 and Jacob Turner as well as other qualified professionals.

    How To Make Big Life Decisions With Abby Davisson

    How To Make Big Life Decisions With Abby Davisson

    In this episode with Abby Davisson, we talk through:

    - her book and what the 5 C's are when going through a big decision

    - a few life situations she has had and how she went through the decision

    - how to make sure you make decisions based on what is most important

    - how financial planners help do that

    • 51 min
    C Corps, QSBS, and QSBS Stacking and Packing with Tyler Harris, CPA

    C Corps, QSBS, and QSBS Stacking and Packing with Tyler Harris, CPA

    In this episode with Tyler Harris we talk:

    - What C Corps are and how they work

    - Why a business would and would not want to be a C Corp

    - What QSBS is and the tax savings it can create

    - How to stack QSBS

    - What QSBS packing is to maximize the tax free potential

    • 40 min
    The Ongoing Costs of Owning A Home

    The Ongoing Costs of Owning A Home

    In this episode, we walk through:

    - all the mortgage options you have and what we prefer and each did

    - the ongoing costs of owning a home

    - what to change in your financial plan after buying

    • 19 min
    Upfront Costs Of Buying A Home

    Upfront Costs Of Buying A Home

    In this episode we walk through the upfront costs of owning home like:

    - down payment

    - earnest money

    - property taxes

    - insurances

    - furniture

    - etc

    So you can best be prepared when you buy.

    • 27 min
    "I Bought A House For $710,000 and sold for $950,000 But I Barely Made Any Money" - The Real Numbers Behind Jacobs Home

    "I Bought A House For $710,000 and sold for $950,000 But I Barely Made Any Money" - The Real Numbers Behind Jacobs Home

    In this episode we go through Jacobs real life example of:

    - what he bought for

    - what he sold for

    - costs that went into it to maintain the home

    - taxes and fees

    - The real return he got over 7 years

    • 19 min
    Rent vs Buy Debate: Actual Numbers Involved

    Rent vs Buy Debate: Actual Numbers Involved

    Rent vs buy is a constant debate.

    Both Jacob and I are homeowners yet we can be realistic and look at the numbers.

    In this episode we chat about:

    - when renting can be better

    - when owning is better

    - the numbers behind mortgages

    - and much more!

    • 31 min

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