The Executive Financial Planning Podcast

Balanced Wealth Group
  • 5.0 (21)
  • Investing

Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

  1. 2d ago

    Mom needs Care. Where should we go?

    Choosing the right assisted living facility for a parent or loved one can be one of the most overwhelming decisions a family can make. In this week's episode Matt is joined by guest Anthony Coleman of CarePatrol to discuss how to navigate the process. Whether you're planning for the future or in the process of exploring options, this episode provides expert insights to make the right decision based on your family's needs and circumstances.

    35 min

  2. 6d ago

    The Nursing Home is Going to "Take" All of My Money

    You've spent decades building wealth and one health crisis could wipe it all out. In this episode, host Matt Daugherty breaks down what long-term care actually costs along with options for paying out of pocket versus Medicare, and why "spending down" is often the most expensive strategy you never chose. Is long-term care insurance the right choice for you or your loved one?

    24 min

  3. Jun 6

    The Biggest Expense You’ll Have in Retirement Isn’t What You Think

    Teaser Episode: Matt shares a look into next week's episodes focused on long term care during retirement. Don't leave one of the biggest retirement expenses to chance, instead tune in to learn more about paying for long term (nursing) care and how to find the right fit for yourself or your loved one.

    6 min

  4. Jun 2

    Intrinsic Value vs. Real Value — Are You Valuing Your Options Correctly?

    Do you know what your employee stock option package is actually worth? Is it simply the current stock price minus your strike price (intrinsic value) or is there far more to consider? This week Matt is joined by guest Bill Dillhoefer to discuss how relying only on intrinsic value can lead to costly mistakes in timing, taxes, and long-term planning. It's time to consider the critical role of time value, volatility, vesting schedules, blackout periods, and more!

    35 min

  5. May 30

    Two Big Mistakes You May Be Making With Your Stock Options

    Teaser episode: Host Matt Daugherty talks about some of the things most executives do not plan for when it comes to their stock options, and how it could cost you thousands of dollars in value.

    5 min

  6. May 26

    Donor Advised Funds: Give Smart or Give Wrong

    Most high earners who donate generously are leaving tax savings on the table. A donor advised fund can change that. In this week's episode we break down giving directly to charities versus using a donor advised fund. We discuss bunching strategies, why a separate giving account matters, and how to make your generosity work as hard as you do.

    28 min

  7. May 23

    Stop Selling Before You Give: The Charity Tax Trap

    Teaser episode: Matt Daugherty provides a preview for next week's episode and how the way you are giving to charity could be costing you thousands of dollars in tax savings.

    7 min

  8. May 15

    Cash Is Queen: The Financial Chess Move Most High Earners Are Getting Wrong

    You've heard "cash is king" your whole life — but what if that's exactly the advice that's been costing you? In this episode, Matt reframes how high earners should think about cash as the most powerful, flexible asset in their financial life. From emergency funds to opportunity funds, learn how to make your cash work harder while keeping you ready to move when it matters most.

    22 min
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5
out of 5
21 Ratings

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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

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