The Executive Financial Planning Podcast

Balanced Wealth Group
  • 5.0 (22)
  • Investing

For busy, equity-compensated professionals at publicly traded companies who are tired of losing money in the gaps most financial advisors overlook. Hosted by Matt Daugherty, CFP®, CRPC®, ECA, partner and CEO of Balanced Wealth Group, each episode turns complexity into clear, actionable strategy — so you can protect what you've built, keep more of what you earn, and choose balance in every area of your life.

  1. 5h ago

    Tax Mistake #4: The Stock Option Tax Mistakes that Cost High Earners Thousands in Taxes

    If you have stock options that show up on your W-2, there's a good chance you're paying taxes twice on the same income...and never noticing. Worse, the error tends to carry forward, quietly costing people year after year. In this quick episode, Matt breaks down exactly how it happens, how to catch it using your final pay stub of the year, and why you need someone who actually understands how equity compensation is taxed. Looking to connect with a financial advisor who actually understands your equity compensation? Connect with us at choosebalance.com/contact.

  2. 2d ago

    The Death Letter: Why Your Estate Plan Matters More Than Your Documents

    You did the responsible thing and created a Will, Powers of Attorney, and maybe a Trust. Then, you assumed your wishes were set. Often, they're not. In this episode, Matt takes a break after Season 1 and previews what's coming on the podcast over the next few weeks. He also digs into why the documents in your drawer may not control what actually happens to your assets. He shares the simple (not always easy) fixes because the paperwork is rarely the hard part; sitting down to do it is. Follow the show to be sure you don't miss Season 2 launching in September! Until then, find more estate planning resources at choosebalance.com/downloadables.

  3. 5d ago

    S1E10 - The Estate Plan Your Advisor Should Have Updated Five Years Ago

    You signed the documents years ago and the binder went in a drawer: that's the estate plan most people have. The one almost nobody has is one that is funded, retitled, and updated as life changes over the years. In the season one finale, Matt closes the series on the gap between the two and why it's where the most painful, expensive estate failures happen. This is the final episode of our series: 10 Ways Your Advisor Is Losing You Thousands. Interested in hearing about a specific topic in future seasons? Connect with Matt and get more estate planning resources at choosebalance.com/contact!

  4. Aug 19

    Tax Mistake #3: The Divorce Tax Mistake That Costs Families Thousands

    Your divorce decree decides who claims the children, but your attorney has no idea which choice actually saves your family the most in taxes. Even in a blended or divorced household, you're still a family sharing children and coordinating this can be worth thousands a year. Connect with Matt Daugherty at choosebalance.com!

  5. Aug 17

    S1E9 - Social Security Is More Complicated Than Your Advisor Thinks, with Daniel Hurley

    You or your parents may be about to make one of the biggest irrevocable financial decisions of your lives — and getting it wrong can cost your family tens of thousands over the next 30 years. In this episode, Matt sits down with Daniel Hurley of Social Security Informed. They cover the overlooked survivor benefits that hinge on questions no one thinks to ask, why protecting the higher earner's benefit matters most, and the "then what?" answer to the fear that the program is going broke. This is Episode 9 of our series: 10 Ways Your Advisor Is Losing You Thousands. Visit Social Security Informed to take their Entitlement Worksheet: https://www.socialsecurityinformed.com/key-considerations.

  6. Aug 14

    S1E8 - The Insurance Gaps That Can Quietly Erase a Decade of Earnings

    For someone earning $400,000 or more, the single largest asset isn't the portfolio or the equity — it's a future income stream worth seven or eight figures. And it's the thing most people have done the least to protect. In this episode, Matt get into why disability is the risk almost nobody wants to discuss (and why it's more likely than death during your working years), and how to reframe the whole conversation away from a sales pitch and toward the people you'd be protecting. This is Episode 8 of our series: 10 Ways Your Advisor Is Losing You Thousands. Follow the show to catch the last two episodes of this series! New episodes every Monday, Wednesday, and Friday.

  7. Aug 12

    Tax Mistake #2: Filing Separately Saved You Thousands. It May Cost You More.

    Choosing between married filing jointly and separately can save you thousands. However, most people make that call looking only at this year's tax bill while ignoring what it may quietly be costing them down the road. In this episode, Matt covers two consequences that catch high earners off guard. He also walks through some possible fixes — the backdoor Roth, the pro-rata trap to watch for, and when separate really is the right answer. If no one is looking at your return before you file, that's a blind spot with a price tag. Schedule a call at ChooseBalance.com.

  8. Aug 10

    S1E7 - Deferred Comp Without a Distribution Plan Is a Tax Time Bomb

    This is Episode 7 of our series: 10 Ways Your Advisor Is Losing You Thousands. Host, Matt Daugherty, digs into the dangerous assumption that a deferred compensation plan works like a 401k and why deferring only pays off when the exit lands in a genuinely lower-tax year. Do you know the right questions to ask before you lock in an election you may not be able to undo? New episodes every Monday, Wednesday, and Friday. Follow so you don't miss the rest of the series.

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5
out of 5
22 Ratings

About

For busy, equity-compensated professionals at publicly traded companies who are tired of losing money in the gaps most financial advisors overlook. Hosted by Matt Daugherty, CFP®, CRPC®, ECA, partner and CEO of Balanced Wealth Group, each episode turns complexity into clear, actionable strategy — so you can protect what you've built, keep more of what you earn, and choose balance in every area of your life.

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