The Long Game

Thomas Kopelman
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The Long Game

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.

  1. -5 J

    How to Manage Your Financial Life: Cash Flow Management, Surplus Planning, And The Importance Of Automation For Savings

    Many people struggle with their finances simply because they lack direction. I encourage you to sit down and think about your short-term, mid-term, and long-term goals. Trust me, once you clarify your objectives, managing your finances will become a lot easier. We also explore the four key metrics you need to understand to manage your cash flow effectively: Income: What you take home each month. Expenses: Most people underestimate their spending—are you one of them? Taxes: Understanding your tax liability is crucial, especially if you have complex income sources. Surplus: The amount left after accounting for income, expenses, and taxes. I break down how to nail down these numbers and why they are essential for creating a solid financial plan. Plus, I share my recommendations for budgeting strategies tailored to your income level, whether you’re a high-income earner or just starting out. ---------- ✅ Financial planning for 30-50 year old entrepreneurs: ⁠https://www.allstreetwealth.com⁠ ✅ My personal blog & newsletter: ⁠https://www.thomaskopelman.com⁠ Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    11 min

  2. 24 JANV.

    Best Retirement Accounts For Business Owners (2025)

    Too often, business owners reinvest every dollar back into their business. To help you understand the importance of retirement and the options available to you, this episode breaks down various retirement accounts, including: Solo 401k: My personal favorite! Learn how this account can maximize your contributions and provide incredible tax advantages. SEP IRA: Understand when this option might make sense and the limitations that come with it. Regular 401k: Discover how to set up a plan that benefits both you and your employees while avoiding compliance issues. Simple IRA: Is it really a good choice? I share my thoughts on why it may not be the best option for most business owners. Additionally, I touch on the differences between Roth and traditional IRAs, helping you make informed decisions about your tax strategy. ---------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    12 min

  3. 17 JANV.

    How to Plan For Your Taxes as a Business Owner

    Breaking down the differences between tax planning for W-2 employees and business owners while highlighting the complexities that come with owning a business. Some of the topics covered: - Understanding the difference between withholding and actual tax liability - The concept of safe harbor and how to avoid penalties - Strategies for planning your taxes effectively, whether you're a sole proprietor or in a partnership - The importance of projecting your business's financials throughout the year to avoid cash flow issues ---------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    10 min
  4. Stop Using Your Business Like A Piggy Bank: How To Manage Cash Flow, How Much To Hold, And Where

    10 JANV.

    Stop Using Your Business Like A Piggy Bank: How To Manage Cash Flow, How Much To Hold, And Where

    Many entrepreneurs start off by simply transferring money from their business to their personal accounts without a solid plan, leading to financial stress when income becomes irregular. In this episode you'll learn: - The importance of creating a "pay account" to manage your personal and business finances effectively. - Strategies for planning your living expenses and saving for lean months. - Key differences between operating as a sole proprietor versus an S-Corp, especially regarding tax planning and payroll. - How to avoid common pitfalls like underestimating your tax liabilities and incurring penalties. - The significance of building an emergency fund tailored to your business needs. ---------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    13 min

  5. 27/12/2024

    A New Chapter: What to Expect from The Long Game in 2025

    As we approach the end of the year, I want to express my gratitude to all of you who have been listening and supporting the podcast. With just under 200 episodes and over 75,000 downloads, it’s incredible to see how far we’ve come together. After a year of co-hosting with Jacob Turner, we’ve decided it’s best for him to pursue his own podcast. While I will continue to host the Long Game Podcast solo, I’m excited about the new direction it will take. Starting in January, I will focus on a structured approach to financial planning, diving into specific topics that I cover with my clients. The upcoming episodes will include discussions on business planning, hiring strategies, managing finances, and setting up retirement accounts. I’ll also explore essential components of a financial plan, such as cash management, debt, investing, and estate planning. Each episode will be concise, lasting between 10 to 20 minutes, making it easy for listeners to digest the information. ---------- ✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com ✅ My personal blog & newsletter: https://www.thomaskopelman.com Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

    8 min

  6. 20/12/2024

    Lessons Learned in 2024 (Money, Business, and More)

    In this episode, we dive deep into the lessons learned from working with business owners and the unique financial perspectives that come from their experiences. The Unique Perspectives on Money: We talk about how different business owners view money and success, and why there’s no one-size-fits-all approach to personal finance. The Value of Service Businesses: Why running a service-based business can be a fantastic choice for aspiring entrepreneurs, highlighting the benefits of cash flow and scalability. The Importance of Liquidity: The significance of maintaining liquidity in your financial portfolio and how it can reduce stress during unexpected situations. Planning for the Unexpected: The necessity of preparing for negative scenarios & how proactive planning can protect your financial future. The Power of Education: The importance of understanding your financial decisions and the value of having an accountability partner to keep you on track.

    22 min

  7. 13/12/2024

    Maximizing Your Charitable Impact: From DAFs to Private Foundations w/ Blake McKibbin

    Building on our previous discussions about estate tax planning and donor advised funds, we explore a variety of charitable giving tools, their benefits, and when they make sense for you. Episode Highlights: -The impact of recent tax law changes on charitable giving -Understanding donor advised funds and their advantages -The differences between donor advised funds and private foundations -How to effectively bunch charitable gifts for maximum tax benefits -The role of charitable remainder trusts and charitable lead trusts -Strategies for business owners to leverage charitable giving Join us as we unpack these important topics and provide insights on how to make the most of your charitable contributions while ensuring your values are honored.

    31 min

  8. 06/12/2024

    SLATs Explained: The Pros and Cons of Spousal Lifetime Access Trusts w/ Blake McKibbin

    Blake shares his insights on why SLATs are often viewed as the go-to tool for estate tax planning, but also highlights the important considerations and potential downsides that many overlook. From the irrevocable nature of these trusts to the implications of divorce and early death, this episode dives deep into the complexities of estate planning for high net worth individuals. Key topics include: -What a SLAT is and how it works -The benefits and risks associated with SLATs -The importance of financial flexibility and growth -When it makes sense to consider a SLAT based on age and asset value -The significance of understanding your personal goals in estate planning

    26 min
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À propos

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.

Informations

  • Création
    Thomas Kopelman
  • Années d’activité
    2020 - 2025
  • Épisodes
    184
  • Classification
    Tous publics
  • Copyright
    © Thomas Kopelman
  • Site web de l’émission
    The Long Game

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