Shows / The Executive Financial Planning Podcast
The Executive Financial Planning Podcast
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.
Episodes
- The Executive Financial Planning Podcast
The 4 Tax Traps Hiding in Your Inheritance
Your inheritance may not be as big as you think because your parents could be leaving you a tax trap along with the money. In this episode, Matt breaks down…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
S1E6 - Tax Prep vs. Tax Planning: The Six-Figure Difference Most Advisors Skip
Your CPA isn't failing you by filing an accurate return; that's their job. But if no one on your team is interrogating that return for what it doesn't say, you…
- The Executive Financial Planning Podcast
Tax Mistake #1: Not Earning Enough Interest on Your Cash
Our firm reviews around 250 client tax returns a year and we find mistakes on 20-30% of them. In this episode, Matt Daugherty break down one of the most common…
- The Executive Financial Planning Podcast
S1E5 - Hold and Hope" Isn't a Strategy: When Concentrated Company Stock Becomes Your Biggest Risk
Your financial advisor told you to diversify. You nodded — and did nothing. And every year the stock went up, that inertia felt more justified. But "hold and…
- The Executive Financial Planning Podcast
S1E4 - Your ESPP Might Be the Best Asset You Own — So Why Won't Your Advisor Touch It?
Your advisor keeps telling you to skip your ESPP plan at open enrollment… Which can be a costly mistake. In episode four of our series, Matt admits he spent…
- The Executive Financial Planning Podcast
S1E3 - The Six-Figure RSU Mistake Your Advisor Keeps Making (And Why You Pay for It Every April)
You've been overpaying the IRS for years, and your advisor and accountant both missed it. If you’re paid in RSUs, the same reporting error could be quietly…
- The Executive Financial Planning Podcast
S1E2 - The Cash Flow Blind Spot: Why $500K Earners Still Feel Broke
You’re making more than ever, so why does it feel like you’re treading water? Episode two in our series exposes lifestyle creep: the invisible force that…
- The Executive Financial Planning Podcast
S1E1 - If Your Advisor Only Manages Investments, You're Paying for Half a Plan
The first episode in this ten-part series is an introduction to the tremendous value that financial advisors can bring to the lives of busy professionals. Not…
- The Executive Financial Planning Podcast
The Exit Nobody Talks About: What It Actually Takes to Leave a High-Paying Career at 51
He spent 28 years climbing to CFO of a publicly tradedcompany, and nearly 20 of them quietly planning his exit. At 51, Mike Pettit iswalking away. Not because…
- The Executive Financial Planning Podcast
3 Things you need to do to Plan for an Early Retirement
Have you been dreaming about leaving corporate Americabefore 55? You're not alone, and it's more doable than you might think. But before you talk to your boss…
- The Executive Financial Planning Podcast
"Shining a Light on a Woman's Journey to Financial Wellness" with Heather Ettinger
62% of women leave meetings with their financial advisor more confused than when they walked in. 80% of high-net-worth women either don’t have an advisor or…
- The Executive Financial Planning Podcast
Empower yourself to find the Right Financial Advisor for YOU
Most people never fire their financial advisor — even when that advisor has never once asked what they actually want out of life. In this episode, we break…
- The Executive Financial Planning Podcast
The Classes Your Kid Picks This Spring Will Follow Them to Every College Application
The classes your kid picks this spring — right now — will shape which colleges say yes senior year. College counselor Rhett Rybarczyk returns to reveal what…
- The Executive Financial Planning Podcast
The Number One, Single Most Important Thing to Know as a Parent
Teaser Episode: To lead us into Friday's episode, Matt talks about one of the most important skills every parent needs: communicating effectively with your…
- The Executive Financial Planning Podcast
Raise Financially Confident Kids, without Raising Entitled Ones
In a world of instant gratification, how do you raise children who are both financially confident and genuinely responsible? In this episode, Matt is joined by…
- The Executive Financial Planning Podcast
Tips and Tricks to Help Your Child Learn About Money
Teaser Episode: Your kids won't inherit your spreadsheets; they'll inherit your habits. Matt leads us into Friday's episode, with guest Lynette Khalfani-Cox…
- The Executive Financial Planning Podcast
The AMT Trap: How One Stock Option Exercise Can Blow Up Your Tax Return
You exercise your incentive stock options. You don't sell a single share. No cash ever hits your account — and then your accountant calls with a six-figure tax…
- The Executive Financial Planning Podcast
Why the Wrong Tax Preparer Could Be Your Most Expensive Mistake
Teaser Episode: Matt shares a sneak peek into this Friday's episode with AJ Ayers about how having the wrong tax preparer in place could be one of the…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
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…
- The Executive Financial Planning Podcast
Section 351 Exchanges
There's a tax strategy that could have potentially saved you six figures on your last liquidity event. It's legal, it's IRS approved, and there's a good chance…
- The Executive Financial Planning Podcast
College Savings Tools You Need to Understand
You could be leaving thousands of dollars on the table if you don't properly understand the college savings options available to you! Join host Matt Daughterty…
- The Executive Financial Planning Podcast
Understanding Trump Accounts
Have you been wondering what Trump Accounts are or if you should open one for your child? Join host Matt Daugherty, and his partner Matt Gottshall as they…
- The Executive Financial Planning Podcast
Different Strategies for Exercising your Stock Options
Do you have stock options with your company, and get overwhelmed trying to understand terms like "Sell to Cover" and "Cashless Exercise" when it comes to your…
- The Executive Financial Planning Podcast
Real Estate as an Investment Vehicle with Mark Shuler
If you've ever wondered whether real estate is a good investment option for you, you're in the right place! In this week's episode, Matt is joined by guest…
- The Executive Financial Planning Podcast
What is your burn rate?
Do you know how much money you're "burning through" each month? Most people don't but it's essential to maintaining a financially balanced life. In this…
- The Executive Financial Planning Podcast
Balancing Abundance and Scarcity in your Financial Life
In this episode, Matt Daugherty explores the psychological tension between abundance and scarcity mindsets and how they shape your financial decisions. From…
- The Executive Financial Planning Podcast
Reviewing your Tax Return for Errors
In this episode of The Executive Financial Planning Podcast, host Matt Daugherty explains why reviewing your tax return is critical for professionals with…
- The Executive Financial Planning Podcast
Turning your Children into Leaders through Youth Sports with Ryan Virtue
In this week's episode we dive into one of the most powerful (and often overlooked) ways to raise confident, capable leaders: youth sports. Join host Matt…
- The Executive Financial Planning Podcast
The Father of the 401(k)
Many people, including our host Matt Daugherty, didn't know that the 401(k) was invented by an individual! This week we're joined by that individual, Ted…
- The Executive Financial Planning Podcast
Taboo Financial Topics with Matt Gottshall
Have you ever been nervous to bring up certain financial topics, or shied away from discussion with peers because of an opinion you feel goes against the…
- The Executive Financial Planning Podcast
Unlocking the Potential of Deferred Compensation Plans
Many executives are offered deferred compensation plans through their employer but don't know how to take advantage of them. If this sounds like you, join host…
- The Executive Financial Planning Podcast
Corrections, Bear Markets and Opportunities
In this week's episode, host Matt Daugherty discusses historical trends in the stock market as he educates and empowers listeners to see dips in the market as…
- The Executive Financial Planning Podcast
Hiring and Maintaining Top Talent with Jennifer Osborn
In today's competitive employment landscape, it's often difficult to find strong candidates and retain them at your company. In this week's episode, Jennifer…
- The Executive Financial Planning Podcast
Will the 4% Safe Withdrawal Rule Still Work?
This week, Matt dives back into the world of retirement planning to discuss the 4% safe withdrawal rule. Is 4% still the "magic" number or is it outdated in…
- The Executive Financial Planning Podcast
How Much Life Insurance Should I Consider During Open Enrollment?
Open enrollment is here which means it's time to review your life insurance coverage! Although this is a topic that no one wants to think about, it can make or…
- The Executive Financial Planning Podcast
10b5-1 Trading Plan: Minimizing Impact of Blackout Periods and Limiting Risk of Insider Trading
Do you hold a position, or work for a company that has blackout periods around selling your company stock? Do you get worried about trading your company stock…
- The Executive Financial Planning Podcast
Understanding Disability Insurance
Disability insurance is often misunderstood but can be critical for financial security when life takes an unexpected turn. Join host Matt Daugherty as he…
- The Executive Financial Planning Podcast
HSA vs. Traditional: The Health Plan Showdown
Do you tend to choose the same health plan year after year without really knowing what's best for you and your family? In this episode, host Matt Daugherty…
- The Executive Financial Planning Podcast
Get in Touch with Your Values with Doug Lennick
Although we can all identify values that are important to us, we don't always act with those values in mind! Listen along as Doug Lennick, CEO of…
- The Executive Financial Planning Podcast
myStockOptions.com with Bruce Brumberg
Whether you're a seasoned financial professional or simply an employee looking to learn more about stock options, MyStockOptions.com might be the resource for…
- The Executive Financial Planning Podcast
Negotiating Employment and Severance Agreements with Kami Brauer
Let's talk employment! Job changes are common, and something most people will face in their career. This week's guest, Kami Brauer, JD, joins Matt to share…
- The Executive Financial Planning Podcast
Happy Spouse, Happy Life
We were all raised with different values and experiences especially when it comes to money! This week, Matt talks about how important it is to listen and…
- The Executive Financial Planning Podcast
Saving Taxes with Net Unrealized Appreciation
If you've been accumulating a significant amount of your employer's stock in your 410(k), listen to this episode to learn how you may be able to save…
- The Executive Financial Planning Podcast
Climbing the Ladder with Julia Sieck
This week, host Matt Daugherty is joined by Julia Sieck to discuss how she has navigated her career at Progressive Insurance. Julia shares candid stories about…
- The Executive Financial Planning Podcast
Balancing your values with your resources
We all have values and the choice to make decisions with those values in mind. Listen to Josh Harrell, CFP, as he and Matt discuss how you can take those…