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
Reducing Taxes by Exercising and Holding Incentive Stock Options
If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as…
- The Executive Financial Planning Podcast
Contributing to my 401(k) when I'm in the top tax bracket
Should I contribute to the Pre-Tax part of my 401(k)?Should I contribute to the Roth part of my 401(k)? Should I do a mix of both?Tune in to hear Matthew…
- The Executive Financial Planning Podcast
Private Insurance Solutions
In this episode, guest Connor Daugherty joins Matt to break down umbrella insurance and liability coverage -- what they are, why they matter, and how they…
- The Executive Financial Planning Podcast
Getting More Tax Savings From Your Charitable Giving
Whether you already give to charity or would like to in the future, be sure to listen to guest Dave Haughton as he shares how to optimize your giving strategy…
- The Executive Financial Planning Podcast
What's Negotiable When Changing Employers
Most of us will experience a career change at some point in the future. Guest Kristen Fowler joins Matt to discuss what can be negotiated when it comes time…
- The Executive Financial Planning Podcast
How to Get Your Child Into Their "Reach" School
Join host Matt Daugherty as he and Rhett Rybarczyk discuss strategies for the college application process and how to increase your child's chances of getting…
- The Executive Financial Planning Podcast
Balancing Life's 4 Freedoms
Guest Saša Mirković joins host, Matt Daugherty, to discuss how life's 4 freedoms can help you to live out your personal "why" every day.
- The Executive Financial Planning Podcast
Using RSUs to Derisk and Fund Your Goals
Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you…
- The Executive Financial Planning Podcast
3 Tips for Maximizing Your Bonus
Join host Matt Daugherty to learn how to make the most out of your bonus to benefit your present and future self
- The Executive Financial Planning Podcast
Stock Options Strategies to Reduce Taxes and Boost Returns
It's that time of year when your company may be granting you stock options! Follow along with host Matt Daugherty as he discusses ways that may reduce your tax…
- The Executive Financial Planning Podcast
State Tax Planning for Options, RSUs, and Deferred Comp with Dan Hodgin, CPA
State taxation can be difficult to understand, especially when you have equity compensation to consider. Join guest Dan Hodgin, CPA, to learn what you should…
- The Executive Financial Planning Podcast
Ex Pat Positions
Guests Jeff Davis and Jean Bonko join host Matt Daugherty to share their respective experiences about navigating Ex Pat positions and their travel around the…
- The Executive Financial Planning Podcast
Climbing the Ladder While Raising Children with Detria Courtalis, VP of Sales, Pandora North America
Detria Courtalis, VP of Sales, Pandora North America, discusses the humble beginnings of her career and how balancing success and her family has allowed her to…
- The Executive Financial Planning Podcast
Death (Checklist) and Taxes
When confronted with the loss of a loved one, dealing with their financial matters can be overwhelming. Host Matt Daugherty talks through some experienced…
- The Executive Financial Planning Podcast
The Basics
Matt Daugherty brings it back to the basics: how can you start to make smart financial decisions to improve balance and freedom in your life?
- The Executive Financial Planning Podcast
Climbing the Ladder: Creating a "life plan" –and following it—to franchise as your second career with Paula Janmey of The Goddard School
Matt Daugherty and his client Paula Janmey, On-Site Director of The Goddard School North Ridgeville, discuss how she leveraged personal values, a passion for…
- The Executive Financial Planning Podcast
Starting a Business with Dennis Dlugosz, CPA
Matt and Dennis Dlugosz, CPA, CCIFP sit down and talk about what's important in successfully building a business, from finances to operations and everything in…
- The Executive Financial Planning Podcast
Real Estate as an Investment Vehicle with Andrew Coleman, CBRE Market Leader
Matt Daugherty and Andrew Coleman, Managing Director and Market Leader for CBRE Cleveland & Akron, chat about when you might consider investing in real estate…
- The Executive Financial Planning Podcast
Climbing the Ladder: Taking risks to create your dream career with First Watch Chief Marketing Officer Matthew Eisenacher
In this episode, Matt Daugherty CFP® CRPC® ECA and friend/Chief Brand Officer of First Watch Restaurants Matt Eisenacher talk about the importance of having…
- The Executive Financial Planning Podcast
Contentment
How do you appreciate what you have and resist the urge to let expectations spoil reality? Host Matt Daugherty gets personal and discusses some challenges he's…
- The Executive Financial Planning Podcast
Reducing Taxes and Risk using Deferred Compensation
Everyone likes the sound of paying less in taxes, and using nonqualified deferred compensation plans can bea way to do that. But does that mean that's the…
- The Executive Financial Planning Podcast
Accessing Retirement Funds Early
So, you're retiring early. Congratulations! You've worked hard and saved for this. Now, how do you use and protect those hard earned funds? Matt Daugherty CFP®…
- The Executive Financial Planning Podcast
Should I have a Trust?
Having a comprehensive estate plan is important. But do you need a Trust? That depends. In this episode, host Matt Daugherty CFP® CRPC® ECA talks you through…
- The Executive Financial Planning Podcast
How to "get rich quick"
Getting rich quickly isn’t as quick a process as you’d like to think. It’s a marathon, not a sprint—steady saving, smart investing, and emotional resilience…
- The Executive Financial Planning Podcast
What's better, RSUs or stock options?
You probably don't get to choose whether you get stock options or restricted stock options from your company--but in this short and sweet episode, Matt…
- The Executive Financial Planning Podcast
ESPPs with guest Matt Gottshall CFP®, ECA
Matt Daugherty CFP® CRPC® ECA brings colleague Matt Gottshall CFP®, ECA into the discussion on the "yeses", "nos", and "maybes" of Employee Stock Purchase…
- The Executive Financial Planning Podcast
How to Hire a Financial Advisor
Matt Daugherty CFP® CRPC® ECA talks through some fundamentals on what to consider when you're considering hiring a financial advisor.cfp.net
- The Executive Financial Planning Podcast
Managing Overconcentration Risk in your Company Stock
Avoiding overconcentration in your company's stock may be trickier than you think. Matt Daugherty CFP® CRPC® ECA talks about strategies to manage this risk…
- The Executive Financial Planning Podcast
Tax mistakes to avoid with your company Stock Options and Awards
Matt Daugherty CFP® CRPC® ECA gives an overview of how he helps executives manage their executive compensation from a tax perspective.
- The Executive Financial Planning Podcast
Navigating Executive Benefits
Matt Daugherty CFP® CRPC® ECA discusses the complexities of executive benefit packages, and how to get the most out of what your company offers.Sources…
The Executive Financial Planning PodcastIntroduction | Money and Balance
Matt Daugherty CFP® CRPC® ECA introduces The Executive Financial Planning Podcast and talks balance.