The Long Game

You Set Up a Trust… Now What? (with Blake McKibbin, JD, ChFC®, CLU®)

27 Mar 2026

Contributed by Lukas

In this episode, Blake and I break down what actually needs to happen after you sign your trust, how to fund it properly, and the common things we see...

Signs You're Living a Financially Healthy Life

20 Mar 2026

Contributed by Lukas

In this episode, I break down what financial health actually means, beyond just income or net worth. We’re talking about having a real financial pla...

How to Do Your Annual Financial Review (Step-by-Step)

13 Mar 2026

Contributed by Lukas

In this episode, I walk through the exact framework we use with clients for their annual financial review. If you sit down once a year and go through ...

Managing a Concentrated Position: 351 Exchanges & Other Tools (w/ Brent Sullivan

06 Mar 2026

Contributed by Lukas

In this episode, I’m joined again by Brent Sullivan to break down a strategy most investors have never heard of, but that can be incredibly powerful...

Understanding Irrevocable Life Insurance Trusts (ILITS)

27 Feb 2026

Contributed by Lukas

In this episode, Ben Lake, CFA®, CFP® and I break down ILITs, Irrevocable Life Insurance Trusts, and why they matter for high net worth families. At...

Buying vs. Building a Business (with David Barnett)

20 Feb 2026

Contributed by Lukas

I’ve built businesses. I work with business owners every day. And I’ve watched a lot of people romanticize buying one.So I wanted to have an hones...

Private Investments (When & Where They Fit in a Portfolio) with Ben Lake, CFA®, CFP®

13 Feb 2026

Contributed by Lukas

Private investments are one of the most talked-about areas of investing right now, but they’re also one of the most misunderstood.In this episode, B...

Ins & Outs of Long Short Direct Indexing

06 Feb 2026

Contributed by Lukas

In this episode, I chat with Brent Sullivan about how some of the wealthiest clients are using this strategy to offset huge capital gains, manage risk...

6 Ways to Get Liquidity in Your Financial Life

30 Jan 2026

Contributed by Lukas

In this episode, I’m joined again by Ben Lake to talk through one of the most common real-world challenges we see with clients: needing liquidity, f...

How To Prepare To Get Your Taxes Done Smoothly and Efficiently (with Ryan Dolan, EA)

23 Jan 2026

Contributed by Lukas

In this episode, I brought back Ryan Dolan to talk through how to actually get ahead this year. We cover when you should hire a tax team, how to stay ...

Best Places to Park Short-Term Cash (with Ben Lake, CFA®, CFP®)

16 Jan 2026

Contributed by Lukas

In this episode, we walk through how to think about short term financial goals and where your cash should live while you are working toward them. We t...

Q4 Estimated Tax Payment Planning

09 Jan 2026

Contributed by Lukas

It’s the start of a new year, and that means one thing for business owners and high-income earners: it’s time to dial in your Q4 tax strategy.In t...

Roth vs. Traditional with Cody Garrett, CFP®

19 Dec 2025

Contributed by Lukas

In this episode, we break down how to effectively manage taxable income in retirement. Cody shares insights from his recent book, "Tax Planning t...

I'm About to Have a Child, What Do I Need to Plan For Financially?

12 Dec 2025

Contributed by Lukas

In this episode, I cover key steps to make sure you’re financially prepared for the journey ahead. Some takeaways:Update Your Life Insurance: Why ha...

Our Stories as Financial Advisors + Advice for Other Advisors (with Mark Cecchini, CFP®)

05 Dec 2025

Contributed by Lukas

In this episode, I sit down with my friend and fellow advisor, Mark Cecchini, to talk about what it takes to build a modern advisory career. We have s...

Moving to Puerto Rico & the Tax Benefits (with Wes Gray)

21 Nov 2025

Contributed by Lukas

In this episode, I sit down with Wes Gray to break down one of the most powerful and misunderstood tax strategies available moving to Puerto Rico unde...

End-of-Year Tax Moves to Save Thousands

14 Nov 2025

Contributed by Lukas

Most people neglect their taxes until it's too late, leaving money on the table. In this episode, I share strategies for managing your taxes befor...

How to Use Real Estate to Lower Your Taxes: Passive vs. Active Tax Treatment

07 Nov 2025

Contributed by Lukas

Want to use real estate to cut your tax bill? In this episode I'm joined by CPA Nate Sosa to break down the real tax advantages of owning real est...

Maximizing Credit Card Points (with Colin Stroud)

31 Oct 2025

Contributed by Lukas

If you've ever wondered how to make the most out of your credit card rewards, this episode is for you. We break down how they can be a powerful to...

How to Read Your Paystub

24 Oct 2025

Contributed by Lukas

In this episode, I break down the importance of understanding your pay stub. Many people overlook it, which can lead to missed tax opportunities, unde...

How Financial Planning & Freedom Go Hand In Hand (with Zach Ashburn, CFP®, EA, AFC®)

17 Oct 2025

Contributed by Lukas

In this episode, I'm joined by Zach Ashburn to discuss the intersection of financial planning and personal freedom. Some highlights:The journey fr...

How Direct Indexing Works (and Why the Wealthy Use It) (with Ben Lake, CFA®, CFP®)

10 Oct 2025

Contributed by Lukas

In this episode, we break down direct indexing and long/short direct indexing, two powerful (and often misunderstood) tax strategies for high-income e...

I'm a Solo Business Owner Making $1 Million, How Do I Manage This & Lower My Tax Bill?

03 Oct 2025

Contributed by Lukas

In this episode, I break down a detailed case study for business owners making over a million dollars a year. Some highlights & notes:The importan...

From Corporate Life to Running Your Own Business (with Zach Ashburn, CFP®, EA, AFC®)

26 Sep 2025

Contributed by Lukas

In this episode, I'm joined by Zach Ashburn to break down the journey of transitioning from corporate life to entrepreneurship. Zach specializes i...

Selling Your Business: Why ESOPs Might Be Your Best Option (ft. Wes Gray & Doug Pugliese)

19 Sep 2025

Contributed by Lukas

In this episode, I'm joined by Wes and Doug from Alpha Architect to dive deep into the world of Employee Stock Ownership Plans (ESOPs). We talk ab...

Managing Concentrated Stock Positions (with Ben Lake, CFA®, CFP®)

12 Sep 2025

Contributed by Lukas

In this episode, I'm joined by Benjamin Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a ...

Donating Private Assets to a Donor Advised Fund (with Brad Caswell)

05 Sep 2025

Contributed by Lukas

In this episode, I'm joined joined by Brad Caswell, an expert in the world of Donor Advised Funds (DAFs). He served as the Chief Operating Officer...

Stock vs Asset Sale: Considerations for Business Sale (with Chad Huebsch, EA, CTP)

29 Aug 2025

Contributed by Lukas

In this episode, I'm joined by tax expert Chad Huebsch for a deep dive into the difference between stock and asset sales. If you're a business...

Financial Planning from 30-50 Years Old: Key Decisions to Get Right

22 Aug 2025

Contributed by Lukas

In this episode, we dive deep into financial planning for individuals in their 30s-50s. We break down the unique challenges & opportunities that s...

IULs: How They're Incorrectly Sold & Used (with Robert Rikard)

15 Aug 2025

Contributed by Lukas

In this episode, I'm joined by Robert Rikard, a lawyer and partner at the Investor Loss Center, to discuss the controversial world of Index Universal ...

SBA Loans Explained (with Matthias Smith)

08 Aug 2025

Contributed by Lukas

In this episode, I sit down with Matthias Smith (founder and owner of Pioneer Capital Advisory) a brokerage firm specializing in SBA loans. We talk ab...

Planning for an IPO (with Mark Cecchini, CFP®)

01 Aug 2025

Contributed by Lukas

In this episode, I'm joined by Mark Cecchini, CFP® to discuss the intricacies of planning for an IPO. As the window opens up again, many employee...

Answering Listener-Submitted Questions

25 Jul 2025

Contributed by Lukas

In this episode, I answer some of the most common financial questions submitted by you as we approach nearly 100,000 downloads. Some of the topics cov...

Tax Strategies for $1M to $10M SMB Owners (with Chad Huebsch, EA, CTP)

18 Jul 2025

Contributed by Lukas

In this episode, I'm joined by Chad Huebsch from Blueprint Tax to break down the importance of tax planning for business owners doing $1 million t...

Big Beautiful Bill Summarized: Tax Cuts, Tips, SALT Caps, PTET, and More

11 Jul 2025

Contributed by Lukas

In this episode, I’m joined by tax expert Roger Ledbetter to break down the recent tax bill. We talk about the new rules and discuss its potential i...

Hiring Children & Spouses: Is This A Good Or Bad Idea?

27 Jun 2025

Contributed by Lukas

In this episode, I break down the ins and outs of hiring your children, spouse, and even other family members. Some highlights:Hiring Your Kids: The a...

How to Maximize Deductions Through Giving to Charity in the Most Efficient Way

20 Jun 2025

Contributed by Lukas

Many people give to charity but may not be doing so in the most tax-efficient way. In this episode, you'll learn:How charitable deductions work (a...

Navigating the New Tax Bill (with Nate Sosa, CPA, MST)

13 Jun 2025

Contributed by Lukas

In this episode, I'm joined by Nate Sosa, CPA, MST from Hall CPA, and we dive deep into:- The status of the new tax bill and what it means for you- Ke...

Should You Elect S-Corp? PTET, QBID, and Other Considerations

06 Jun 2025

Contributed by Lukas

In this episode, I break down the benefits and drawbacks of S-Corps, including self-employment tax savings, the impact on retirement contributions, an...

Equity Compensation Planning: ISOs, NSOs, RSUs

30 May 2025

Contributed by Lukas

In this episode, I break down the ins and outs of Restricted Stock Units (RSUs), Non-Qualified Stock Options (NSOs), Incentive Stock Options (ISOs), o...

How Different Investments Are Taxed

23 May 2025

Contributed by Lukas

In this week's episode, I dive deep into investment taxation and how it impacts your overall returns. Understanding how different investments are ...

Understanding Safe Harbor Taxes: Avoiding Penalties & The Standard Deduction

16 May 2025

Contributed by Lukas

In this episode, I discuss how underpayment penalties can sneak up on you. Many of our clients come to us unaware of these penalties, thinking that th...

HSA Plans & The Value of Investing the Funds

09 May 2025

Contributed by Lukas

Many people don’t realize that HSAs can be invested, similar to a 401(k). This is especially beneficial for high-income earners who may have maxed o...

Mega Backdoor Roth 401(k): The Most Powerful Retirement Strategy You're Not Using

02 May 2025

Contributed by Lukas

In this episode, I discuss the strategic timing for Roth conversions and how to maximize your contributions through the Mega Backdoor Roth 401(k).✅ ...

Asset Location & Strategies to Minimize Taxes with Investing

25 Apr 2025

Contributed by Lukas

While many investors focus on asset allocation, understanding WHERE to place your investments can significantly impact your after-tax returns. This ep...

Asset Allocation, Being a Better Investor, and Target Date Funds

18 Apr 2025

Contributed by Lukas

In this episode, I break down a few of the essentials to becoming a better investor. If you've ever felt overwhelmed by the market or unsure about...

Roth vs Traditional Accounts: Which Makes Sense for You?

11 Apr 2025

Contributed by Lukas

In this episode, I dive deep into the age-old debate: Roth vs. Traditional accounts. Many people assume that Roth is the way to go because they believ...

Roth & Traditional IRAs: Individual Retirement Accounts Breakdown

04 Apr 2025

Contributed by Lukas

In this episode, I break down the two main types of IRAs—the traditional (pre-tax) IRA and the Roth IRA (post-tax). Some highlights:Contribution Lim...

Employer-Sponsored Retirement Accounts & Understanding Your Options

28 Mar 2025

Contributed by Lukas

In this episode, I break down employer-sponsored retirement plans and the different options available. From 401(k)s and Roth accounts to SEP IRAs and ...

Rental Properties 101 (Tax Benefits, Debt & Equity, Primary Home Conversion)

21 Mar 2025

Contributed by Lukas

In this episode, I break down a few reasons why people love owning real estate and the benefits it offers compared to other investments like stocks or...

What Type of Mortgage Do I Want? How Much Should I Put Down?

14 Mar 2025

Contributed by Lukas

In this episode, I break down mortgages, how they work, and the importance of down payments and loan types:The differences between 30-year and 15-year...

How to Pay Off Debt in the Most Effective Way

07 Mar 2025

Contributed by Lukas

In this episode, I break down the difference between good debt and bad debt—such as what types of debt can actually work in your favor (like busines...

How to Manage Cash Flow When You're Paid In Equity or Bonuses

28 Feb 2025

Contributed by Lukas

In this episode, I walk through how to effectively manage your monthly income & expenses when you're paid in equity (or receive bonus income)....

How to Manage Your Financial Life as a Married Couple

21 Feb 2025

Contributed by Lukas

Whether you’re newlyweds or have been together for years, navigating money matters can be challenging, especially when you start blending incomes, e...

How Much Do I Need in an Emergency Fund?

14 Feb 2025

Contributed by Lukas

In this episode, I discuss why having cash on the sidelines is your best friend, especially in uncertain times. I also share a powerful quote from Mor...

How Much Do I Need To Invest To Be On Track For My Goals?

07 Feb 2025

Contributed by Lukas

In this episode, we talk about some of the complexities of preparing for retirement (or a work optional life), including: • The 4% rule and how it c...

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

31 Jan 2025

Contributed by Lukas

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, an...

Best Retirement Accounts For Business Owners (2025)

24 Jan 2025

Contributed by Lukas

Too often, business owners reinvest every dollar back into their business. To help you understand the importance of retirement and the options availab...

How to Plan For Your Taxes as a Business Owner

17 Jan 2025

Contributed by Lukas

Breaking down the differences between tax planning for W-2 employees and business owners while highlighting the complexities that come with owning a b...

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

10 Jan 2025

Contributed by Lukas

Many entrepreneurs start off by simply transferring money from their business to their personal accounts without a solid plan, leading to financial st...

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

27 Dec 2024

Contributed by Lukas

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 2...

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

20 Dec 2024

Contributed by Lukas

In this episode, we dive deep into the lessons learned from working with business owners and the unique financial perspectives that come from their ex...

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

13 Dec 2024

Contributed by Lukas

Building on our previous discussions about estate tax planning and donor advised funds, we explore a variety of charitable giving tools, their benefit...

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

06 Dec 2024

Contributed by Lukas

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 an...

The Soul of Wealth: Redefining Financial Success with Daniel Crosby

22 Nov 2024

Contributed by Lukas

In this episode, we dive deep with Daniel Crosby (author of The Soul of Wealth) into the multifaceted relationship between wealth, happiness, and fulf...

End-of-Year Tax Planning: Strategies Every Business Owner Should Know

15 Nov 2024

Contributed by Lukas

As the year comes to a close, it's crucial to take proactive steps to optimize your tax situation. Join us as we discuss: The importance of knowing ...

How to Optimize Your QBI Deduction: A Guide for Entrepreneurs

08 Nov 2024

Contributed by Lukas

After wrapping up a comprehensive insurance series, Thomas and Jacob shift gears to discuss the often-overlooked aspects of tax planning. They explain...

Disability Insurance: Group vs. Individual Policies & Protecting Your Income

01 Nov 2024

Contributed by Lukas

In this episode, we're joined by Broc Buckles as we break down the essentials of disability insurance, discussing its importance, the different types ...

Life Insurance: Term vs. Permanent Policies Explained

25 Oct 2024

Contributed by Lukas

In this episode, hosts Thomas Kopelman and Jacob Turner are joined by returning guest Broc Buckles, an expert in the insurance space. Together, they ...

Umbrella Insurance: A Must-Have for High Net Worth Individuals

18 Oct 2024

Contributed by Lukas

In this episode of the Long Game podcast, Thomas Kopelman and Jacob Turner dive into the often-overlooked topic of umbrella insurance coverage. Aimed...

Homeowners Insurance: Key Coverage Areas You Need to Know

11 Oct 2024

Contributed by Lukas

In this episode, co-hosts Thomas Kopelman and Jacob Turner dive deep into the world of homeowners insurance, especially for high-income and high-net-w...

The Importance Of Auto Insurance and What You Need With Your Policy

04 Oct 2024

Contributed by Lukas

Most high net worth people think insurance is less important for them, but that could not be further from the truth. Insurance is so important for h...

Fed Cuts Rates... What Does This Mean For The Markets?

27 Sep 2024

Contributed by Lukas

In this episode with Callie Cox, we talk about the recent FED rate cut and what it means for you. We then go into tilts we have in our portfolios, wh...

Advanced Estate Planning For Business Owners Planning To Sell

20 Sep 2024

Contributed by Lukas

This is part 2 of a series of estate planning for business owners. In this episode with Dave Haughton, we use an example and plan for a business own...

Estate Planning Basics For Business Owners

13 Sep 2024

Contributed by Lukas

Estate planning is important for everyone. But even more important for business owners. If you were no longer able to make decisions for your business...

Interest Rate Changes Are Coming... What Does That Mean For You?

06 Sep 2024

Contributed by Lukas

It's no secret that interest rate changes are coming. With that comes a lot of good like lower mortgages and cheaper borrowing on other loans. ...

Investing In Real Estate With Raj Tut

30 Aug 2024

Contributed by Lukas

Real estate is something almost everyone wants to invest in. Why? Because of 'passive income'. But is real estate really that passive? Or is...

The Power Of Cash Balance Plans

23 Aug 2024

Contributed by Lukas

For high income earners, deferring taxes to the future can be a great move. But you are oftentimes limited to the $69,000 you can put into a 401(k). ...

The Importance Of Specific Advice To You and Your Situation

16 Aug 2024

Contributed by Lukas

As you get further along in your financial journey, the decisions you make have HUGE impacts. Many turn to friends, family members, peers, etc for ad...

HSA vs FSA: And How Most Use HSA's Incorrectly

09 Aug 2024

Contributed by Lukas

HSA's and FSA's are both great accounts. They allow you to save for health expenses on a pre-tax basis. In this episode we walk through: - ...

Does The Presidential Party Impact Market Returns

02 Aug 2024

Contributed by Lukas

This is a question that comes up time and time again. Many believe that the party of the president matters. They assume the markets do better with re...

Roth vs Traditional Accounts

26 Jul 2024

Contributed by Lukas

Roth = post tax Traditional = pre-tax Both have their benefits and can be the right account at different times. In this episode Thomas and Jacob brea...

Solo 401(k) vs SEP IRA

19 Jul 2024

Contributed by Lukas

Self employment retirement accounts are one of the best tax planning tools out there. The two main choices to pick from are Solo 401(k)s and SEP IRAs...

Understanding Your Businesses Financials and Why Hiring an Outsourced CFO Can Make Sense with Kurtis Hanni

12 Jul 2024

Contributed by Lukas

Most business owners start out just trying to survive. And then all the sudden, they are successful and they have no clue what is going on with the ...

Preparing For Retirement (and the mindset shift) With Taylor Schulte, CFP®

05 Jul 2024

Contributed by Lukas

In this episode with Taylor Schulte, CFP we talk: - how to plan for retirement - the big risks you face - how to overcome the mindset shift as you swi...

Asset Location: The Importance Of Putting The Right Assets In The Right Accounts

28 Jun 2024

Contributed by Lukas

Asset location is something that is really important for investors to know about. Asset location is all about putting the right assets in the right a...

Asset Allocation: What it is and the Importance of it

21 Jun 2024

Contributed by Lukas

Most consumers invest without having an intentional asset allocation. This can lead you to a lot of risk when being over exposed. IN this episode, we...

Life Insurance: The Uses For Term (For Business and Personal Planning) and Permanent

14 Jun 2024

Contributed by Lukas

Most think Jacob and I are not fans of insurance. But this could not be further from the truth. We implement term and permanent insurance for our clie...

What Is Enough

07 Jun 2024

Contributed by Lukas

One of the hardest things for people to figure out is "what is enough" for them. For most, they have a number, they hit it, and then the goa...

What Are You So Worried About (Money Edition)

31 May 2024

Contributed by Lukas

Most people are worried about money. They think the next income or net worth target will change that, but it doesn't. Time and time again we see...

The Current State of The Economy, Interest Rates, And The Market and What It All Means For Your Financial Planning With Paula Pant

24 May 2024

Contributed by Lukas

In this episode with Paula Pant, we talk: - Current state of the jobs markets - Current state of the stock market - Current state of interest rates - ...

How To Make Big Life Decisions With Abby Davisson

17 May 2024

Contributed by Lukas

In this episode with Abby Davisson, we talk through: - her book and what the 5 C's are when going through a big decision - a few life situations s...

C Corps, QSBS, and QSBS Stacking and Packing with Tyler Harris, CPA

10 May 2024

Contributed by Lukas

In this episode with Tyler Harris we talk: - What C Corps are and how they work - Why a business would and would not want to be a C Corp - What QSBS i...

The Ongoing Costs of Owning A Home

03 May 2024

Contributed by Lukas

In this episode, we walk through: - all the mortgage options you have and what we prefer and each did - the ongoing costs of owning a home - what to c...

Upfront Costs Of Buying A Home

26 Apr 2024

Contributed by Lukas

In this episode we walk through the upfront costs of owning home like: - down payment - earnest money - property taxes - insurances - furniture - etc...

"I Bought A House For $710,000 and sold for $950,000 But I Barely Made Any Money" - The Real Numbers Behind Jacobs Home

20 Apr 2024

Contributed by Lukas

In this episode we go through Jacobs real life example of: - what he bought for - what he sold for - costs that went into it to maintain the home - ta...

Rent vs Buy Debate: Actual Numbers Involved

12 Apr 2024

Contributed by Lukas

Rent vs buy is a constant debate. Both Jacob and I are homeowners yet we can be realistic and look at the numbers. In this episode we chat about: - wh...

How To Invest As A Business Owner

05 Apr 2024

Contributed by Lukas

In this episode, Jacob and I talk about: - how important it is to carve out different forms of investing as a business owners - how investing is diffe...

Tax Planning Before A Business Sale With Successful Entrepreneur Ankur Nagpal

29 Mar 2024

Contributed by Lukas

In this episode with Ankur Nagpal we talk: - about him scaling his first business to over $25mil in revenue - tax planning moves he made to get $3mil ...

10 Biggest Mistakes Business Owners Make

22 Mar 2024

Contributed by Lukas

In this episode with Thomas and Jacob go through 10 of the biggest mistakes they see business owners make. Some of the one's covered are: Holdi...