The Long Game
Episodes
Understanding Real Estate Syndications With Aleksey Chernobelskiy
15 Mar 2024
Contributed by Lukas
Real estate syndications are really popular today. But not all of them are created equal. Aleksey helps us understand: - what they are - how they work...
Scaling To 600 Employees and Lessons Learned Along The Way with Michael Girdley
08 Mar 2024
Contributed by Lukas
In this episode with Michael Girdley we talk: - his journey from starting one business to now running 10 - how to create your perfect day - advice he ...
Tax Moves You Can Still Make for 2023 and The Truth On Private Equity
01 Mar 2024
Contributed by Lukas
In this episode with Thomas and Jacob they break down: - what tax planning moves you still have for 2023 - the need to change from being reactive to p...
Growing A Business and Raising Money Through Seed Rounds With Rafael Loureiro
23 Feb 2024
Contributed by Lukas
In this episode with Rafael Loureiro we talk about: - how to grow a business - how to raise capital - the challenges that come with raising capital -...
10 Misconceptions People Have On Taxes, Business, Investing, & Risk
16 Feb 2024
Contributed by Lukas
In this episode with Thomas Kopelman and Jacob Turner, we talk about 10 misconceptions people have like: - leaving money in the business means it is n...
All Things Private Flying with Preston Holland
09 Feb 2024
Contributed by Lukas
In this episode with Preston Holland we talk: - The various ways to fly private - At what wealth levels you can afford each type - How much they all c...
How We Manage Our Finances As Financial Planners
02 Feb 2024
Contributed by Lukas
In this episode with Jacob and Thomas, we talk about: - how we manage our money - the tax planning we do - our savings and investing priorities - if w...
NIL, How To Plan If Getting NIL Money, and Financial For Planning 1099 Folks With Darren Heitner
26 Jan 2024
Contributed by Lukas
In this episode with top NIL lawywer, Darren Heitner, we talk: - About his journey from sports agent to law firm owner - About all things NIL, how it ...
New Year Planning For Business Owners
19 Jan 2024
Contributed by Lukas
The start of the year as a business owner should be about planning. IN this episode we walk through: - How to get organized - How to think through w...
The Power Of Roth Conversions
12 Jan 2024
Contributed by Lukas
In this episode with Steven Jarvis, CPA, we talk: - Roth vs traditional - what a Roth conversion is - how to do a Roth conversion - Times it makes sen...
How To Be Ultra Successful With Dr. Julie Gurner
05 Jan 2024
Contributed by Lukas
In this episode with Dr. Julie Gurner, we talk about: - what traits the ultra successful have - the power of working with coaches - the importance of ...
The Value of Good Advice (and I Introduce My New Co-host)
29 Dec 2023
Contributed by Lukas
In this episode and the start of a new season, I welcome on a new Cohost, Jacob Turner. In this episode we share our stories of why we became financi...
The Power of Backdoor Roths and How To Do Them Correctly
22 Dec 2023
Contributed by Lukas
For the last episode of this season, I did my first and hopefully last solo episode (with a sore throat). In this episode, I talked about: - the power...
Financial Planning For People Who Are Planning To Move Out of The US
15 Dec 2023
Contributed by Lukas
Financial planning is complex enough for US citizens. Yet many plan to move out of the US for retirement. So how do you best plan for that? In this w...
How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®
08 Dec 2023
Contributed by Lukas
In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on t...
How To Get A Mortgage As A Business Owner With Carl Oguamanam
01 Dec 2023
Contributed by Lukas
So many people say they cannot get a mortgage because they are a business owner and they aren't wrong. It is more complex... but doable. You just...
End of Year Tax Planning Moves To Make With Ryan Dolan
24 Nov 2023
Contributed by Lukas
The end of the year is the BEST time to be doing tax planning. But you may be wondering what you need to think about doing. In this episode with Ry...
Some Things You Need To Learn About Money and Investing With Daniel Crosby
17 Nov 2023
Contributed by Lukas
IN this episode with Daniel Crosby we talk about: - How the Jones's are not as rich or happy as you think - How time is scarcer than money - How a...
How To Create A Portfolio In A High Interest Rate Environment With Rubin J. Miller, CFA
10 Nov 2023
Contributed by Lukas
In this episode with Rubin J. Miller, CFA we talk: - what is going on with interest rates and how that effects the way you should create a portfolio -...
Lessons About Business From Growing A Financial Firm With Mitchell Baldridge CPA
03 Nov 2023
Contributed by Lukas
In this episode with Mitchell Baldridge CPA we deviate from the financial topics and talk: - Building a business - Lessons we each have learned - Why ...
Donor-Advised Funds: How to Optimize Charitable Giving With Adam Nash
27 Oct 2023
Contributed by Lukas
In this episode with Adam Nash, we talk: His journey and all the major companies he has been apart of an ran (Linkedin, dropbox, Acorns, Wealthfront...
Roth vs Traditional With Cody Garrett, CFP
20 Oct 2023
Contributed by Lukas
In this episode with Cody Garrett, CFP we talk: - the difference between Roth and traditional - why all Roth all the time is not often the right move ...
Why You Need To Protect Your Wealth (And How) With Christopher Gipe
13 Oct 2023
Contributed by Lukas
In this episode with Christopher Gipe we chat about: - why you need to protect your wealth - how to protect your wealth - the basics parts of asset pr...
How To Plan For The Estate Tax Changes Coming In 2026 With Frazer Rice
06 Oct 2023
Contributed by Lukas
In this episode with Frazer Rice, Author & Host of the Podcast "Wealth Actually", we talk: - All about the corporate transparency act co...
A Deep Dive Into Incentive Stock Options (ISO's) And AMT With Mike Zung, CFP®
29 Sep 2023
Contributed by Lukas
In this episode with Mike Zung, CFP® we talk: - ALl things ISO's, how they work, how they are taxed - What AMT is and why you need to watch out f...
Introducing My First Full Time Hire (Who He Is, What The Role Is, And Our Story)
26 Sep 2023
Contributed by Lukas
In this episode I introduce you to my new hire, Ryan Dolan and share what the role is, what the plans are, our story and how we know each other, etc.
So You Have A Trust Now What (How to Fund It) With Anne Rhodes
22 Sep 2023
Contributed by Lukas
In this episode with Anne Rhodes (my co host for my wealth.com podcast) we talk what to do after you have a trust: - How to fund it - What accounts/in...
Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®
15 Sep 2023
Contributed by Lukas
In this episode with ben Lake, CFA, CFP® we talk: - the importance of having a financial decision tree - how to prioritize what is the best tax moves...
What We Can Learn From Athletes On Financial Planning, Retirement, Etc. With Jacob Turner
01 Sep 2023
Contributed by Lukas
In this episode of the Long Game Podcast, we have on Jacob Turner, fellow financial planner as well as former pro baseball player. He was actually a t...
The Importance of Building A Team Around Business Owners and Who Those Key Members Are With Dasarte Yarnway
25 Aug 2023
Contributed by Lukas
In this episode with Dasarte Yarnway we talk: - Why leveraging your time is so crucial as a business owner - Why you need to spend your time where it ...
Understanding Business Tax Planning With Roger Ledbetter CPA
18 Aug 2023
Contributed by Lukas
In this episode we Roger Ledbetter, CPA we talk: - Why entity structure is the first place to start - QBI and how it applies and effects taxes - Why y...
Aligning Money Psychology To Get Better Outcomes With Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®
11 Aug 2023
Contributed by Lukas
In this episode with Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®, we talk: - Balancing spending - How to not care what others think and to spend ac...
Ways To Invest In Your Financial Education With Rachael Camp, CFP®
04 Aug 2023
Contributed by Lukas
In this episode we talk about the various ways you can invest in your education like: - books/podcasts/blogs - courses - financial plans - ongoing rel...
Restricted Stock, ISO's, & 83(b) Elections With Mike Gorback
28 Jul 2023
Contributed by Lukas
In this episode with startup lawyer Mike Gorback, we talk: - Why S corps are not ideal for companies who plan to take on funding - How founders get co...
How To Protect Your Wealth As A High Net Worth Person With Christopher Gipe
21 Jul 2023
Contributed by Lukas
In this episode with Christopher Gipe (top estate planning attorney) we talk: - What asset protection even means - Ways to do it - Why it is so import...
An Update On Debt And How To Think Through: Mortgage, HELOC, Auto, Credit Cards, and Students
14 Jul 2023
Contributed by Lukas
In this episode with Rohit Agarwal we talk what we are seeing in the current lending markets and what to think through for each type of debt.
Special Announcement: I Am Now The Head of Community For Wealth.com
12 Jul 2023
Contributed by Lukas
This is a special episode! I recently (in the last couple of weeks) took the head of community role at wealth.com. The second I saw this product and m...
A Masterclass On How To Invest In Real Estate With Sean O'Dowd
07 Jul 2023
Contributed by Lukas
In this episode with Sean O'Dowd we talk all things real estate investing: - How to pick a niche - Why cash flow matters - What you need to know w...
Most Debated Financial Topics (Permanent Life Insurance, Active vs Passive Investing, Fees, Etc.) With Andy Panko, CFP®, RICP®, EA
30 Jun 2023
Contributed by Lukas
In this Episode With Andy Panko, CFP®, RICP®, EA we talk some of the debates we see consumers and advisors having: - Permanent life insurance: the g...
Founder Tax Planning Series Part 4: Using Real Estate For Tax Planning (Active vs Passive) with Brandon Hall, CPA
23 Jun 2023
Contributed by Lukas
In this episode with Brandon Hall, we talk all things utilizing real estate for tax planning: - active vs passive - short term vs long term rentals - ...
Founder Tax Planning Series Part 3: The Power of Estate Planning and Charitable Giving With Ben Lake, CFA, CFP®
16 Jun 2023
Contributed by Lukas
In this episode with Ben Lake, we talk: - why estate planning is so important for founders - estate planning moves to consider - revocable vs irrevoca...
Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP
09 Jun 2023
Contributed by Lukas
In this episode with Mark Cecchini, CFP, we talk: - what QSBS is - the benefits of it - how to qualify - 83(b) elections
Founder Tax Planning Series Part 1: What You Need To Know About Opportunity Zones With Barrett Linburg
02 Jun 2023
Contributed by Lukas
In this episode with Barrett Linburg we talk: - What an opportunity zone is and what options you have to invest in them - All the tax benefits that ex...
Ways To Potentially Reach Financial Independence Faster With George Acheampong Jr.
26 May 2023
Contributed by Lukas
In this episode with George Acheampong Jr. we talk: - financial independence and the value of it - ways to get there faster - why increasing income s...
What You Need To Know About Hiring Kids and Spouses Within Your Business With Matt Chiappetta, CPA
19 May 2023
Contributed by Lukas
In this episode with Matt Chiappetta, CPA we talk: - whether you can hire your children or spouse - the do's and don'ts of hiring them - what...
Figuring Out Your Enough and Pursuing Contentment With Khe Hy
12 May 2023
Contributed by Lukas
This episode goes deeper than most. Thomas and Khe Hy talk about: - Khe Hy's childhood, time on WallStreet, and why he left to start his own busin...
Living Trusts with Alessandro Chesser and A couple Reader Questions On Buying A House In this Environment and Emergency Funds
05 May 2023
Contributed by Lukas
In this episode with Alessandro Chesser we talk: - his journey in tech - the need for trusts - why living trusts can be so valuable - his company and ...
Taxes For Entrepreneurs With Anthony Price CPA
28 Apr 2023
Contributed by Lukas
In this episode with Anthony Price we talk: - all things business and taxes - S Corp - C Corps - QSBS - QBI deductions - Hiring family - Charitable re...
The True Benefit Of Pursuing FIRE - Optionality
21 Apr 2023
Contributed by Lukas
In this episode with Andrea (Product Growth Leader at Meta) we talk: - all things FIRE - the good and the bad of FIRE - the power of a personal missio...
Estate Planning Mistakes With Jenny Rozelle
14 Apr 2023
Contributed by Lukas
In this episode with Jenny Rozelle (again). We talk the 4 most common estate planning mistakes she sees. Do not let this be you!
Intro To Trusts: The Most Common One's To Use, Testamentary Trusts, Revocable + Irrevocable Living Trusts, & More With Jenny Rozelle
07 Apr 2023
Contributed by Lukas
In this episode with estate planning attorney Jenny Rozelle we talk: - what estate planning is - the most common types of trusts - why each are use, t...
How Planning For Physicians Is Different With Mark McGrath
31 Mar 2023
Contributed by Lukas
In this episode with Mark McGrath we talk: - how financial planning is different for physicians - how starting to make income later changes the planni...
An Update On Student Loans: What You Need To Know With Travis Hornsby, CFA, CFP®
24 Mar 2023
Contributed by Lukas
In this episode with Travis Hornsby we talk: - what is going on with student loans - what changes have been made - the new IDR waiver and some example...
What You Need To Know About Homeowners, Renters, Auto, and Umbrella Insurance with Ian Gutterman
17 Mar 2023
Contributed by Lukas
In this episode with Ian Gutterman we talk: - The basics of Homeowners, Renters, Auto, and Umbrella Insurance - What you need to know about each - Wha...
The Investing Questions You Have Answered With Darin Tuttle
10 Mar 2023
Contributed by Lukas
In this episode with Darin Tuttle we talk: - the current state of the market - whether international should be a portfolio or not - tax location and a...
Internal Episode: AllStreet Academy, AllStreet's Growth and Future Plans, & More on The Podcast
03 Mar 2023
Contributed by Lukas
WE switched things up this week and had Treyton back on to talk: - What's to come with AllStreet Academy, why we created it, the price, who it fits fo...
Real Estate Tax Planning, Turning Real Estate Income To Passive, Short Term & Long Term
24 Feb 2023
Contributed by Lukas
In this episode with Ryan, The Real Estate CPA we get into the weeds of real estate tax planning and talk: - why real estate is so attractive - ratios...
How To Prepare To Sell A Business With David Walsh
17 Feb 2023
Contributed by Lukas
In this episode with David Walsh we talk about: - Ways to prep for the sale of your business - Mistakes we often see made - Why you need a really good...
What Does It Look Like To Be Financially Healthy With Odaro Aisueni
10 Feb 2023
Contributed by Lukas
In this episode with Odaro, we talk: - what it looks like to be financially healthy - why these are so important - why you need a plan - why you have ...
Scaling A Startup & A Masterclass On How To Live Life With Ryan Russell
27 Jan 2023
Contributed by Lukas
This is the most powerful episode I have put out or recorded before. Ryan Russell is a professor at Penn State as well as the old CEO of Twenty Over T...
Leveraging Various Debt Tools With Russ Ford
20 Jan 2023
Contributed by Lukas
In this episode with Russ Ford we help debunk the idea that all debt is bad debt and should be avoided. We talk about: - how understanding yourself an...
Tax Planning Opportunities For The Wealthy: Charitable Giving, Real Estate, and Opportunity Zones With Ian Weiner, CFP(R)
13 Jan 2023
Contributed by Lukas
In this episode with Ian Weiner, CFP(R) we chat all things tax planning: - why you have an obligation to pay the least amount of taxes within the tax ...
Investing in 2023 With Callie Cox
06 Jan 2023
Contributed by Lukas
In this episode with investment specialist, Callie Cox we talk about: - Why The first investing question is always about time frame - The import...
Year End Financial Planning Opportunities With Travis Gatzemeier, CFP®
16 Dec 2022
Contributed by Lukas
In this episode with Travis we talk; - financial planning moves to make before year end - financial planning things to think through for 2023 while yo...
Planning Your Corporate Exit By Starting A Consulting Business With Zach Ashburn
09 Dec 2022
Contributed by Lukas
In this episode with Zach Ashburn CFP, we talk: - how to think through when you can exit - what you can exit to - how to financially prepare and...
Unlock Your Inner Millionaire with 5 Income Accelerators With Jeff Rose CFP®
02 Dec 2022
Contributed by Lukas
Are you looking for a way to take your income to the next level? Look no further - today we share 5 "Income Accelerators" with you. Jeff Rose is a Cer...
The Creator Mindset: How To Balance Your Passion With Your Skill Set With Torie Happe
18 Nov 2022
Contributed by Lukas
In this episode with Torie Happe we talk about: - whether you should pursue your passion or not - how to make your job more meaningful - why we all ne...
Landing A High Paying Job With Beez
11 Nov 2022
Contributed by Lukas
In this episode with Beez we talk about: - how she has build her social following - how to get into a high paying career (and what options are out the...
What You Need To Know About Health Insurance and What Your Options Are As A Business Owner With Matt Allen
04 Nov 2022
Contributed by Lukas
In this episode with health insurance expert, Matt Allen we talk about: - all the insurance terms you need to know - difference between hsa, fsa, hra ...
What You Need To Know About Estate Planning As A Millennial
21 Oct 2022
Contributed by Lukas
In this episode with Andres Mazabel (Head of sales at Trust and Will) we talk about: - why you need your estate planning done - how to complete it - w...
Listener Submitted Questions With Thomas Kopelman
14 Oct 2022
Contributed by Lukas
In this episode, Thomas (solo) answers 4 questions submitted in by the listeners of the podcast! Hope you enjoy.
The Importance Of Understanding Your Why With Money With Rachael Camp, CFP®
07 Oct 2022
Contributed by Lukas
In this episode with Rachael Camp, CFP®, we talk: - why you need to know your money story and what it can tell you - why you need to know what you va...
How To Win At Airbnb's With Taylor Jones
30 Sep 2022
Contributed by Lukas
In this episode with Taylor Jones, Short term rental expert, we talk about: - Ways to invest in short term rentals - How and why to pick a niche - Spe...
Marriage and Money: Tips For A Healthy Relationship with Ashley Quamme
23 Sep 2022
Contributed by Lukas
In this episode with Ashley Quamme, LMFT we talk: - about how marriage and finances exist - your options on how to manage your finances as a couple&nb...
Getting Into the Weeds of Bitcoin With Andy Edstrom
16 Sep 2022
Contributed by Lukas
In this episode with Andy Edstrom we dig more into Bitcoin. Andy has worked in finance his whole life, started integrating crypto into his RIA early, ...
AllStreet Wealth Turns 1, A Recap of The Year, What We Learned, and Advice For Other Business Owners
09 Sep 2022
Contributed by Lukas
In this episode with Thomas and Treyton you will hear us talk about: - What our first year was like - How to pick a business partner and even more imp...
How to Financially Plan for More Travel With Riki Cooke, CFP®
02 Sep 2022
Contributed by Lukas
In this episode with Riki Cooke we talk about; - his traveling experience -tips he has to better save and prepare for college -how to take advantage o...
Tips & Hacks for International Traveling With Peter Ciravolo
26 Aug 2022
Contributed by Lukas
In this episode with CoFounder of BC Brokerage, Peter Ciravolo, we talk about: - how he has become a digital nomad - how you can make travel more of y...
Answering The Investing Questions You Have With Jesse Cramer
19 Aug 2022
Contributed by Lukas
In this episode with blogger and new financial planner, Jesse Cramer we talk about all the basic investing questions you have: - asset allocation ...
How Psychology & Behaviors Affect How We Manage Our Money With Brendan Frazier
12 Aug 2022
Contributed by Lukas
In this episode with Brendan Frazier, we talk: - how psychology and money meet - how the way you grew up changes the way you view money - how to make ...
playing The Long Game With Content
08 Jul 2022
Contributed by Lukas
In this episode, Thomas and Treyton talk about: -what branding is -the importance of focusing on your personal brand -how to define your t...
The case for private investments with Samuel Deane
01 Jul 2022
Contributed by Lukas
In this episode with Samuel Deane we talk about: - What private investments are and why they can be great - How to be an accredited investor - H...
Why Bitcoin Isn’t Dead With Isaiah and Morgen
24 Jun 2022
Contributed by Lukas
In this episode we have on two financial planners as well as Bitcoin experts to talk: -what Bitcoin is -how Bitcoin is different than other crypto pro...
Inside the Life of a Full-Time Creator With Nicole Casperson
17 Jun 2022
Contributed by Lukas
In this episode with Nicole Casperson we chat: - What it is like to be a full time creator - Shifts we are seeing in the industry around people and br...
Why Getting Equity Should Be A Priority With Odaro Aisueni
10 Jun 2022
Contributed by Lukas
In this episode with Odaro Aisueni we talk about: -why equity should the main priority -best forms of equity -3 do's and do not's of equity And much m...
What You Need to Know About Saving for College & Career Planning With Tyler Olson
03 Jun 2022
Contributed by Lukas
In this episode with Tyler Olson we chat about: -whether pursuing your passion is the right idea -how to determine whether more school makes sense -wh...
Our Thoughts On: Terra, LUNA, and Down Markets
27 May 2022
Contributed by Lukas
In this episode Thomas and Treyton talk about all things going on in the crypto markets: -what stable coins are -what happened with Terra/Luna -if wha...
Intro To Short Term and Long Term Rental Properties With Lauren K Aumond
20 May 2022
Contributed by Lukas
In this episode with Lauren K Aumond we chat about: -her experience with rental properties -the good and the bad with owning rentals -why she pr...
Tax & Bookkeeping Mistakes to Avoid as a Small Business Owner With Brittney Suttle
13 May 2022
Contributed by Lukas
In this episode with Brittney Suttle we chat about: -common tax mistakes business owners make -how to decide when to hire -why you need good boo...
Why Millennials Should Care More About the Stock Market With Brian Feroldi
06 May 2022
Contributed by Lukas
In this episode we have on Brian to talk all things investing: -his investing journey -why he invests in individual stocks but why that probably...
Business Advice From Jason Wenk - A Serial Entrepreneur Who Has Built & Sold a $100 Million Business
29 Apr 2022
Contributed by Lukas
In this episode we have on Jason Wenk, CEO Of Altruist. You will hear: -About his journey, the businesses he has built - Advice he has for business ow...
Community lending made easy with Taylor Simpson
22 Apr 2022
Contributed by Lukas
In this episode we have on Taylor Simpson to talk about: -microlending and how his product is an investment opportunity and way to give back to others...
Mistakes/Misconceptions Around Insurance With Broc Buckles
15 Apr 2022
Contributed by Lukas
In this episode with Broc Buckles, CoFounder Of BC Brokerage, an insurance firm that partners with Fee only Financial planner, we talk about the bigge...
Just Keep Buying With Nick Maggiulli
08 Apr 2022
Contributed by Lukas
In this episode with Nick Maggiulli we rifle off 30 questions from his book that relate to your life as a millennial. Some of the topics include: -Why...
Your Guide To Understanding Taxes
01 Apr 2022
Contributed by Lukas
In this episode we chat about: - the new tax guide we dropped that you can get here by subscribing to our AllStreet Wealth newsletter: https://www.all...
Biggest Equity Comp Mistakes With Chris Arnold
25 Mar 2022
Contributed by Lukas
In this episode with Chris we talk about: -why you should prioritize equity early on -the 4 biggest mistakes people make with equity comp -some equity...
Why Bitcoin is Different Than the Rest w/ Tyrone Ross
18 Mar 2022
Contributed by Lukas
In this episode with Tyrone Ross Jr. we talk about: -why BTC is different than all other crytpoassets -how to view BTC and ETH -why the word "cryptocu...
Russia Invades Ukraine, Gas Prices Soar, Stocks are In A Recession, Crypto Having A Valuable Use Case, What Should You Be Doing?
11 Mar 2022
Contributed by Lukas
This episode is a little different than normal. We update you on what is going on in the world today and how it is going to effect you. Then we chat a...
How To Invest During A Volatile Market With Peter Lazaroff
04 Mar 2022
Contributed by Lukas
In this episode, we have the Chief Investment Officer of Plancorp, Peter Lazaroff on to talk about: -How to invest during a volatile market -How to...
Intro To Alternative Forms Of Investing With Robert Petrozzo, Co-Founder of Rally Rd
25 Feb 2022
Contributed by Lukas
In this episode with Robert Petrozzo, The co-founder of RallyRd., we talk all things alternative investments: What is alternative investing? What f...