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 directly to charities versus using a donor advised fund. We discuss bunching strategies, why a separate giving account matters, and how to make your generosity work as hard as you do.

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 in tax savings.

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 should think about cash as the most powerful, flexible asset in their financial life. From emergency funds to opportunity funds, learn how to make your cash work harder while keeping you ready to move when it matters most.

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 no one on your financial team has ever mentioned it. Today we're talking about 351 Exchanges -- join host Matt Daugherty and guest Jack Vogle as they share all you need to know!

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 as he breaks down six of the most commonly used investment strategies for college planning along with pros and cons of each.