Stop Selling Before You Give: The Charity Tax Trap

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 costs along with options for paying out of pocket versus Medicare, and why "spending down" is often the most expensive strategy you never chose. Is long-term care insurance the right choice for you or your loved one?

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 chance, instead tune in to learn more about paying for long term (nursing) care and how to find the right fit for yourself or your loved one.

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 there far more to consider? This week Matt is joined by guest Bill Dillhoefer to discuss how relying only on intrinsic value can lead to costly mistakes in timing, taxes, and long-term planning. It's time to consider the critical role of time value, volatility, vesting schedules, blackout periods, and more!

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 you thousands of dollars in value.

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.