The Executive Financial Planning Podcast

Why the Wrong Tax Preparer Could Be Your Most Expensive Mistake

Teaser Episode: Matt shares a sneak peek into this Friday's episode with AJ Ayers about how having the wrong tax preparer in place could be one of the costliest tax mistakes you can make.

Mom needs Care. Where should we go?

Choosing the right assisted living facility for a parent or loved one can be one of the most overwhelming decisions a family can make. In this week's episode Matt is joined by guest Anthony Coleman of CarePatrol to discuss how to navigate the process. Whether you're planning for the future or in the process of exploring options, this episode provides expert insights to make the right decision based on your family's needs and circumstances.

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!