The Executive Financial Planning Podcast

62% of women leave meetings with their financial advisor more confused than when they walked in.  80% of high-net-worth women either don’t have an advisor or don’t like the one they’ve got. Matt sits down with Heather Ettinger — 37-year industry veteran, founder of Luma Thrive, and author of Lumination,  to expose why the industry keeps failing smart, successful women and exactly what to demand in...

Most people never fire their financial advisor — even when that advisor has never once asked what they actually want out of life. In this episode, we break down three questions almost nobody thinks to ask when choosing (or vetting) a financial advisor, why “are you a fiduciary?” is the wrong question if you don’t already work in finance, and why executives with equity compensation need someone who...

The classes your kid picks this spring — right now — will shape which colleges say yes senior year. College counselor Rhett Rybarczyk returns to reveal what actually moves the needle on a transcript, why “just take all the APs” can backfire, and the one document (the school profile) that quietly frames how colleges read your child’s entire record.

Teaser Episode: To lead us into Friday's episode, Matt talks about one of the most important skills every parent needs: communicating effectively with your children. Returning guest, Rhett Rybarczyk, continues the conversation later this week with a focus on the high-stakes years leading up to college.

In a world of instant gratification, how do you raise children who are both financially confident and genuinely responsible? In this episode, Matt is joined by guest Lynette Khalfani-Cox to explore the delicate balance between empowering your kids with financial literacy while avoiding an entitlement mindset that can derail their future.

Teaser Episode: Your kids won't inherit your spreadsheets; they'll inherit your habits. Matt leads us into Friday's episode, with guest Lynette Khalfani-Cox, discussing key steps in modeling your financial values to your children.

You exercise your incentive stock options. You don't sell a single share. No cash ever hits your account — and then your accountant calls with a six-figure tax bill on a "gain" that exists entirely on paper. That's the Alternative Minimum Tax, and for anyone holding ISOs it's the most expensive surprise in equity compensation. In this episode, Matthew Daugherty sits down with...

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.

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 decis...

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?

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.

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 ti...

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.

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.

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.

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...

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!

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.

Have you been wondering what Trump Accounts are or if you should open one for your child? Join host Matt Daugherty, and his partner Matt Gottshall as they break down all you need to know about Trump Accounts; the match, who qualifies, and whether they deserve a place in your financial plan.

Do you have stock options with your company, and get overwhelmed trying to understand terms like "Sell to Cover" and "Cashless Exercise" when it comes to your options? Join your host Matt Daugherty as he breaks down different strategies you can use to exercise your stock options, and which may be the best path for you.

If you've ever wondered whether real estate is a good investment option for you, you're in the right place! In this week's episode, Matt is joined by guest Mark Shuler who has spent the last several years buying and renovating multi-unit properties. Mark shares what it really takes to be successful in real estate along with some associated risks.

Do you know how much money you're "burning through" each month? Most people don't but it's essential to maintaining a financially balanced life. In this episode, Matt Daugherty breaks down how to calculate your personal burn rate, why it matters, and how you can leverage this to set yourself up for financial freedom.

In this episode, Matt Daugherty explores the psychological tension between abundance and scarcity mindsets and how they shape your financial decisions. From two extremes of spending and saving, he reveals practical strategies for recognizing when each mindset serves you well and when it holds you back, helping you build a healthier relationship with money.

In this episode of The Executive Financial Planning Podcast, host Matt Daugherty explains why reviewing your tax return is critical for professionals with equity compensation—and how to catch errors before they become costly problems. He covers common mistakes that we see come up year after year. Whether you work with a CPA or file yourself, this episode gives you the tools to spot red flags on va...

In this week's episode we dive into one of the most powerful (and often overlooked) ways to raise confident, capable leaders: youth sports. Join host Matt Daugherty and guest Ryan Virtue from Positive Coaching Alliance as they discuss tools to empower your children to become better athletes and better people. PCA_100PointExercise_attachment.pdf