The Executive Financial Planning Podcast

Many people, including our host Matt Daugherty, didn't know that the 401(k) was invented by an individual! This week we're joined by that individual, Ted Benna, who shares what it was like to save for retirement before the 401(k), how the idea came to be, and where it may go in the future.

Have you ever been nervous to bring up certain financial topics, or shied away from discussion with peers because of an opinion you feel goes against the crowd? Listen to host Matt Daugherty, joined by his partner Matt Gottshall, as they discuss taboo financial topics so you can feel more comfortable having open discussions with those who are close to you.

Many executives are offered deferred compensation plans through their employer but don't know how to take advantage of them. If this sounds like you, join host Matt Daugherty as he talks about how deferred compensation can be a powerful tool to build wealth and create balance in your life.

In this week's episode, host Matt Daugherty discusses historical trends in the stock market as he educates and empowers listeners to see dips in the market as an opportunity instead of something to fear.

In today's competitive employment landscape, it's often difficult to find strong candidates and retain them at your company. In this week's episode, Jennifer Osborn, President and owner of TalentSENSE, shares tips on recruiting, managing, and retaining top performers. Listen to find out if you're taking the necessary steps to be the best manager you can be.

This week, Matt dives back into the world of retirement planning to discuss the 4% safe withdrawal rule. Is 4% still the "magic" number or is it outdated in today's economy? What if the market is volatile or inflation is high? Tune in to this week's episode to find out!

Open enrollment is here which means it's time to review your life insurance coverage! Although this is a topic that no one wants to think about, it can make or break your family's financial future. Join, host Matt Daugherty as he discusses how much life insurance you should really be considering for your family.

Do you hold a position, or work for a company that has blackout periods around selling your company stock? Do you get worried about trading your company stock with the knowledge you have and following Insider Trading guidelines? Join host, Matt Daugherty, as he discusses 10b5-1 trading plans and how you can set up pre-determined trading decisions around your company stock to reduce your anxiety wh...

Disability insurance is often misunderstood but can be critical for financial security when life takes an unexpected turn. Join host Matt Daugherty as he breaks down what disability insurance is and who may benefit from it most.

Do you tend to choose the same health plan year after year without really knowing what's best for you and your family? In this episode, host Matt Daugherty dives into the showdown between high-deductible health plans with Health Savings Accounts (HSAs) and traditional health plans. Matt gives real life examples to help you analyze the pros and cons of each!

Although we can all identify values that are important to us, we don't always act with those values in mind! Listen along as Doug Lennick, CEO of think2perform, shares how to link the two and make values-based decisions with your finances and everyday life.

Whether you're a seasoned financial professional or simply an employee looking to learn more about stock options, MyStockOptions.com might be the resource for you! This week's guest, Bruce Brumberg, is here to discuss MyStockOptions.com and all it has to offer in terms of articles, quizzes, modeling tools and more.

Let's talk employment! Job changes are common, and something most people will face in their career. This week's guest, Kami Brauer, JD, joins Matt to share tips and tricks for negotiating an employment agreement for a new job or negotiating a severance agreement with one you're leaving behind.

We were all raised with different values and experiences especially when it comes to money! This week, Matt talks about how important it is to listen and understand your spouse's values so that you can both get what you want out of life.

If you've been accumulating a significant amount of your employer's stock in your 410(k), listen to this episode to learn how you may be able to save substantial tax dollars by using this strategy in your retirement.

This week, host Matt Daugherty is joined by Julia Sieck to discuss how she has navigated her career at Progressive Insurance. Julia shares candid stories about strategic networking and upholding her values over the past decade and beyond.

We all have values and the choice to make decisions with those values in mind. Listen to Josh Harrell, CFP, as he and Matt discuss how you can take those values into account when it comes to your finances.

If you have incentive stock options from your company this is a must listen! Guest Matt Gottshall joins Matt Daugherty to talk about strategies such as exercising and holding your shares to potentially save thousands in taxes.

Should I contribute to the Pre-Tax part of my 401(k)? Should I contribute to the Roth part of my 401(k)? Should I do a mix of both? Tune in to hear Matthew Daugherty talk about what you need to be considering when making this decision .

In this episode, guest Connor Daugherty joins Matt to break down umbrella insurance and liability coverage -- what they are, why they matter, and how they protect your financial future.

Whether you already give to charity or would like to in the future, be sure to listen to guest Dave Haughton as he shares how to optimize your giving strategy, especially when it comes to tax savings.

Most of us will experience a career change at some point in the future. Guest Kristen Fowler joins Matt to discuss what can be negotiated when it comes time for that change and things to consider to set yourself up for the future!

Join host Matt Daugherty as he and Rhett Rybarczyk discuss strategies for the college application process and how to increase your child's chances of getting into their "reach" school.

Guest Saša Mirković joins host, Matt Daugherty, to discuss how life's 4 freedoms can help you to live out your personal "why" every day.

Are you holding too much stock in the company that you work for? In this episode, host Matt Daugherty discusses this and other things to consider as you navigate your restricted stock.