The Executive Financial Planning Podcast

Join host Matt Daugherty to learn how to make the most out of your bonus to benefit your present and future self

It's that time of year when your company may be granting you stock options! Follow along with host Matt Daugherty as he discusses ways that may reduce your tax bill and boost returns.

State taxation can be difficult to understand, especially when you have equity compensation to consider. Join guest Dan Hodgin, CPA, to learn what you should consider before moving across state lines.

Guests Jeff Davis and Jean Bonko join host Matt Daugherty to share their respective experiences about navigating Ex Pat positions and their travel around the world.

Detria Courtalis, VP of Sales, Pandora North America, discusses the humble beginnings of her career and how balancing success and her family has allowed her to rise up the corporate ladder.

When confronted with the loss of a loved one, dealing with their financial matters can be overwhelming. Host Matt Daugherty talks through some experienced viewpoints on how to smooth out the settlement process for yourself and everyone impacted.

Matt Daugherty brings it back to the basics: how can you start to make smart financial decisions to improve balance and freedom in your life?

Matt Daugherty and his client Paula Janmey, On-Site Director of The Goddard School North Ridgeville, discuss how she leveraged personal values, a passion for education, and wise financial choices to parlay a twenty-two year career as an engineer and Director at Energizer into successful ownership of a local branch of The Goddard School.

Matt and Dennis Dlugosz, CPA, CCIFP sit down and talk about what's important in successfully building a business, from finances to operations and everything in between.

Matt Daugherty and Andrew Coleman, Managing Director and Market Leader for CBRE Cleveland & Akron, chat about when you might consider investing in real estate, what types of property to consider, and what it takes to make real estate investing work for you.

In this episode, Matt Daugherty CFP® CRPC® ECA and friend/Chief Brand Officer of First Watch Restaurants Matt Eisenacher talk about the importance of having open conversations with your company about benefits, avoiding tax surprises, and the courage it takes to make leaps of faith to align with like-minded individuals in your career. Plus, hear about the crucial role of supportive leaders in achie...

How do you appreciate what you have and resist the urge to let expectations spoil reality? Host Matt Daugherty gets personal and discusses some challenges he's faced in realizing contentment.

Everyone likes the sound of paying less in taxes, and using nonqualified deferred compensation plans can bea way to do that. But does that mean that's the right decision for you? In this episode, Matt Daugherty CFP® CRPC® ECA addresses deferred compensation plans and the risks associated with them.

So, you're retiring early. Congratulations! You've worked hard and saved for this. Now, how do you use and protect those hard earned funds? Matt Daugherty CFP® CRPC® ECA has helped many of his clients do this successfully, and in this episode, he shares some of that experience with you.

Having a comprehensive estate plan is important. But do you need a Trust? That depends. In this episode, host Matt Daugherty CFP® CRPC® ECA talks you through some examples of why establishing one may or may not be the right choice for you and your family. You can trust him.

Getting rich quickly isn’t as quick a process as you’d like to think. It’s a marathon, not a sprint—steady saving, smart investing, and emotional resilience are key. Listen as host Matt Daugherty explains the power of compounding, and how the difference between earning 5% and 7% is a lot more than you think.  Learn how sales tactics, paid advertisements and stock market digests can  be misleading....

You probably don't get to choose whether you get stock options or restricted stock options from your company--but in this short and sweet episode, Matt Daugherty CFP® CRPC® ECA tells you what you should understand about exercising both of these unique types of equity compensation.

Matt Daugherty CFP® CRPC® ECA brings colleague Matt Gottshall CFP®, ECA into the discussion on the "yeses", "nos", and "maybes" of Employee Stock Purchase Plans.

Matt Daugherty CFP® CRPC® ECA talks through some fundamentals on what to consider when you're considering hiring a financial advisor. cfp.net

Avoiding overconcentration in your company's stock may be trickier than you think. Matt Daugherty CFP® CRPC® ECA talks about strategies to manage this risk... and the beloved game of Battleship.

Matt Daugherty CFP® CRPC® ECA gives an overview of how he helps executives manage their executive compensation from a tax perspective.

Matt Daugherty CFP® CRPC® ECA discusses the complexities of executive benefit packages, and how to get the most out of what your company offers. Sources: disabilitycanhappen.org ssa.gov irs.gov

Matt Daugherty CFP® CRPC® ECA introduces The Executive Financial Planning Podcast and talks balance.