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PODCAST

The Executive Financial Planning Podcast

Balanced Wealth Group

Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.

business investing

All Episodes

00:39:32

Taboo Financial Topics with Matt Gottshall

The Executive Financial Planning Podcast ·

2025/12/07

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.

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00:18:53

Unlocking the Potential of Deferred Compensation Plans

The Executive Financial Planning Podcast ·

2025/11/22

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.

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00:16:54

Corrections, Bear Markets and Opportunities

The Executive Financial Planning Podcast ·

2025/11/15

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.

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00:38:35

Hiring and Maintaining Top Talent with Jennifer Osborn

The Executive Financial Planning Podcast ·

2025/10/31

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.

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00:19:28

Will the 4% Safe Withdrawal Rule Still Work?

The Executive Financial Planning Podcast ·

2025/10/24

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!

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00:17:22

How Much Life Insurance Should I Consider During Open...

The Executive Financial Planning Podcast ·

2025/10/18

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.

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00:26:28

10b5-1 Trading Plan: Minimizing Impact of Blackout...

The Executive Financial Planning Podcast ·

2025/10/03

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 when it comes to these decisions!

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00:16:44

Understanding Disability Insurance

The Executive Financial Planning Podcast ·

2025/09/22

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.

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00:24:55

HSA vs. Traditional: The Health Plan Showdown

The Executive Financial Planning Podcast ·

2025/09/17

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!

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00:49:05

Get in Touch with Your Values with Doug Lennick

The Executive Financial Planning Podcast ·

2025/09/05

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.

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00:35:13

MyStockOptions.com with Bruce Brumberg

The Executive Financial Planning Podcast ·

2025/09/03

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.

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00:44:27

Negotiating Employment and Severance Agreements with...

The Executive Financial Planning Podcast ·

2025/08/27

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.

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00:22:26

Happy Spouse, Happy Life

The Executive Financial Planning Podcast ·

2025/08/16

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.

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00:16:26

Saving Taxes with Net Unrealized Appreciation

The Executive Financial Planning Podcast ·

2025/08/08

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.

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00:40:19

Climbing the Ladder with Julia Sieck

The Executive Financial Planning Podcast ·

2025/08/02

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.

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00:39:07

Balancing your values with your resources

The Executive Financial Planning Podcast ·

2025/07/25

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.

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00:40:58

32: Reducing Taxes by Exercising and Holding...

The Executive Financial Planning Podcast ·

2025/06/18

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.

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00:27:17

31: Contributing to my 401(k) when I'm in the top tax...

The Executive Financial Planning Podcast ·

2025/05/23

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 .

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00:31:17

30: Private Insurance Solutions

The Executive Financial Planning Podcast ·

2025/04/16

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.

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00:30:49

29: Getting More Tax Savings From Your Charitable Giving

The Executive Financial Planning Podcast ·

2025/04/06

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.

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45 results

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