The Executive Financial Planning Podcast

Publicly listed emails

team@choosebalance.com

marketing@choosebalance.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

The Benefits Blindspot Isn’t at Work; It’s at Home - Improving Retention

October 12, 2026

Twenty-six years ago, Larry Salazar left his dream job in aerospace because he couldn’t afford a home in Southern California. Now he’s president and COO of NestSTEPS, which turns homeownership into an employee benefit. In this episode, Larry and Matt discuss why housing security affects productivity and employee retention. This episode is for leaders who shape their company’s benefits!Join Larry's newsletter to learn more about what a homeownership benefit could do for retention, producti...

S2 E10 Benefits Review: A Repeatable Process for Executives

October 09, 2026

In the season finale of The Benefits Blind Spot, Matt pulls the whole season together into a repeatable process you can run every year. Revisiting the real stories behind the season: surprise deferred comp tax bills, HSAs spent instead of invested, families hit hard by disability or underinsurance, and executives who forgot to make their elections. Then he lays out the steps to build your benefits calendar and time-block before each key date. Until the next season of The Executive Financial P...

Tax Mistake #10: Paying Taxes on 401(k) Distributions That Are NOT Taxable

October 07, 2026

Putting after-tax dollars into a 401(k)? Part of each distribution may not be taxable. But the 1099 often shows the full amount with "taxable amount not determined" checked, resulting in many returns treating every dollar as taxable. In this Wednesday Tax Mistake, Matt explains how to check lines 5a and 5b on your 1040, what it means if they match, and what steps you can take if a correction is needed. Looking to have an advisor review your most recent tax return? Schedule a call at...

The Grass is Greener · Medium booking difficulty · 100 - 1,000 listeners

Henssler Money Talks · Low booking difficulty · 100 - 1,000 listeners

Relax, It’s Retirement Podcast · Low booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Executive Financial Planning Podcast?

The Executive Financial Planning Podcast is hosted by Matt Daugherty. Its publicly listed emails are team@choosebalance.com and marketing@choosebalance.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Executive Financial Planning Podcast?

The publicly listed emails for The Executive Financial Planning Podcast: team@choosebalance.com and marketing@choosebalance.com.

How many listeners does The Executive Financial Planning Podcast have?

Podseeker estimates The Executive Financial Planning Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Executive Financial Planning Podcast?

The Executive Financial Planning Podcast typically books working professionals with real expertise. Typical guest background: Practicing specialists in financial planning, tax strategy, estate planning, Social Security, or equity compensation with demonstrable client-facing expertise. Recent guests include Daniel Hurley.

How hard is it to get booked on The Executive Financial Planning Podcast?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Executive Financial Planning Podcast cover?

Recent episodes cover Equity Compensation, Tax Planning, Estate Planning, Retirement, and Financial Planning. Pitch an idea tied to one of these topics and mention a recent episode.