The Long Game

Thomas Kopelman

Booking Overview

This is a personal-finance and wealth-planning show featuring the host’s solo education alongside interviews with qualified financial professionals, business specialists, and accomplished executives. PR agencies could credibly pitch CFPs, tax and estate-planning experts, insurance or mortgage specialists, and entrepreneurs or senior executives with firsthand experience in wealth creation, business ownership, or retirement; booking difficulty is likely low.

Metrics

Episodes: 266

Frequency: Weekly

Rating: 4.7/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

YouTube: 2.0k subscribers

Instagram: 1.2k followers

Contact Information

Publicly listed emails

thomas@allstreetwealth.com

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Host

Thomas Kopelman - Wealth advisor and financial-planning professional focused on helping entrepreneurs, executives, and equity-compensation holders build wealth and make informed tax, estate, and investment decisions.

Booking Intelligence

Booking Requirements

low

Typical Credentials:

Qualified financial, tax, insurance, mortgage, and estate-planning professionals, along with business owners and senior executives who can share practical firsthand experience with wealth building, business ownership, or retirement.

Required Achievements:

CFA or CFP designation, Specialized professional expertise in financial planning, insurance, or mortgage lending, Senior executive leadership experience, Successful business growth or sale, Demonstrated experience advising high-net-worth clients or business owners

Recent Guest Discussions

Ryan Dolan - Entity Selection, Reasonable Salary, Pass-through Entity Tax, Solo 401(k) Plans, Mega Backdoor Roth Strategies, Cash Balance Plans, And Tax Savings.

Benjamin Lake - Common Financial Regrets, Idle Cash, Concentrated Stock, Business-sale Timing, Second Homes, And Qualified Small Business Stock.

Padi Goodspeed - Mortgage Qualification For Business Owners, Tax-return Requirements, Concentrated Stock, Bridge Loans, Mortgage Recasting, And Adjustable-rate Mortgages.

Nick Lease - Level-funded Plans, Health Reimbursement Arrangements, Self-funding, Health Shares, And Strategies For Controlling Benefits Costs.

Court Carruthers - Building A Successful Early Retirement, Selling A Business, And Finding Purpose After Leaving Executive Work.

Recent Topics

Finance, Financial Planning, Tax Planning, Estate Planning, Equity Compensation

Episodes

Here's the recent few episodes on

The Long Game

Stop Doing Roth Conversions at the Wrong Time (w/ Ben Lake)

October 02, 2026

In this episode, Ben Lake and I broke down one of the most misunderstood tax strategies out there: Roth conversions.We covered the windows most people miss, why down markets are actually the best time to convert, and why "taxes are going up so do Roth" is the wrong way to think about it.------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅...

How Much is Enough? (w/ Dr. Julie Gurner)

September 25, 2026

In this episode, I brought Dr. Julie Gurner back for a conversation I've wanted to have for a long time. What is enough? Not a financial planning answer. A real one. Why do the most successful people keep going? Is chasing more always bad? How do you figure out what you actually want versus what other people want for you? And what do you do once you've actually won? ------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://...

Leaving Corporate Life? Here's What Nobody Tells You About Money

September 18, 2026

In this episode, Ryan Dolan and I walked through the full financial planning playbook for solo consultants:LLC or S-CorpReasonable salaryPTETSolo 401kMega backdoor RothCash balance planWe talk about when to use each, how to stack them, and how high-earning consultants can end up saving six figures in taxes.------✅ Wealth building & tax strategy for entrepreneurs & executives: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Publicly listed emails

thomas@allstreetwealth.com

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