HeyJaredThe Executive Financial Planning Podcast
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.
- Indexed episodes, last 90 days
- 32
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Tax Mistake #8: Non-Deductible IRA Contributions Are Costing You Tax-Free Growth (opens the original)
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If your income is too high for a regular or Roth IRA, you may have been making non-deductible IRA contributions. But you might be missing the next step. In this episode, Matt explains how the money you've already paid taxes on can be separated from your untaxed growth. He shows you where to check on your own return and why acting sooner means more growth that's never taxed again. You've been doing something good — here's how to do it even better. Been making non-deductible IRA contributions? We'
S2E5 Your Spouse's Benefits Plan Is Costing You (opens the original)
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Two incomes, two benefits plans. Today's episode digs into what happens when both spouses are high earners with strong benefits and how money quietly gets left on the table when they're not coordinated. Matt shares how to compare both plans side by side, when a life change like marriage or a baby should trigger a switch, and why this deserves a real review every single year. This is Episode 5 of Season 2: The Benefits Blind Spot. Many couples keep their own plans and check the same boxes year af
S2E4 You Insure Your Car, Home, and Business. But Not Your Paycheck. (opens the original)
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You insure your car, your home, and your business...but not your paycheck? The single largest asset you have! In this episode, Matt reframes the disability insurance conversation around the question that actually matters: what happens to your family if you can't physically go to work again? He explains why a "60% of salary" plan really asks your family to absorb a 40% pay cut and why employer caps leave high earners especially exposed. The goal of this episode is to help you stop thinking in per
Tax Mistake #7: Why Your Backdoor Roth IRA May Be Costing You Thousands (opens the original)
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If you're doing backdoor Roth IRA contributions, there's a real chance you're paying taxes twice on the same money and never noticing. Episode 100 breaks down exactly how it happens. Matt tells you the exact line to check, how to catch it on past returns, and how to make sure your preparer handles it correctly going forward. A simple mistake...but it happens all the time. Doing backdoor Roth conversions? We'll check your return for this exact error, at no initial cost or obligation — schedule a
S2E3 The HSA Mistake Costing High Earners Thousands (opens the original)
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Most people treat their HSA as a spending account for the year's medical bills. Used correctly, it's something far more powerful: the only account that's tax-free going in and tax-free coming out! In this episode, Matt explains why the HSA is the most underused tool for people in the highest tax brackets, how paying medical costs from other cash lets the account invest and grow untouched, and why saving your receipts lets you reimburse yourself decades later. For the right person, the tax advant
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