EP Wealth Insights

EP Wealth Advisors
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EP Wealth Insights brings together voices from across EP Wealth Advisors to share expert perspectives on topics that matter most in your life and finances.

  1. Aug 27

    Building Wealth Through Your Business (6/6): Business Continuity- Building a More Resilient Business

    Business continuity planning is more than preparing for disasters. It can strengthen your company and increase its long term value. Learn how planning ahead builds resilience, credibility and confidence for employees, customers and future buyers.

    Building Wealth Through Your Business (6/6): Business Continuity- Building a More Resilient Business

  2. Aug 27

    Building Wealth Through Your Business (5/6): More Than a Money Manager- The Advisor as Accountability Partner

    A financial plan only works if you continue to follow it. Explore how accountability, objective guidance and long term perspective can help business owners stay focused on what matters most and make better decisions over time.

    Building Wealth Through Your Business (5/6): More Than a Money Manager- The Advisor as Accountability Partner

  3. Aug 27

    Building Wealth Through Your Business (4/6): Mind the Gap- When Your Wealth Plan Falls Behind Your Business

    As your business grows, your financial strategy should evolve with it. Learn why tax planning, estate planning, insurance, budgeting and long term wealth strategies all need regular attention as your business matures.

    Building Wealth Through Your Business (4/6): Mind the Gap- When Your Wealth Plan Falls Behind Your Business

  4. Aug 27

    Building Wealth Through Your Business (3/6): The Three Rs- Reinvest, Reward or Repurpose

    Every dollar your business earns requires a decision. Learn how the Three Rs, Reinvest, Reward and Repurpose, provide a simple framework for balancing business growth with personal wealth creation and long term financial independence.

    Building Wealth Through Your Business (3/6): The Three Rs- Reinvest, Reward or Repurpose

  5. Aug 27

    Building Wealth Through Your Business (2/6): Three Mistakes Business Owners Make Building Wealth

    Many business owners unintentionally limit their long term wealth by delaying exit planning, relying too heavily on their business for financial security and overlooking the importance of liquidity. Discover practical ways to build flexibility and resilience before unexpected challenges arise.

    Building Wealth Through Your Business (2/6): Three Mistakes Business Owners Make Building Wealth

  6. Aug 27

    Building Wealth Through Your Business (1/6): Your North Star- Business and Personal Wealth

    Your business and personal wealth plan should work together, not compete with each other. Learn how defining a personal "North Star" can help guide business decisions, clarify long term priorities and build toward lasting financial independence.

    Building Wealth Through Your Business (1/6): Your North Star- Business and Personal Wealth

  7. Jul 12

    Paths Through Divorce (7/7): Post-Divorce Financial Roadmap

    Paths Through Divorce: Post-Divorce Financial Roadmap With the divorce final, Kathy Costas, a financial advisor and Certified Divorce Financial Analyst (CDFA), explains that many people feel grief and fear about next steps, especially how to avoid running out of money. She describes how post-divorce finances differ from married life, particularly for those relying on support payments, requiring buffers and backup plans, and often a lower risk tolerance in investments. She emphasizes starting with budgeting to align spending with a now single-household reality, then reviewing assets, tax implications, and potential capital gains from liquidation. Costas outlines creating a reliable, tax-efficient income strategy with appropriate risk, updating estate plans (trust and will), reviewing insurance, and tracking loose ends such as QDRO follow-through, future bonuses, and vesting restricted stock units by creating a timeline map for key financial decisions. 00:00 Divorce Is Final 00:31 Meet Your Financial Guide 00:57 Why Money Changes Now 01:34 Start With A Budget 02:06 Build A Reliable Income 02:54 Update Legal And Insurance 03:17 Track Loose Ends 03:39 Your Next Chapter EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit ⁠epwealth.com⁠ (http://epwealth.com/) to find out more. 🎙️ Podcast Production by Spoken Podcasts:⁠ ⁠⁠https://spokenpodcasts.com

    Paths Through Divorce (7/7): Post-Divorce Financial Roadmap

  8. Jul 12

    Paths Through Divorce (6/7): Gray Divorce- Financial Aftermath and Planning

    Paths Through Divorce: Gray Divorce Financial advisor and CDFA Kathy Costas of EP Wealth Advisors explains that “gray divorce” has surged in the past 5–10 years, with divorces among people 55+ growing fastest, driven by strong housing and financial markets, greater financial independence and inheritance for women, and longer, higher-quality life expectancy leading older couples to leave unhappy marriages. Kathy describes unique challenges for older or retired clients, including dividing fixed retirement income, handling the home as a major asset amid capital gains taxes and mortgage qualification limits, and considering options like 55+ communities or reverse mortgages. She also highlights health insurance strategies such as legal separation to keep employer coverage until Medicare, Social Security claiming rules for divorced spouses, required minimum distributions and tax/Medicare impacts, and preserving life and long-term care insurance. She emphasizes navigating divorce less destructively to maintain family relationships for later-life milestones. 00:00 Gray Divorce Explained 00:17 Why It’s Rising 01:11 Meet the Expert 01:32 Splitting Retirement Income 02:02 Home and Housing Options 02:48 Health Insurance Strategies 03:24 Social Security and Taxes 04:21 Insurance and Long Term Care 05:17 Divorce Without Destroying Family EP WEALTH ADVISORS: EP Wealth Advisors, LLC ("EP Wealth") is a leading independent registered investment adviser ("RIA") on a mission to provide clients with honest and objective advice through personalized financial planning, customized investment portfolios, and integrated tax and estate planning. Visit ⁠epwealth.com⁠ (http://epwealth.com/) to find out more. 🎙️ Podcast Production by Spoken Podcasts:⁠ ⁠⁠https://spokenpodcasts.com⁠

    Paths Through Divorce (6/7): Gray Divorce- Financial Aftermath and Planning
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About

EP Wealth Insights brings together voices from across EP Wealth Advisors to share expert perspectives on topics that matter most in your life and finances.

Information

  • Creator
    EP Wealth Advisors
  • Years Active
    2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © EP Wealth Advisors
  • Show Website
    EP Wealth Insights