36 min
Beyond the Numbers: Managing Paradoxes While Solving Financial Planning Problems FIN-LYT by EWA
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- Investing
In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden unravel the complexities and paradoxes that often accompany financial decisions, aiming to simplify some of the most common financial problems clients face. Matt and Stephanie shed light on the pivotal role of financial advisors, extending beyond conventional problem-solving to address the emotional and psychological facets of financial management. The discussion underscores the irreplaceable value of financial advisors in overcoming the human challenges of regret, stress, and internal conflict, proving that the true value of their services far surpasses any fee—especially when compared to the limited solutions offered by technology and DIY approaches.Some key points include:1. Tax Planning and Control2. Investing Psychology and Inflation.3. Market Volatility vs. Hidden Dangers4. Risk Management and Insurance.5. Simplifying Complex Financial Planning6. The Holistic Role of Financial Advisors7. Embracing Financial ParadoxesThis episode is a must-listen for anyone looking to deepen their understanding of financial planning's complexities while aiming for a life that balances financial success with personal fulfillment and happiness. Whether you're striving for financial independence, planning for retirement, or navigating family financial dynamics, listen in to discover how a holistic approach to financial planning can address not just the numbers, but also the intricacies of life itself.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Mediahttps://www.instagram.com/ewa.llc/https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden unravel the complexities and paradoxes that often accompany financial decisions, aiming to simplify some of the most common financial problems clients face. Matt and Stephanie shed light on the pivotal role of financial advisors, extending beyond conventional problem-solving to address the emotional and psychological facets of financial management. The discussion underscores the irreplaceable value of financial advisors in overcoming the human challenges of regret, stress, and internal conflict, proving that the true value of their services far surpasses any fee—especially when compared to the limited solutions offered by technology and DIY approaches.Some key points include:1. Tax Planning and Control2. Investing Psychology and Inflation.3. Market Volatility vs. Hidden Dangers4. Risk Management and Insurance.5. Simplifying Complex Financial Planning6. The Holistic Role of Financial Advisors7. Embracing Financial ParadoxesThis episode is a must-listen for anyone looking to deepen their understanding of financial planning's complexities while aiming for a life that balances financial success with personal fulfillment and happiness. Whether you're striving for financial independence, planning for retirement, or navigating family financial dynamics, listen in to discover how a holistic approach to financial planning can address not just the numbers, but also the intricacies of life itself.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Mediahttps://www.instagram.com/ewa.llc/https://www.linkedin.com/company/equilibrium-wealth-advisors/ https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
36 min