FIN-LYT by EWA®

EWA LLC
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FIN-LYT by EWA®

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

  1. 9 GIỜ TRƯỚC

    AI Meets Advisory

    In this episode of FIN-LYT by EWA, Matt Blocki is joined by Chris Pavcic and Jamison Smith to explore how artificial intelligence is reshaping the financial advisory industry, both behind the scenes and directly for clients. They dive into how EWA is using AI today, its potential for the future, and what that means for the advisor-client relationship.From simplifying tax code research to streamlining internal workflows and even designing office spaces or managing budgets, Matt, Chris, and Jamison share real-world ways AI is saving time and improving client service. They explain how AI is enhancing, rather than replacing, high-value advisory work by handling routine, data-heavy tasks more efficiently. This episode offers a thoughtful and engaging look into the future of finance. Connect with EWA ⁠https://ewa-llc.com/ ⁠https://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

    23 phút

  2. 10 THG 6

    Let's Talk Prenups

    In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith tackle the sensitive but essential topic of prenuptial agreements. Often misunderstood and stigmatized, prenups are reframed here as practical financial tools and not as signs of mistrust. Drawing on years of experience with high-net-worth clients, they share how prenups can provide clarity, transparency, and peace of mind for both partners before entering a marriage.The conversation dives into what happens when a prenup isn’t in place, where state laws determine asset division, often with unintended and costly consequences. Matt and Jamison explore real-life cases involving business ownership, inheritances, child support, and debt, highlighting how thoughtful planning can avoid legal battles and emotional stress. They also explain how to structure a prenup fairly, with a focus on protecting both parties while maintaining mutual respect and shared goals.Above all, the episode encourages couples to view prenups as an opportunity for open dialogue about finances and future expectations. Whether it's a first marriage or a more complex second union, having these conversations early can lead to stronger partnerships and better outcomes. Both emotionally and financially. Connect with EWA ⁠ https://ewa-llc.com/ ⁠https://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

    35 phút

  3. 3 THG 6

    10 Financial Lessons to Teach Your Kids

    In this episode of the EWA FIN-LYT Podcast, the team shares 10 powerful financial lessons every parent should pass on to their kids. Ben, Devin, and Matt share the value of hard work and saving, understanding credit, investing, and giving back. Whether you’re raising young children or preparing teens for financial independence, these insights can help set the next generation up for long-term success.Some topics include:Saving, spending & giving strategiesRoth IRAs for teensTeaching compound interestThe importance of financial mistakes Connect with EWA ⁠https://ewa-llc.com/⁠ https://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

    19 phút

  4. 27 THG 5

    EWA Stock Market and Portfolio Update Q2 2025

    In this mid-quarter update, EWA provides timely insight into recent trades and the evolving market environment. Matt Blocki shares a detailed overview of strategic portfolio shifts, policy developments, and the macroeconomic backdrop shaping Q2 2025. The commentary highlights how EWA is actively managing portfolios to balance near-term risks with long-term opportunities. The commentary reaffirms EWA’s long-term investment approach, focused on resilience, diversification, and high-conviction ideas. Staying disciplined amid noise and policy uncertainty remains a cornerstone of the firm’s portfolio philosophy. 1. Trade recap and tactical adjustments (0:29) 2. Policy volatility and macro backdrop (3:01) 3. Market sentiment and inflation outlook (6:18) 4. Labor markets and interest rate expectations (12:03) 5. International bond strategy (15:11) Connect with EWA: https://ewa-llc.com/ Follow Us on Social Media: https://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

    18 phút

  5. 20 THG 5

    Saving More Than Your 401k

    In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Jamison Smith delve into the critical topic of saving beyond a 401(k), especially for high-income earners. They explore why maxing out a retirement plan is often insufficient for long-term financial independence, using real-life scenarios and calculations to illustrate the gaps that can arise. The discussion covers strategic saving through Roth accounts, HSAs, brokerage accounts, and direct indexing. With an emphasis on reverse budgeting and proactive planning, Matt and Jamison highlight how disciplined, tax-efficient saving can ensure both financial security and lifestyle flexibility. Especially, for professionals seeking early retirement or greater autonomy over their financial futures. Connect with EWA ⁠ https://ewa-llc.com/ ⁠https://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

    18 phút

  6. 13 THG 5

    Qualified Small Business Stock (QSBS): A Strategic Tax Planning Tool

    In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Jamison Smith break down the powerful tax-saving tool known as Qualified Small Business Stock (QSBS). Discover how small business owners can potentially avoid millions in capital gains taxes when selling their business by meeting a few key IRS criteria. From understanding the C-Corp requirement to leveraging trusts and structuring ownership wisely, this episode provides real-life examples and practical insights for entrepreneurs, tech founders, and investors alike. The conversation covers what QSBS is, who qualifies, strategic tax-saving approaches, potential pitfalls, and state-specific considerations. If you're a business owner planning an exit or an investor in startups, this is a must-watch! Connect with EWA ⁠ https://ewa-llc.com/⁠https://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

    12 phút

  7. 6 THG 5

    Roth Strategies: What You Need to Know

    In this episode of FIN-LYT by EWA, Jamison Smith and Chris Pavcic demystify Roth strategies covering backdoor Roth IRAs, mega backdoor Roths, and Roth conversions, and explain why now may be the most critical time to take advantage of them. With tax rates at historic lows and future legislation uncertain, Jamison and Chris walk through how high-income earners and retirees alike can use Roth accounts to minimize taxes, avoid costly required minimum distributions (RMDs), and create more flexible retirement income. The conversation also explores strategic uses of employer-sponsored plans and side income to fund Roths. From tax efficiency to legacy planning, this episode is full of insights for maximizing long-term financial freedom. Connect with EWA ⁠ https://ewa-llc.com/⁠ https://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

    20 phút

  8. 29 THG 4

    Choosing the Right Business Structure

    In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive deep into a critical topic for entrepreneurs and professionals alike: business entity structures. Choosing the right business structure can impact your taxes, liability protection, administrative burden, and long-term wealth-building opportunities. Matt and Jamison walk through the pros and cons of sole proprietorships, multi-member LLCs, partnerships, S Corporations, and C Corporations. Whether you're starting a new business, managing a side hustle, or preparing to sell a company, understanding these structures can help you avoid costly mistakes and maximize financial efficiency. They break down real-world examples of when a sole proprietorship makes sense (and when it doesn’t), how LLCs provide flexible protection without unnecessary complexity, and why S Corporations might save you taxes. They also highlight when a C Corporation could be the best option. From minimizing self-employment taxes to optimizing retirement plan contributions and preparing for an eventual exit, this episode equips you with the essential knowledge to choose (or rethink) your business entity structure based on your goals. No matter if you're a physician with consulting income, an entrepreneur scaling a startup, or a seasoned business owner preparing for an exit, this conversation will equip you with the insights needed to build your business on the right foundation. Connect with EWA ⁠https://ewa-llc.com/⁠ https://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

    17 phút
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/5
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Giới Thiệu

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

Thông Tin

  • Nhà sáng tạo
    EWA LLC
  • Năm hoạt động
    2023 - 2025
  • Tập
    105
  • Xếp hạng
    Sạch
  • Bản quyền
    © EWA LLC
  • Trang web chương trình
    FIN-LYT by EWA®

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