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. HÁ 3 DIAS

    How to Make Tax Filing Easy: Pro Tips from a CPA

    In this episode of FIN-LYT by EWA, Matt Blocki is joined by Tyler Bidwell, CPA and Director of Tax at EWA, to discuss key tax strategies as filing season approaches. They break down three essential tips to ensure a smooth tax process, avoid mistakes, and maximize savings. The conversation covers proactive tax planning—why getting started in December is crucial for minimizing surprises. They highlight the importance of strong communication with your CPA to ensure tax decisions align with financial goals. Finally, they discuss why procrastination can lead to costly errors and unnecessary stress. The episode also touches on common tax filing mistakes, strategies to avoid IRS scrutiny, and how business owners and individuals alike can optimize their tax filings. 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

    12min

  2. 29 DE JAN.

    How to Unwind a Sizeable Real Estate Portfolio

    In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss strategies for unwinding a sizeable real estate portfolio. They explore the financial, tax, and lifestyle considerations involved in transitioning from active real estate ownership to a more traditional investment approach. Matt and Jamison break down key factors, including the tax implications of selling properties, the benefits of 1031 exchanges, and the impact of capital gains taxes. They also compare the long-term returns of real estate versus the stock market, helping investors assess whether holding or selling is the best move. The conversation also touches on strategies for gradually liquidating properties to optimize tax efficiency, the pros and cons of selling in bulk versus individually, and the role of real estate in generational wealth planning. Whether you’re considering an exit or just want to make smarter decisions with your portfolio, this episode provides valuable insights to help you navigate the process. 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

    20min

  3. 22 DE JAN.

    What to Do When Your Financial Advisor Retires

    In this episode of FIN-LYT by EWA, Matt Blocki, Ben Ruttenberg, and Chris Pavcic tackle an important question: What should you do when your financial advisor retires? They discuss the growing trend of advisors nearing retirement, the challenges clients face during this transition, and actionable steps to ensure your financial plan stays on track. The team covers key considerations, including whether to self-manage, transition to a new advisor, or stay with the same custodian. They dive into the importance of consolidating accounts, ensuring continuity in estate planning, and finding an advisor aligned with your long-term goals. You'll also hear tips on vetting potential advisors, understanding fee structures, and identifying red flags during the transition process. 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

    29min

  4. 14 DE JAN.

    Inside EWA: Client Case Studies II

    In this episode of FIN-LYT by EWA, Devin Faddoul and Jamison Smith dive into a real-life case study of a high-income couple with a $4.5 million net worth. They discuss how personalized financial planning can help achieve goals like financial independence, college savings, purchasing a vacation home, and making charitable contributions, all while maintaining tax efficiency. The conversation highlights strategies such as maximizing Roth contributions, utilizing the mega backdoor Roth, restructuring life insurance policies, and creating trusts for estate planning. They also tackle optimizing cash flow, managing concentrated stock positions, and aligning investment portfolios with long-term goals. Whether you're a high-income earner or seeking advanced financial planning insights, this episode is packed with actionable advice to help you make the most of your financial future. 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

    29min

  5. 7 DE JAN.

    Understanding Buy/Sell Agreements

    In this episode of FIN-LYT by EWA, Matt Blocki, Jimmy Ruttenberg, and Jamison Smith delve into the critical topic of buy-sell agreements and their role in safeguarding businesses and ensuring seamless transitions. With years of expertise, Jimmy Ruttenberg shares invaluable insights on structuring effective agreements that protect owners, stakeholders, and the business itself during pivotal moments like ownership changes, retirement, or unforeseen circumstances. The discussion highlights actionable strategies, such as choosing the right funding mechanisms, tax-efficient planning for buyouts, and aligning agreements with long-term business goals. They also explore real-world examples, emphasizing how a well-crafted buy-sell agreement can prevent conflicts, preserve value, and provide peace of mind for all parties involved. Whether you’re a business owner or an advisor, this episode is packed with practical advice to help you navigate this essential aspect of business planning. Connect with EWA ⁠ https://ewa-llc.com/⁠ / ewa.llc ⁠ / ⁠ ⁠ / ⁠ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...

    28min

  6. 2 DE JAN.

    Inside EWA: Client Case Studies I

    In this episode of FIN-LYT by EWA, Devin Faddoul and Jamison Smith break down a real-life case study of a high-income earning couple. They explore how customized financial strategies can help achieve goals like financial independence, purchasing a dream home, and supporting family, all while maintaining a tax-efficient plan. The discussion covers actionable steps, including maximizing Roth contributions, utilizing the mega backdoor Roth strategy, and adopting direct indexing for taxable accounts. They also address how to avoid lifestyle creep, optimize cash flow, and align asset allocation with long-term objectives. For physicians, they share tips on contract negotiations that can unlock significant salary increases. If you’re a high-income earner or just looking for effective financial planning strategies, this episode is packed with practical advice to help you take control of your financial future.

    25min

  7. 24/12/2024

    Retirement Account Contributions: What's New in 2025

    In this episode of FIN-LYT by EWA, Matt Blocki and Chris Pavcic break down the key financial planning updates for 2025. They cover changes to 401(k) contribution limits, catch-up rules, SEP IRAs, HSAs, and more, explaining how inflation and legislation like the SECURE Act are driving these adjustments. Matt and Chris provide actionable advice to help you take advantage of these updates, including tips on maximizing contributions early in the year and utilizing strategies like the mega backdoor Roth. They also address common mistakes to avoid, such as missing employer matches or overcontributing without understanding plan rules. If you’re looking to start 2025 with a strong financial plan, this episode offers practical insights to help you stay on track. 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

    10min

  8. 17/12/2024

    Introduction to Tyler Bidwell, CPA and EWA's Tax Services

    In this episode of FIN-LYT by EWA, Matt Blocki sits down with Tyler Bidwell, EWA's new CPA and Director of Tax Planning, to discuss the integration of tax planning into holistic financial advising. They dive into Tyler's journey to EWA, his professional background, and how his approach to proactive tax planning is set to redefine client experiences. The conversation covers key pain points in traditional CPA-client relationships, including tax surprises and inefficiencies in communication, and how EWA aims to solve them. Tyler shares insights on the importance of proactive tax strategies, seamless integration of financial and tax planning, and the innovative steps EWA is taking to eliminate common frustrations, such as missed documents or reactive tax filing. From sharing lighthearted stories about golf and career decisions to unpacking the unique value of EWA's all-in-one approach, this episode provides valuable insights for clients seeking a more streamlined and strategic approach to tax and financial planning. Don't miss this opportunity to hear how Tyler’s expertise will benefit EWA clients. 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

    36min
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Sobre

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/

Informações

  • Criado por
    EWA LLC
  • Anos de atividade
    2023 - 2025
  • Episódios
    87
  • Classificação
    Livre
  • Copyright
    © EWA LLC
  • Site do podcast
    FIN-LYT by EWA®

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