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5 Missteps to Avoid in Your Financial Plan
In this episode of FIN LYT by EWA, Matt Blocki, Chris Pavcic, and Jamison Smith discuss five crucial things you should avoid in your financial plan and shed light on the potential risks and pitfalls associated with various financial strategies. They draw from real life experiences with clients throughout their careers as advisors.
Included in their list are Initial Public Offerings (IPOs)
likening some IPOs to pump and dump schemes, hedge funds that aim to outperform the market and “indexed universal anything” including annuities and indexed life insurance contracts. Learn more about hidden fees and limitations that can significantly impact your returns and accessibility to capital. They also discuss various tax-related scams and the significance of prudent tax planning, drawing attention to schemes that target unsuspecting taxpayers during filing season.
Join the EWA team as they empower you with the knowledge and insights you need to build a resilient financial plan and make wise investment decisions.
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 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
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By EWA LLC
5
5151 ratings
In this episode of FIN LYT by EWA, Matt Blocki, Chris Pavcic, and Jamison Smith discuss five crucial things you should avoid in your financial plan and shed light on the potential risks and pitfalls associated with various financial strategies. They draw from real life experiences with clients throughout their careers as advisors.
Included in their list are Initial Public Offerings (IPOs)
likening some IPOs to pump and dump schemes, hedge funds that aim to outperform the market and “indexed universal anything” including annuities and indexed life insurance contracts. Learn more about hidden fees and limitations that can significantly impact your returns and accessibility to capital. They also discuss various tax-related scams and the significance of prudent tax planning, drawing attention to schemes that target unsuspecting taxpayers during filing season.
Join the EWA team as they empower you with the knowledge and insights you need to build a resilient financial plan and make wise investment decisions.
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 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
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