FIN-LYT by EWA®

By EWA LLC

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, w... more

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FAQs about FIN-LYT by EWA®:

How many episodes does FIN-LYT by EWA® have?

The podcast currently has 139 episodes available.

FIN-LYT by EWA® episodes:

February 15, 2024 Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal Growth
In this special episode of FIN LYT by EWA, Matt Blocki welcomes his lifelong friend, client, and accomplished business owner, Matt White. In this deeply engaging conversation, they delve into Matt White's transformative journey from a finance enthusiast to a technology entrepreneur behind TSI Video, a leader in onboard video surveillance solutions for public transit across North America.

Discover the pivotal moments that shaped TSI Video's trajectory, including the strategic shift from reselling to developing proprietary products and navigating the complex process of business transition from one generation to the next. Matt White shares the invaluable lessons learned from these experiences, emphasizing the critical role of building strong rapport with employees, fostering meaningful relationships with clients and vendors, and the importance of adaptability in business.

Listen as they explore the profound impact of personal relationships on professional success, including Matt's close relationship with his father that evolved through the business's challenges and triumphs, and how these experiences have shaped his approach to leadership and personal growth. Matt also offers insights into managing the delicate balance between professional ambitions and personal life, introducing a refreshing perspective on work-life tension as a positive and necessary force for growth and fulfillment.

This episode is full of personal connection, shared wisdom on navigating business management, personal development, and the art of maintaining focus amidst the allure of new opportunities. It's a must-listen for entrepreneurs, business leaders, and anyone interested in the dynamics of family-run businesses and the pursuit of a balanced, purposeful life.

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
...more
1h 19min
February 08, 2024 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

...more
33min
February 01, 2024 Master Travel through Points and Miles with Bryce Conway of 10x Travel
In this week’s episode of FIN-LYT by EWA, Matt Blocki welcomes special guest, Bryce Conway, Founder of 10x Travel. Bryce shares invaluable insights and resources for individuals and couples looking to unlock the power of travel using points and miles. Matt and Bryce dive into the following and more in this episode:

• How to identify a starting point for anyone interested in free travel

• How to access 10x Travel's website, where you can access their free course on leveraging points and miles for incredible travel experiences.

• How 10x Travel can help you extract maximum value from your existing rewards points, including Amex points.

• How to utilize 10x Travel's award-winning booking service, available on their website. This service is your key to optimizing your points and miles for various travel bookings, making your dream vacations a reality.

• How to access and explore a wealth of free resources including a Facebook group in which travelers share their experiences

• How to save time and reducing stress when planning your travel

If you're ready to take your travel game to the next level and explore the world using points and miles, this episode is your gateway to a world of adventure and financial savvy. Once you embark on the points and miles journey, there's no turning back. You'll be hooked on a world of limitless possibilities, unforgettable experiences, and financial freedoms.

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
...more
1h 6min
January 18, 2024 Student Loan Strategies: Options for Education Financing , Repayment and Forgiveness
In this week's podcast, Matt Blocki, Chris Pavcic and Jamison Smith provide crucial insights into the world of student loans, catering to both parents preparing to send their kids to college and individuals already grappling with student loan debt. They stress the importance of financial stress tests, akin to those used in home purchases, to help individuals make informed decisions about housing expenses and loan amounts within their financial capacity.
On topic of student loans, they highlight the burden that loans can place on young adults, potentially hindering their financial success. They introduce the "one times your expected income" rule, emphasizing that school loan balances should align with anticipated incomes based on chosen majors.
The episode explores various repayment options, distinguishing between federal and private loans in terms of repayment terms and offering insights into loan refinancing. A significant portion is dedicated to unraveling the intricacies of the Public Student Loan Forgiveness (PSLF) and SAVE programs, outlining eligibility criteria and sharing real-life success stories.
Whether you're a parent planning for your child's education or an individual dealing with student loan debt, this podcast equips you with the insights needed to make informed financial 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
...more
35min
January 11, 2024 Protecting Your Finances and Data: Cybersecurity Essentials
In this episode of FIN LYT by EWA, Matt Blocki and Jamison Smith dive into the critical topic of cybersecurity. As the digital landscape evolves, so do the threats to our personal and financial information. Matt and Jamison offer insights and advice on how individuals can safeguard themselves proactively and reactively in the digital age.

They discuss the alarming prevalence of cyberattacks in organizations, particularly during the pandemic and stress the importance of staying vigilant and proactive in the face of these threats.

Topics include:
1. Risks of using public Wi-Fi networks and the benefits of personal hotspots
2. The importance of strong, unique passwords with two-factor authentication
3. Recognizing and thwarting phishing attempts
4. Setting up recovery mechanisms for email accounts
5. Cybersecurity insurance programs
And more!
This episode underscores the urgency of being proactive in safeguarding your financial accounts and promptly addressing any security breaches. It also stresses the importance of making informed choices when selecting financial advisors and custodians. with robust cybersecurity measures in place.
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

...more
32min
January 04, 2024 Navigating NIL: Financial Literacy and College Athletics
In this episode of FIN LYT by EWA, Matt Blocki and Ben Ruttenberg discuss the world of NIL (Name, Image, Likeness) in college athletics. Ben, a self-professed sports enthusiast, discusses the significant changes in the college athletic landscape due to NIL and its implications for student-athletes' financial literacy.

They explore the origins of NIL and why it was adopted by the NCAA in 2021 and emphasize the opportunities it provides for student-athletes to profit without jeopardizing their eligibility. The conversation explores the financial implications of NIL income, tax considerations, and strategies for managing newfound wealth. They stress the importance of setting aside money for taxes, using separate bank accounts, and considering retirement plans like 401(k)s. Lastly, they dig into how athletes can balance increased social pressures and responsible financial planning.

Tune in to gain valuable insights into the evolving world of NIL and financial literacy in college athletics

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

...more
31min
December 28, 2023 10 Ways to Supercharge Your Financial Plan in 2024
In this episode, Matt Blocki and Jamison Smith discuss the top 10 tips that can impact your financial planning for 2024. With the IRS adjusting its limits to account for inflation, it's essential to stay informed about these changes and how they can affect your financial future.
They discuss 401(k)s and the nuances of the 402(g) and 415(c) limits, Roth IRAs, Social Security tax changes, HSA contribution limits, tax brackets, estate planning, 529 plans, the standard deduction and more!
Matt and Jamison provide practical tips and strategies for optimizing your financial plan, whether you're a high-income earner or looking to secure your family's financial future. Tune in and share this episode with friends and family who want to make the most of their financial journey and have financial clarity.
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

...more
11min
December 21, 2023 Investing Cash Into The Market: Market Timing, Psychology, and the Long Game
In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive deep into the world of investing, discussing the common struggles individuals face when deciding when and how to put their cash into the stock market. They address the top three objections people have when considering investing their cash, including concerns about high valuations and waiting for market drops. The hosts also explore the psychological aspect of investing and how it impacts decision-making.
The episode takes a data-driven approach, examining historical trends and statistics to dispel common myths about market timing. They emphasize the importance of a long-term financial plan and explain the pros and cons of strategies like dollar-cost averaging.
Matt and Jamison also discuss the relationship between interest rates and stock prices and debunk the misconception that rising interest rates are always bad for stocks. They provide valuable insights into why long-term investing and discipline are key to achieving financial goals.
Tune in to gain a better understanding of how to approach investing with a focus on the long-term, backed by data and sound principles.
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

...more
29min
December 14, 2023 Simplifying Medicare and Healthcare Planning in Retirement
In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into the complexities of Medicare and healthcare planning. Their discussion details everything from the basics of Medicare to considerations for healthcare before and after retirement.
Discover the key differences between Medicare and Medicaid, the historical background of Medicare, and how it has evolved over the years to meet the changing needs of an aging population. Learn about the various parts of Medicare, from Part A to Part D, and understand the costs and premiums associated with each.
Matt and Jamison also provide essential insights into healthcare planning, including strategies to manage your modified adjusted gross income (MAGI) to minimize Medicare surcharges. They discuss the concept of Advantage Plans and why they might not be the best choice for everyone.
Whether you're approaching retirement or just want to gain a better understanding of Medicare and healthcare planning, this episode offers practical advice and essential knowledge to help you make informed healthcare and financial 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

...more
26min
December 07, 2023 Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of Carnegie Mellon University
In this episode of FIN-LYT by EWA, Jamison Smith is joined by Kris Wong Davis, the Vice Provost for Enrollment Management and Dean of Admission at Carnegie Mellon University. Together, they dig into the intricate world of higher education, providing valuable insights and advice for students and parents embarking on the college journey.
Kris Wong Davis sheds light on the pivotal role of her office in the higher education process and underscores the significance of guiding prospective students through the
admissions process, helping them understand what a university has to offer and ultimately determining if the university aligns with their aspirations.
Kris and Jamison discuss how the college admissions process has changed in response to increased competition, surges in applications, more complex selection processes and the impact of the Common Application (Common App). In addition, they discuss how parent and students can begin preparing for the process including gathering transcripts, listing academic honors, documenting extracurricular activities, and crafting compelling essays.
Listen in to gain valuable insights into financial aid through FAFSA, the importance of actively seeking scholarships, prioritizing passion over earning potential when choosing a major, engaging in active learning and more!

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
...more
55min

FAQs about FIN-LYT by EWA®:

How many episodes does FIN-LYT by EWA® have?

The podcast currently has 139 episodes available.

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