FIN-LYT by EWA®

By EWA LLCBusiness Investing

FIN-LYT by EWA® episodes

June 29, 2023 EWA's Investment Pillars- Our Approach to Portfolio Management
Every firm must have a strong foundation of core investment principles. In this episode, Matt Blocki is joined by Portfolio Manager, Nick Stonesifer, and Director of Investment Operations, Jordan Fediaczko, and they, together, unravel the pillars of EWA's investment philosophy, shedding light on their guiding principles. They explore the key elements that drive EWA's decision-making processes, ultimately shaping their investment strategies.

Matt, Nick, and Jordan share real-world examples to illustrate the application of these pillars in EWA's daily investment operations. They provide listeners with actionable insights and valuable takeaways, empowering both seasoned investors and those new to the financial world to make more informed decisions and understand their portfolios.
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View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
1 hr 3 min
June 22, 2023 How Do I Make $1 Million a Year and Still Feel Broke?
Control your money temperature before it controls you. Tune in to FIN-LYT by EWA and join Matt and Jamison as they discuss advising clients who make over $1 million a year and the common theme of lifestyle creep getting the best of the brightest professionals. They discuss why this happens, and how to get out of it by navigating taxes, high expenses, private schooling costs, setting and achieving large goals, and more. Find out how to make the most out of your money and live a life by design where your money is supporting your goals (instead of controlling your day-to-day stresses).
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View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
51 min
June 16, 2023 Dr. Sunjay Mannan: Health is Wealth
In this Jamison Smith and client and Concierge Physican, Dr. Sunjay Mannan,explore the financial advice and decisions that can significantly impact the life of a physician. By exploring the intersection of healthcare and wealth management, the two shed light on the importance of financial education for healthcare professionals who are navigating complex issues such a being a practice owner, funding multiple goals simultanesouly and determining the best manner in which to tackle large student loans. Sunjay discusses openly the benefits of sound financial planning as he is now able to primarily focus on his important role as physician without financial stress.
Meet Dr. Sunjay!
Sunjay K Mannan, MD is a Family Physician. Health is Wealth Concierge Medicine was created by Sunjay in the setting of his background in Exercise Physiology along with a passion for providing health care in the most efficient way possible.
Sunjay is the first Physician in his family and a first-generation Indian American who grew up in Barboursville, WV. He studied at West Virginia University and received his Bachelor of Science Degree in Exercise physiology followed by his Medical Degree.
The trust and continuity of the doctor patient relationship led Sunjay to specialize in Family Medicine and is central in the care he provides. He finished his Medical Training at Forbes Regional Hospital and subsequently settled in the North Hills of Pittsburgh with his family.
Approaching a decade of medical experience, Sunjay has practiced full spectrum Family Medicine with experience in Nursing Homes, Personal Care Homes, Outpatient Offices, Hospitals, Urgent Care and Student Health Facilities. Sunjay also practiced 6 years of Addiction medicine doing his part in fighting the current opioid epidemic.
He has enjoyed teaching medical students, advanced practice providers, his stories often stress the amount he learned from his patients. His study on the effect of exercise in alleviating symptoms of ADHD and Dementia has inspired his focus on exercise and nutrition on treating patients.
Sunjay lives with his Wife, an Osteopathic Physician, and their two children. Together they spend time at Chautauqua Lake, skiing, traveling and being outdoors as much as possible.
Additional Content on YouTube:
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA ⁠https://ewa-llc.com/⁠
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View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
54 min
June 01, 2023 Estate Attorney David DelFiandra: Having Tough Conversations Now Will Save You Millions in The Future
In this week's episode, Jamison Smith engages in a compelling conversation with our trusted partner, Estate Attorney David DelFiandra. Together, they delve into the crucial topic of estate planning and emphasize the immense financial benefits of initiating difficult conversations early on. By emphasizing the importance of proactive estate planning, the episode empowers listeners with the information needed to protect their assets, preserve their legacies, and potentially save millions of dollars in the long run. Don't make the mistake of thinking that estate plans, wills and trusts are only for the ultra wealthy. Listen is as Dave explains why EVERYONE needs to focus on their estate as part of their comprehensive financial plan.
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View EWA Disclosures and Firm ADV:
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1 hr 4 min
May 18, 2023 How Much Insurance Do I REALLY Need? A Breakdown of Proper Risk Management for Young Families
With a growing family, there are many things that can keep you up at night. Among many questions, you may be asking asking yourself, "Would my family be ok without me?" and "How would I support my children if I couldn't work?" Without the appropriate risk management strategies in place, even the best laid financial plans can be thrown drastically off track in the event of premature death or the inability to work. With all the different types, definitions, and utilizations for insurance out there, you may also be asking "How do I know I am fully protected?". In this episode, Lead Advisors Jamison Smith and Ben Ruttenberg break down the art of risk management planning and how EWA structures financial plans for young families to ensure that these risks are properly mitigated without sacrificing long-term goals.

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View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977

45 min
May 11, 2023 Beyond the Accumulation Phase: Save Thousands By Distributing Your Assets in the Most Efficient Way
Congratulations! You've done the hard work of saving for years but did you know, if you distribute your asssts incorrectly it could cost you thousands in unplanned taxes and hundreds of thousands in Medicare premium increases?
Lead Advisors, Jamison Smith, and Chris Pavcic, break down the art of distribution planning and how to most efficiently use your assets to create income and fund your goals. Learn how to make your money last longer in this episode!

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Connect with EWA
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Follow Us on Social Media
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View EWA Disclosures and Firm ADV:
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49 min
May 04, 2023 From Assistant to Executive in a Tech Company IPO: How a Multi-Million Dollar Mistake was Avoided
How do you make the leap from an assistant to an insurance agent to the Director of Technical Recruiting for Carvana and become a key person in their IPO?
In this episode, Jamison Smith sits down with long time EWA client, Chiara Hughes, to discuss how she skyrocketed to success and what elements of her mindset allowed her to take charge of her life personally, professionally, and ultimately, financially. They discuss how a tough decision to diversify a concentrated holding ultimately led to multi millions of wealth preserved. This clutch decision has led to Chiara having the flexibility to start her own business. Chiara shares her vast experience and thoughts on why authenticity, vulnerability and overcoming imposter syndrome is critically important.

Join us for this inside view into the dynamic relationship between trusted advisor and client.

Bio of Chiara Hughes

Chiara Hughes is a talent acquisition leader with over 23 years of recruiting experience, focusing on tech, employment branding, and DEI initiatives. She is currently working as a consultant with companies to optimize their talent acquisition teams and strategies. Chiara really enjoys mentoring team members and other women in the tech industry. In her personal time, Chiara loves to spend time with her rad daughter and their awesome pups... and she also REALLY loves music (live music in particular), travel, and cars!

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View EWA Disclosures and Firm ADV:
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1 hr 58 min
April 27, 2023 A CPA’s Worst Nightmare: When it Makes Sense for Affluent Clients to Use Roth
Did you know that a Roth may still make sense, even if you are in the highest tax brackets? Don't make the mistake of assuming pre-tax deferrals are your only option! CEO, Matt Blocki, and Lead Advisor, Jamison Smith, explain why and when using a Roth is still a smart decision for affluent clients.

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View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977

40 min
April 24, 2023EWA Stock Market and Portfolio Commentary Q2 2023
We are excited to share our first quarter recap for 2023, as well as thoughts looking forward on Q2, 2023 to keep you informed and updated on our investment portfolio with EWA. If you an EWA client, your Q1 investment report has been uploaded to your ⁠eMoney vault⁠.
The Quarter 1 video will address 6 central topics:
Firm Initiatives (.40)

Recap of Quarter 1, 2023 (4.41)

2023, Quarter 2 Projections (10:02)

FAQ's From Clients (18:26)

EWA Portfolio (24:50)

Meet Jordan Fediaczko (32:19)

Find us on You Tube for Additional Content
⁠https://www.youtube.com/@FIN-LYTbyEWA/featured⁠

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

Questions about this podcast? Emails us at:
[email protected]
34 min
April 20, 2023 What Money is Really Safe?
Are there any truly safe places to invest your money when markets are volatile? Almost every investor has asked themself this very question. Listen along as CEO, Matt Blocki, and Lead Advisor, Jamison Smith, provide the answers and explore the world of "safe" assets.

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https://ewa-llc.com/

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View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977

42 min