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Financial Planning Checklist for New Parents
In this episode of FIN-LYT by EWA, Matt Blocki and Devin Faddoul discuss key financial strategies for new parents, focusing on how to manage the increased costs of raising children and ensuring long-term financial stability. They cover the importance of early communication between partners on critical decisions like education, discipline, and housing, emphasizing how these choices can shape a family’s financial future.
The episode also dives into budgeting for higher living expenses, estate planning, and risk management. Matt and Devin encourage listeners to create a solid financial plan to minimize stress and enjoy parenthood.
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
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By EWA LLC
5
5151 ratings
In this episode of FIN-LYT by EWA, Matt Blocki and Devin Faddoul discuss key financial strategies for new parents, focusing on how to manage the increased costs of raising children and ensuring long-term financial stability. They cover the importance of early communication between partners on critical decisions like education, discipline, and housing, emphasizing how these choices can shape a family’s financial future.
The episode also dives into budgeting for higher living expenses, estate planning, and risk management. Matt and Devin encourage listeners to create a solid financial plan to minimize stress and enjoy parenthood.
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
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