Financial Planning Beyond the Basics

In this episode of FIN-LYT by EWA, Matt Blocki and Chris Pavcic explore how financial planning goes beyond spreadsheets to help clients design a fulfilling life. They cover key wealth strategies for high-net-worth individuals, including preparing for a business sale, structuring trusts, tax-efficient charitable giving, and asset protection for physicians. The discussion also dives into managing concentrated stock as an executive and weighing the pros and cons of owning a vacation home. From proactive tax planning to designing a life with purpose, this episode highlights the importance of financial decisions that go beyond just numbers. 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