How to Know When You’ve Saved Enough
from FIN-LYT by EWA® Hosted by EWA LLC
In this episode of EWA’s FIN-LYT Podcast, Matt Blocki joins EWA members to dive into one of the most personal and complex financial questions: How do you know when you’ve saved enough? They explore why traditional rules of thumb like “you need $10 million to retire” often fall short, and how defining “enough” depends on your lifestyle, goals, and values. It's not a static number. Through real client examples, they illustrate how over-saving can quietly rob families of joy and time, while under-saving can create long-term financial stress. The discussion covers key assumptions behind a sound financial plan. This includes spending habits, inflation, taxes, and investment returns, and why constant recalibration is essential as life evolves. They also share how intentional spending and well-structured savings can eliminate future regret, ensuring clients enjoy today while staying financially secure for tomorrow. Whether you’re a high-income professional, physician, or business owner, this episode offers a practical framework for balancing present enjoyment with future independence while finding confidence in knowing you’re truly on track. Join us each week as we share insights to help you align your wealth with the life you want to live. 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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