All Episodes
FIN-LYT by EWA® — 176 episodes · page 1 of 2
Oversold Insurance Policies? Here's What to Do Next
What to Do After a 7-Figure Windfall
EWA Stock Market and Portfolio Commentary Q4 2026
10 Signs It May Be Time to Switch Financial Advisors
Why Waiting Isn't Always the Right Social Security Move
How Much Wealth Should You Have by Age and Income?
Donor-Advised Fund vs. Private Foundation: Which Is Right for Your Family?
QSBS: The Tax Strategy Business Owners Should Know Before Selling
Integrating Estate Planning Into Your Financial Plan
Selling Your Business to Private Equity: What You Need to Know
What Business Owners Need to Know Before Selling Their Company
Walking Away From an Eight-Figure Business: Identity, Enough, and Letting Go
Tax Playbook for the Year You Sell Your Business
Navigating Personal vs. Business Taxes for Business Owners
Tax Mistakes That Can Cost High Earners Thousands Every Year
Meet the Team Behind EWA: The People, Culture, and Roles That Drive Your Financial Plan
The Long Short Strategy: How High Earners Offset Capital Gains Taxes
Cybersecurity Tips: Especially If You Have Significant Assets
EWA Stock Market and Portfolio Commentary Q3 2026
Employee Equity: Should You Give It, How to Structure It, and When It Goes Wrong
Financial Planning for OpenAI Employees: Equity, IPOs, and Concentration Risk
How to Cut Your Tax Rate in Half During Retirement
457 Plans for Physicians: What Most People Get Wrong About Deferred Compensation
The Best States to Live In for Lower Taxes and Asset Protection
Selling Your Business: How to Maximize Value Before You Exit
Why Every Business Owner Needs a Valuation, Even If You Are Not Selling
What to Do When Most of Your Net Worth Is in a Private Company
Fixed Income for High-Net-Worth Investors: Where to Put Your Safe Money
Family Governance: Preserving Wealth Across Generations
EWA FAQs on Fees, Fiduciary Duty, and Financial Planning
EWA Stock Market and Portfolio Commentary Q2 2026
Choosing the Right Trustee for a Lasting Family Legacy
Turn Financial Chaos Into Clarity With a Year-in-Review
The Hidden Risks of Premium Financed Life Insurance
Turning Financial Chaos Into Clarity: Strategies for High Income Professionals
Financial Guardrails for Lasting Wealth
Financial Planning for Blended Families
The Biggest Financial Regrets of High Earners
Why Great Financial Plans Need Constant Calibration
Direct Indexing for High-Net-Worth Investors
Advanced Estate Planning: Special Needs, Second Marriages, and Smart Trust Design
Managing Concentrated Stock Risk: From Concentration to Confidence
Trust Strategies for Business Owners and Multigenerational Families
Selling Your Practice or Business: Life After the Millions
Tax Season with EWA: Lessons from Year One and What’s Ahead
When Is Enough Enough? The Psychology of Wealth
Is One Million Enough for Retirement?
Navigating Finances After the Loss of a Loved One
Financial Planning at 100k, 500k, and 1 Million Income
Is AI an Investment Bubble
EWA Stock Market and Portfolio Commentary Q1 2026
Irrevocable Trusts Made Simple
What a Healthy Balance Sheet Looks Like for a Millionaire
Financial Clarity Through Reverse Budgeting
How to Audit Proof Your Tax Strategy
Real Estate and Taxes: What You Should Know Before You Buy
Private Markets: A Practical Guide for Investors
How to Know When You’ve Saved Enough
Hidden Costs that Could Wreck Your Financial Plan
EWA Stock Market and Portfolio Commentary Q4 2025
Why the IRS Shouldn’t Be Your Biggest Heir
Designing a Life You Never Want to Retire From
EWA’s Guide to the New Tax Bill: Top 10 Changes That Matter
The Art of Spending Wealth Wisely
Guide to Booking Luxury Vacations with Points
The Real Differences Between $10 Million and $100 Million
Breaking Down Retirement with $5M Net Worth
What 50,000 Client Meetings Taught Us About Real Wealth
How Dopamine Can Influence Wealth: Behavioral Biases & Better Financial Decisions
Why Wealth Requires More Than a Financial Plan
The Family Care Plan: Navigating Aging, Costs, and Coverage
Unlock More with Brokerage Accounts
EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational Planning
AI Meets Advisory
Let's Talk Prenups
10 Financial Lessons to Teach Your Kids
EWA Stock Market and Portfolio Commentary Q3 2025
Saving More Than Your 401k
Qualified Small Business Stock (QSBS): A Strategic Tax Planning Tool
Roth Strategies: What You Need to Know
Choosing the Right Business Structure
Spousal Lifetime Access Trusts (SLATs): Estate Planning Essentials
Navigating the Balance of Spending Versus Saving
Planning Your Business Succession
Cybersecurity in Your Finances
Estate Planning & Tax-Efficient Insurance Strategies
EWA Stock Market and Portfolio Commentary Q2 2025
Why Financial Success Isn’t Always Stress-Free
Our Approach to Risk Management
Financial Planning Beyond the Basics
What a $10 Million Portfolio Means for Retirement
How to Make Tax Filing Easy: Pro Tips from a CPA
How to Unwind a Sizeable Real Estate Portfolio
What to Do When Your Financial Advisor Retires
Inside EWA: Client Case Studies II
Buy Sell Agreements Explained for Business Owners
Inside EWA: Client Case Studies I
Retirement Account Contributions: Max Your 401(k) in 2025 - New $70K Limit Explained
Introduction to Tyler Bidwell, CPA and EWA's Tax Services
Real Estate for Business Owners: Lease or Buy?