All Episodes
FIN-LYT by EWA® — 176 episodes · page 2 of 2
Understanding Investing in Crypto
Investing in Trump's Second Term: How the 2025 Tax Code Could Change Everything
EWA Stock Market and Portfolio Commentary Q1 2025
Refinancing Your Mortgage: When It Makes Sense and When It Doesn't
Sudden Wealth Syndrome: Why Inheriting Money Can Ruin Your Finances
Financial Planning for Newlyweds
Financial Planning Checklist for New Parents
Tax Code Overview: Differences Between Harris and Trump Proposals
EWA Stock Market and Portfolio Commentary Q4 2024
Adjusting Small and Mid-Cap Investments for Optimal Asset Allocation
Investing in Election Years: Why Staying the Course Matters
Interest Rate Shifts and Their Impact on You Financial Plan
Effective Strategies for Wealth Transfer to the Next Generation
Expert Tips for Navigating College Admissions with John Izzo
The Best Savers are the Worst Spenders
Managing Sequence of Return Risk in Retirement
When Could An Annuity Make Sense In a Financial Plan?
Real Life Case Study- Strategic Planning and Tax Efficiency for a Retired Widow
Retirement Savings for Young High-Income Earners- Why $6M is the New $1M Nest Egg
EWA Stock Market and Portfolio Commentary Q4 2023
EWA Stock Market and Portfolio Commentary Q1 2024
EWA Stock Market and Portfolio Commentary Q2 2024
EWA Stock Market and Portfolio Commentary Q3 2024
Balancing Risk and Reward Through Retirement Withdrawal Strategies
Term vs. Whole Life Insurance: Finding the Right Balance for Your Financial Plan
The Secure Act 2.0: What Business Owners and Retirees Need to Know
Retirement Spending Strategies: Mastering Distribution with Confidence
Planning Ahead: Financial Steps to Take Before a Loved One Passes
SEP IRA vs. 401K: Choosing the Best Retirement Plan for Your Business
iShares Insights on New Investment Frontiers
Healthcare Options and Medicare After 65
Maximizing Impact and Tax Benefits: A Guide to Smart Charitable Giving for High Earners
A Blueprint for Managing Student Loans
Unpacking Credit Scores: How They Work, How to Maintain and How to Fix a Bad One
10 Tips to Help Navigate When You Are Wealthy (But Your Loved Ones Are Not)
A Surgeon's Financial Journey: The Balancing Act of Navigating Debt, Family, and Fulfillment
How to Protect Yourself If You Have a Concentrated Stock Position
Decoding Private Investments: Complexities of Private Equity, Venture Capital, and Real Estate
Revocable and Irrevocable Trusts: Exploring Estate Planning and Tax Efficiency
Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal Growth
5 Missteps to Avoid in Your Financial Plan
Master Travel through Points and Miles with Bryce Conway of 10x Travel
Student Loan Strategies: Options for Education Financing , Repayment and Forgiveness
Protecting Your Finances and Data: Cybersecurity Essentials
Navigating NIL: Financial Literacy and College Athletics
10 Ways to Supercharge Your Financial Plan in 2024
Investing Cash Into The Market: Market Timing, Psychology, and the Long Game
Simplifying Medicare and Healthcare Planning in Retirement
Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of Carnegie Mellon University
Avoiding Million-Dollar Mistakes with Your Equity Compensation: Understanding RSU’s, ISO’s and PSU’s
10 Things You Should Know About Your 401k
The Mega Backdoor Roth Strategy Explained
Debunking 5 Financial Planning Misconceptions
How to Ensure the Value You Receive is Well Above the Fee You Pay to a Financial Advisor
Tips to Ensure You Maximize Employee Benefits When Changing Jobs
How Do I Know My Advisor Has Me In a Good Portfolio?
How Contract Negotiation Can Save High Earners Millions of Dollars Over Their Careers
Should I Still Be Investing in International Stocks?
Powerful Tax Strategies That Business Owners Can Use to Save Millions
College Planning: Breaking Down the Best Accounts and Strategies
How Social Security Fits Into Your Financial Plan
Complexities and Tax Advantages of Real Estate Investing
From Door to Door Sales to CEO and Founder of One of the Solar Industry's Fastest Growing Companies
EWA Stock Market and Portfolio Commentary Q3 2023
Annuities Explained: The Good, the Bad and the Ugly
6 Timeless Lessons of Financial Planning (and Paradoxes That Come With Them)
Financially Independent Before 50? Yes, It's Possible! A Conversation with EWA Clients, Bryan and Jennifer McNutt
EWA's Investment Pillars- Our Approach to Portfolio Management
How Do I Make $1 Million a Year and Still Feel Broke?
Dr. Sunjay Mannan: Health is Wealth
Estate Attorney David DelFiandra: Having Tough Conversations Now Will Save You Millions in The Future
How Much Insurance Do I REALLY Need? A Breakdown of Proper Risk Management for Young Families
Beyond the Accumulation Phase: Save Thousands By Distributing Your Assets in the Most Efficient Way
From Assistant to Executive in a Tech Company IPO: How a Multi-Million Dollar Mistake was Avoided
A CPA’s Worst Nightmare: When it Makes Sense for Affluent Clients to Use Roth
EWA Stock Market and Portfolio Commentary Q2 2023
What Money is Really Safe?
Direct Indexing: How to be Tax Efficient with Money Outside of Your 401k