FIN-LYT by EWA®
By EWA LLC
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Category: Investing
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Episodes: 155
Description
Financial Literacy. In Motion.
Newton’s First Law says an object in motion stays in motion, but the hardest part is the first push.
FIN-LYT, a play on financial literacy with catalyst built in, is designed to be the push. The spark that breaks inertia, the perspective that reframes tough decisions, and the education that turns “I should” into “I did.”
EWA is a wealth management firm serving physicians, retirees, business owners, and leaders. We deliver holistic planning and guidance to help clients balance competing goals and protect their most valuable resource: TIME.
| Episode | Date |
|---|---|
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The Best States to Live In for Lower Taxes and Asset Protection
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May 20, 2026 |
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Selling Your Business: How to Maximize Value Before You Exit
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May 12, 2026 |
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Why Every Business Owner Needs a Valuation, Even If You Are Not Selling
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May 05, 2026 |
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What to Do When Most of Your Net Worth Is in a Private Company
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Apr 28, 2026 |
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Fixed Income for High-Net-Worth Investors: Where to Put Your Safe Money
|
Apr 21, 2026 |
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Family Governance: Preserving Wealth Across Generations
|
Apr 14, 2026 |
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EWA FAQs on Fees, Fiduciary Duty, and Financial Planning
|
Apr 07, 2026 |
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EWA Stock Market and Portfolio Commentary Q2 2026
|
Apr 01, 2026 |
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Choosing the Right Trustee for a Lasting Family Legacy
|
Mar 31, 2026 |
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Turn Financial Chaos Into Clarity With a Year-in-Review
|
Mar 24, 2026 |
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The Hidden Risks of Premium Financed Life Insurance
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Mar 17, 2026 |
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Turning Financial Chaos Into Clarity: Strategies for High Income Professionals
|
Mar 10, 2026 |
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Financial Guardrails for Lasting Wealth
|
Mar 03, 2026 |
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Financial Planning for Blended Families
|
Feb 24, 2026 |
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The Biggest Financial Regrets of High Earners
|
Feb 17, 2026 |
|
Why Great Financial Plans Need Constant Calibration
|
Feb 10, 2026 |
|
Direct Indexing for High-Net-Worth Investors
|
Feb 03, 2026 |
|
Advanced Estate Planning: Special Needs, Second Marriages, and Smart Trust Design
|
Jan 27, 2026 |
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Managing Concentrated Stock Risk: From Concentration to Confidence
|
Jan 20, 2026 |
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Trust Strategies for Business Owners and Multigenerational Families
|
Jan 13, 2026 |
|
Selling Your Practice or Business: Life After the Millions
|
Jan 06, 2026 |
|
Tax Season with EWA: Lessons from Year One and What’s Ahead
|
Dec 30, 2025 |
|
When Is Enough Enough? The Psychology of Wealth
|
Dec 23, 2025 |
|
Is One Million Enough for Retirement?
|
Dec 16, 2025 |
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Navigating Finances After the Loss of a Loved One
|
Dec 09, 2025 |
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Financial Planning at 100k, 500k, and 1 Million Income
|
Dec 02, 2025 |
|
Is AI an Investment Bubble
|
Nov 25, 2025 |
|
EWA Stock Market and Portfolio Commentary Q1 2026
|
Nov 25, 2025 |
|
Irrevocable Trusts Made Simple
|
Nov 18, 2025 |
|
What a Healthy Balance Sheet Looks Like for a Millionaire
|
Nov 11, 2025 |
|
Financial Clarity Through Reverse Budgeting
|
Nov 04, 2025 |
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How to Audit Proof Your Tax Strategy
|
Oct 28, 2025 |
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Real Estate and Taxes: What You Should Know Before You Buy
|
Oct 21, 2025 |
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Private Markets: A Practical Guide for Investors
|
Oct 14, 2025 |
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How to Know When You’ve Saved Enough
|
Oct 07, 2025 |
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Hidden Costs that Could Wreck Your Financial Plan
|
Sep 30, 2025 |
|
EWA Stock Market and Portfolio Commentary Q4 2025
|
Sep 23, 2025 |
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Why the IRS Shouldn’t Be Your Biggest Heir
|
Sep 16, 2025 |
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Designing a Life You Never Want to Retire From
|
Sep 09, 2025 |
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EWA’s Guide to the New Tax Bill: Top 10 Changes That Matter
|
Sep 02, 2025 |
|
The Art of Spending Wealth Wisely
|
Aug 26, 2025 |
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Guide to Booking Luxury Vacations with Points
|
Aug 19, 2025 |
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The Real Differences Between $10 Million and $100 Million
|
Aug 12, 2025 |
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Breaking Down Retirement with $5M Net Worth
|
Aug 05, 2025 |
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What 50,000 Client Meetings Taught Us About Real Wealth
|
Jul 29, 2025 |
|
How Dopamine Can Influence Wealth: Behavioral Biases & Better Financial Decisions
|
Jul 22, 2025 |
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Why Wealth Requires More Than a Financial Plan
|
Jul 15, 2025 |
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The Family Care Plan: Navigating Aging, Costs, and Coverage
|
Jul 08, 2025 |
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Unlock More with Brokerage Accounts
|
Jul 01, 2025 |
|
EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational Planning
|
Jun 24, 2025 |
|
AI Meets Advisory
|
Jun 18, 2025 |
|
Let's Talk Prenups
|
Jun 10, 2025 |
|
10 Financial Lessons to Teach Your Kids
|
Jun 03, 2025 |
|
EWA Stock Market and Portfolio Commentary Q3 2025
|
May 27, 2025 |
|
Saving More Than Your 401k
|
May 20, 2025 |
|
Qualified Small Business Stock (QSBS): A Strategic Tax Planning Tool
|
May 13, 2025 |
|
Roth Strategies: What You Need to Know
|
May 06, 2025 |
|
Choosing the Right Business Structure
|
Apr 29, 2025 |
|
Spousal Lifetime Access Trusts (SLATs): Estate Planning Essentials
|
Apr 22, 2025 |
|
Navigating the Balance of Spending Versus Saving
|
Apr 15, 2025 |
|
Planning Your Business Succession
|
Apr 08, 2025 |
|
Cybersecurity in Your Finances
|
Mar 25, 2025 |
|
Estate Planning & Tax-Efficient Insurance Strategies
|
Mar 18, 2025 |
|
EWA Stock Market and Portfolio Commentary Q2 2025
|
Mar 11, 2025 |
|
Why Financial Success Isn’t Always Stress-Free
|
Mar 04, 2025 |
|
Our Approach to Risk Management
|
Feb 26, 2025 |
|
Financial Planning Beyond the Basics
|
Feb 19, 2025 |
|
What a $10 Million Portfolio Means for Retirement
|
Feb 12, 2025 |
|
How to Make Tax Filing Easy: Pro Tips from a CPA
|
Feb 05, 2025 |
|
How to Unwind a Sizeable Real Estate Portfolio
|
Jan 29, 2025 |
|
What to Do When Your Financial Advisor Retires
|
Jan 22, 2025 |
|
Inside EWA: Client Case Studies II
|
Jan 14, 2025 |
|
Buy Sell Agreements Explained for Business Owners
|
Jan 07, 2025 |
|
Inside EWA: Client Case Studies I
|
Jan 02, 2025 |
|
Retirement Account Contributions: Max Your 401(k) in 2025 - New $70K Limit Explained
|
Dec 24, 2024 |
|
Introduction to Tyler Bidwell, CPA and EWA's Tax Services
|
Dec 17, 2024 |
|
Real Estate for Business Owners: Lease or Buy?
|
Dec 10, 2024 |
|
Understanding Investing in Crypto
|
Dec 04, 2024 |
|
Investing in Trump's Second Term: How the 2025 Tax Code Could Change Everything
|
Nov 26, 2024 |
|
EWA Stock Market and Portfolio Commentary Q1 2025
|
Nov 20, 2024 |
|
Refinancing Your Mortgage: When It Makes Sense and When It Doesn't
|
Nov 14, 2024 |
|
Sudden Wealth Syndrome: Why Inheriting Money Can Ruin Your Finances
|
Nov 07, 2024 |
|
Financial Planning for Newlyweds
|
Oct 31, 2024 |
|
Financial Planning Checklist for New Parents
|
Oct 24, 2024 |
|
Tax Code Overview: Differences Between Harris and Trump Proposals
|
Oct 17, 2024 |
|
EWA Stock Market and Portfolio Commentary Q4 2024
|
Oct 10, 2024 |
|
Adjusting Small and Mid-Cap Investments for Optimal Asset Allocation
|
Oct 03, 2024 |
|
Investing in Election Years: Why Staying the Course Matters
|
Sep 26, 2024 |
|
Interest Rate Shifts and Their Impact on You Financial Plan
|
Sep 19, 2024 |
|
Effective Strategies for Wealth Transfer to the Next Generation
|
Sep 12, 2024 |
|
Expert Tips for Navigating College Admissions with John Izzo
|
Sep 05, 2024 |
|
The Best Savers are the Worst Spenders
|
Aug 29, 2024 |
|
Managing Sequence of Return Risk in Retirement
|
Aug 22, 2024 |
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When Could An Annuity Make Sense In a Financial Plan?
|
Aug 19, 2024 |
|
Real Life Case Study- Strategic Planning and Tax Efficiency for a Retired Widow
|
Aug 01, 2024 |
|
Retirement Savings for Young High-Income Earners- Why $6M is the New $1M Nest Egg
|
Jul 25, 2024 |
|
EWA Stock Market and Portfolio Commentary Q4 2023
|
Jul 16, 2024 |
|
EWA Stock Market and Portfolio Commentary Q1 2024
|
Jul 16, 2024 |
|
EWA Stock Market and Portfolio Commentary Q2 2024
|
Jul 16, 2024 |
|
EWA Stock Market and Portfolio Commentary Q3 2024
|
Jul 16, 2024 |
|
Balancing Risk and Reward Through Retirement Withdrawal Strategies
|
Jul 11, 2024 |
|
Term vs. Whole Life Insurance: Finding the Right Balance for Your Financial Plan
|
Jul 03, 2024 |
|
The Secure Act 2.0: What Business Owners and Retirees Need to Know
|
Jun 27, 2024 |
|
Retirement Spending Strategies: Mastering Distribution with Confidence
|
Jun 20, 2024 |
|
Planning Ahead: Financial Steps to Take Before a Loved One Passes
|
Jun 13, 2024 |
|
SEP IRA vs. 401K: Choosing the Best Retirement Plan for Your Business
|
Jun 06, 2024 |
|
iShares Insights on New Investment Frontiers
|
May 30, 2024 |
|
Healthcare Options and Medicare After 65
|
May 16, 2024 |
|
Maximizing Impact and Tax Benefits: A Guide to Smart Charitable Giving for High Earners
|
May 09, 2024 |
|
A Blueprint for Managing Student Loans
|
May 02, 2024 |
|
Unpacking Credit Scores: How They Work, How to Maintain and How to Fix a Bad One
|
Apr 18, 2024 |
|
10 Tips to Help Navigate When You Are Wealthy (But Your Loved Ones Are Not)
|
Apr 11, 2024 |
|
A Surgeon's Financial Journey: The Balancing Act of Navigating Debt, Family, and Fulfillment
|
Apr 04, 2024 |
|
How to Protect Yourself If You Have a Concentrated Stock Position
|
Mar 28, 2024 |
|
Decoding Private Investments: Complexities of Private Equity, Venture Capital, and Real Estate
|
Mar 07, 2024 |
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Revocable and Irrevocable Trusts: Exploring Estate Planning and Tax Efficiency
|
Feb 22, 2024 |
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Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal Growth
|
Feb 15, 2024 |
|
5 Missteps to Avoid in Your Financial Plan
|
Feb 08, 2024 |
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Master Travel through Points and Miles with Bryce Conway of 10x Travel
|
Feb 01, 2024 |
|
Student Loan Strategies: Options for Education Financing , Repayment and Forgiveness
|
Jan 18, 2024 |
|
Protecting Your Finances and Data: Cybersecurity Essentials
|
Jan 11, 2024 |
|
Navigating NIL: Financial Literacy and College Athletics
|
Jan 04, 2024 |
|
10 Ways to Supercharge Your Financial Plan in 2024
|
Dec 28, 2023 |
|
Investing Cash Into The Market: Market Timing, Psychology, and the Long Game
|
Dec 21, 2023 |
|
Simplifying Medicare and Healthcare Planning in Retirement
|
Dec 14, 2023 |
|
Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of Carnegie Mellon University
|
Dec 07, 2023 |
|
Avoiding Million-Dollar Mistakes with Your Equity Compensation: Understanding RSU’s, ISO’s and PSU’s
|
Nov 30, 2023 |
|
10 Things You Should Know About Your 401k
|
Nov 22, 2023 |
|
The Mega Backdoor Roth Strategy Explained
|
Nov 16, 2023 |
|
Debunking 5 Financial Planning Misconceptions
|
Nov 02, 2023 |
|
How to Ensure the Value You Receive is Well Above the Fee You Pay to a Financial Advisor
|
Oct 12, 2023 |
|
Tips to Ensure You Maximize Employee Benefits When Changing Jobs
|
Oct 05, 2023 |
|
How Do I Know My Advisor Has Me In a Good Portfolio?
|
Sep 28, 2023 |
|
How Contract Negotiation Can Save High Earners Millions of Dollars Over Their Careers
|
Sep 21, 2023 |
|
Should I Still Be Investing in International Stocks?
|
Sep 14, 2023 |
|
Powerful Tax Strategies That Business Owners Can Use to Save Millions
|
Sep 07, 2023 |
|
College Planning: Breaking Down the Best Accounts and Strategies
|
Aug 31, 2023 |
|
How Social Security Fits Into Your Financial Plan
|
Aug 17, 2023 |
|
Complexities and Tax Advantages of Real Estate Investing
|
Aug 03, 2023 |
|
From Door to Door Sales to CEO and Founder of One of the Solar Industry's Fastest Growing Companies
|
Jul 27, 2023 |
|
EWA Stock Market and Portfolio Commentary Q3 2023
|
Jul 25, 2023 |
|
Annuities Explained: The Good, the Bad and the Ugly
|
Jul 20, 2023 |
|
6 Timeless Lessons of Financial Planning (and Paradoxes That Come With Them)
|
Jul 13, 2023 |
|
Financially Independent Before 50? Yes, It's Possible! A Conversation with EWA Clients, Bryan and Jennifer McNutt
|
Jul 06, 2023 |
|
EWA's Investment Pillars- Our Approach to Portfolio Management
|
Jun 29, 2023 |
|
How Do I Make $1 Million a Year and Still Feel Broke?
|
Jun 22, 2023 |
|
Dr. Sunjay Mannan: Health is Wealth
|
Jun 16, 2023 |
|
Estate Attorney David DelFiandra: Having Tough Conversations Now Will Save You Millions in The Future
|
Jun 01, 2023 |
|
How Much Insurance Do I REALLY Need? A Breakdown of Proper Risk Management for Young Families
|
May 18, 2023 |
|
Beyond the Accumulation Phase: Save Thousands By Distributing Your Assets in the Most Efficient Way
|
May 11, 2023 |
|
From Assistant to Executive in a Tech Company IPO: How a Multi-Million Dollar Mistake was Avoided
|
May 04, 2023 |
|
A CPA’s Worst Nightmare: When it Makes Sense for Affluent Clients to Use Roth
|
Apr 27, 2023 |
|
EWA Stock Market and Portfolio Commentary Q2 2023
|
Apr 24, 2023 |
|
What Money is Really Safe?
|
Apr 20, 2023 |
|
Direct Indexing: How to be Tax Efficient with Money Outside of Your 401k
|
Apr 10, 2023 |