FIN-LYT by EWA®

In this episode of FIN-LYT by EWA, Matt Blocki and Chris Pavcic explore the 6 timeless lessons that are at the core of our financial lives. They unravel the paradoxes that surround each lesson, highlighting the tension between potentially conflicting ideas and helping listeners navigate these complexities. From understanding risk and reward to finding the balance between short-term gains and long-...

Join Jamison Smith on this episode of FIN-LYT by EWA as he sits down with clients Bryan and Jennifer McNutt to discuss how they are on track for financial independence before 50! Hear their remarkable story about how making the right decisions throughout life, combined with Jamison's guidance and EWA's roadmap allowed them to take control of their finances. Learn how they've been able...

Every firm must have a strong foundation of core investment principles. In this episode, Matt Blocki is joined by Portfolio Manager, Nick Stonesifer, and Director of Investment Operations, Jordan Fediaczko, and they, together, unravel the pillars of EWA's investment philosophy, shedding light on their guiding principles. They explore the key elements that drive EWA's decision-making proces...

Control your money temperature before it controls you. Tune in to FIN-LYT by EWA and join Matt and Jamison as they discuss advising clients who make over $1 million a year and the common theme of lifestyle creep getting the best of the brightest professionals. They discuss why this happens, and how to get out of it by navigating taxes, high expenses, private schooling costs, setting and achieving...

In this Jamison Smith and client and Concierge Physican, Dr. Sunjay Mannan,explore the financial advice and decisions that can significantly impact the life of a physician. By exploring the intersection of healthcare and wealth management, the two shed light on the importance of financial education for healthcare professionals who are navigating complex issues such a being a practice owner, fundin...

In this week's episode, Jamison Smith engages in a compelling conversation with our trusted partner, Estate Attorney David DelFiandra. Together, they delve into the crucial topic of estate planning and emphasize the immense financial benefits of initiating difficult conversations early on. By emphasizing the importance of proactive estate planning, the episode empowers listeners with the infor...

With a growing family, there are many things that can keep you up at night. Among many questions, you may be asking asking yourself, "Would my family be ok without me?" and "How would I support my children if I couldn't work?" Without the appropriate risk management strategies in place, even the best laid financial plans can be thrown drastically off track in the event of p...

Congratulations! You've done the hard work of saving for years but did you know, if you distribute your asssts incorrectly it could cost you thousands in unplanned taxes and hundreds of thousands in Medicare premium increases? Lead Advisors, Jamison Smith, and Chris Pavcic, break down the art of distribution planning and how to most efficiently use your assets to create income and fund your go...

How do you make the leap from an assistant to an insurance agent to the Director of Technical Recruiting for Carvana and become a key person in their IPO? In this episode,  Jamison Smith sits down with long time EWA client, Chiara Hughes, to discuss how she skyrocketed to success and what elements of her mindset allowed her to take charge of her life personally, professionally, and ultimately, fin...

Did you know that a Roth may still make sense, even if you are in the highest tax brackets? Don't make the mistake of assuming pre-tax deferrals are your only option! CEO, Matt Blocki, and Lead Advisor, Jamison Smith, explain why and when using a Roth is still a smart decision for affluent clients. Find us on You Tube for Additional Content  ⁠https://www.youtube.com/@FIN-LYTbyEWA/featured⁠ Con...

We are excited to share our first quarter recap for 2023, as well as thoughts looking forward on Q2, 2023 to keep you informed and updated on our investment portfolio with EWA. If you an EWA client, your Q1 investment report has been uploaded to your  ⁠eMoney vault⁠ .  The Quarter 1 video will address 6 central topics: Firm Initiatives (.40) Recap of Quarter 1, 2023 (4.41) 2023, Quarter 2 Projecti...

Are there any truly safe places to invest your money when markets are volatile? Almost every investor has asked themself this very question. Listen along as CEO, Matt Blocki, and Lead Advisor, Jamison Smith, provide the answers and explore the world of "safe" assets. Find us on You Tube for Additional Content  ⁠https://www.youtube.com/@FIN-LYTbyEWA/featured⁠ Connect with EWA https://ewa-...

Join us for our inaugural episode of FIN-LYT by EWA! The mission of this podcast is to provide financial literacy to all listeners and serve as a catalyst to help make complex financial topics simple. The topics and interviews unpack important financial topics, tips to keep you ahead of the game, and how good financial planning can help you balance living your life by design now, and secure financ...