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FIN-LYT by EWA®
EWA LLC
125 episodes
1 day ago
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
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Investing
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All content for FIN-LYT by EWA® is the property of EWA LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
Show more...
Investing
Business
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Private Markets: A Practical Guide for Investors
FIN-LYT by EWA®
15 minutes 5 seconds
4 weeks ago
Private Markets: A Practical Guide for Investors

In this episode of EWA’s FIN-LYT Podcast, Matt and Devin break down the often-misunderstood world of private markets and why high-net-worth investors are increasingly turning to them for diversification and long-term growth.


They unpack the fundamental differences between public and private markets, exploring why companies like SpaceX, Stripe, and OpenAI are choosing to stay private and what that means for investors. The conversation covers the rise of private credit and private equity, the growth trajectory of this $12 trillion market, and why these opportunities were once limited to institutions but are now opening up to accredited investors.


Matt and Devin explain how private investments fit within a comprehensive portfolio strategy, including how EWA structures allocations for qualified clients by balancing risk, return, and liquidity tradeoffs. They also discuss why these strategies are best suited for investors with $10 million or more in net worth, and how disciplined access to private markets can serve as a “smarter risk” rather than a higher one.


Whether you’re curious about expanding beyond traditional markets or want to understand the mechanics of private investing, this episode offers a clear, high-level framework for how these asset classes can complement long-term wealth strategies.


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

FIN-LYT by EWA®
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/