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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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The Art of Spending Wealth Wisely
FIN-LYT by EWA®
31 minutes 31 seconds
2 months ago
The Art of Spending Wealth Wisely

In this episode of EWA’s FIN-LYT Podcast, the team shifts the conversation from saving and building wealth to actually spending it with purpose, joy, and confidence. Many high-net-worth individuals struggle with giving themselves permission to enjoy what they’ve worked so hard for. This episode explores the art and science of spending well, drawing from real client experiences that highlight how money can truly enhance life.From convenience splurges like TSA PreCheck, private travel, nannies, and concierge medicine to more meaningful investments like family adventures, backyard upgrades, and once-in-a-lifetime bucket list trips, the discussion underscores that wealth is best measured in time and memories. You’ll also hear how clients are approaching health, passions, philanthropy, and even stealth wealth, ensuring that spending aligns with values without derailing long-term plans.Whether you’re newly navigating financial security or rethinking what wealth means for your family’s future, this candid conversation will inspire you to view spending not as indulgence, but as a powerful tool to create fulfillment, strengthen relationships, and live intentionally.If you’re serious about aligning your wealth with your life, this episode will help you rethink what’s truly worth investing in.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/