Unlock More with Brokerage Accounts

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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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Unlock More with Brokerage Accounts

FIN-LYT by EWA®

25 minutes 23 seconds

4 months ago

Unlock More with Brokerage Accounts

In this episode of FIN-LYT by EWA, Matt Blocki is joined by Jamison Smith to explore one of the most underrated yet powerful tools in financial planning: the brokerage account. Often overlooked in favor of retirement accounts and insurance-based strategies, brokerage accounts can offer unmatched flexibility, control, and tax efficiency, when structured properly.

Matt and Jamison break down how brokerage accounts serve high-income and high-net-worth individuals across every stage of life. From building wealth and navigating unexpected expenses, to maximizing charitable giving and optimizing estate transfers. They highlight strategic approaches like direct indexing, tax-loss harvesting, secured lines of credit, and tax bracket control in retirement.

This episode cuts through misconceptions and offers a clear, practical guide to unlocking the full potential of brokerage accounts. Whether you're a business owner, a charitable giver, or planning for early retirement, this conversation offers essential insights for long-term financial success.

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