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FIN-LYT by EWA®
EWA LLC
125 episodes
2 days 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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Why Wealth Requires More Than a Financial Plan
FIN-LYT by EWA®
24 minutes 5 seconds
4 months ago
Why Wealth Requires More Than a Financial Plan

In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Devin Faddoul join forces to uncover the hidden surprises of wealth. An eye-opening exploration of how sudden financial success can be both a blessing and a burden.


Drawing on real-world experiences, Matt and Devin discuss the profound psychological impact of wealth, especially for high-income earners and entrepreneurs. They dive into how money can magnify existing insecurities, challenge relationships, and test values. From navigating shifting friendships to managing family expectations and guarding against lifestyle inflation, this episode highlights the need for intentionality, emotional intelligence, and strong financial planning.


The conversation also emphasizes strategies like maintaining privacy, living with purpose, and creating a values-aligned life to sustain both wealth and well-being. Whether you’re a physician coming into a new contract or a business owner with a major liquidity event, this episode provides invaluable insight into the complex realities of financial independence.


Connect with EWA:

https://ewallc.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/