Oct 27, 202634 min
This week on FIN-LYT by EWA, Jamison Smith and Jimmy Ruttenberg sit down to discuss how ultra-high-net-worth families can simplify their financial lives through coordinated planning. From taxes and estate planning to...
business
FIN-LYT by EWA®
Hosted by EWA · business · EN
About this Podcast:
Financial Literacy. In Motion.Newton’s First Law says an object in motion stays in motion, but the hardest part is the first push.FIN-LYT, a play on financial literacy with catalyst built in, is designed to be the push. The spark that breaks inertia, the perspective that reframes tough decisions, and the education that turns “I should” into “I did.”EWA is a wealth management firm serving physicians, retirees, business owners, and leaders. We deliver holistic planning and guidance to help clients balance competing goals and protect their most valuable resource: TIME.
Pitch Analysis
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
80/100
Required Score
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What is FIN-LYT by EWA® about?
Financial Literacy. In Motion. Newton’s First Law says an object in motion stays in motion, but the hardest part is the first push.FIN-LYT, a play on financial literacy with catalyst built in, is designed to be the push.
Who hosts FIN-LYT by EWA®?
FIN-LYT by EWA® is hosted by EWA. The show has published 178 episodes to date.
What has FIN-LYT by EWA® covered recently?
Recent episodes include "Do You Need a Family Office? What Wealthy Families Should Know" (27 October 2026, 34 minutes), "What Golf Can Teach You About Financial Decisions | Dr. Bob Winters" (20 October 2026, 38 minutes), and "Oversold Insurance Policies? Here's What to Do Next" (13 October 2026, 34 minutes).
How often does FIN-LYT by EWA® publish?
FIN-LYT by EWA® publishes roughly weekly, with episodes averaging 30 minutes across 178 episodes.
How hard is it to get booked on FIN-LYT by EWA®?
Booking probability for FIN-LYT by EWA® is 36%, and the host is rated Selective on guests. FIN-LYT by EWA® requires a Pod Score of 80 or higher. FIN-LYT by EWA®'s contact route on record: verified email.
Who should pitch FIN-LYT by EWA®?
The strongest fits for FIN-LYT by EWA® are Investing & Wealth Management and Investment Banking & Trading. FIN-LYT by EWA® has a business audience and around 3,100 subscribers on YouTube.
About the host
EWA hosts FIN-LYT by EWA®, a business podcast with 178 episodes published.
Verified host email: ████████@████.comSign in to unlock →
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Oct 20, 202638 min
This week, Jamison Smith and Drew Deimel sit down with Dr. Bob Winters, internationally known as The Confidence Doctor, to explore the psychology of performance and how the mindset behind success in golf can apply to...
FIN-LYT by EWA®
Oversold Insurance Policies? Here's What to Do Next
Oct 13, 202634 minThis week on FIN-LYT by EWA, Matt Blocki and Chris Pavcic take a closer look at what to do if you feel like you've been oversold life insurance. They discuss some of the biggest red flags they've seen in life insurance...
FIN-LYT by EWA®
What to Do After a 7-Figure Windfall
Oct 6, 202625 minReceiving a 7-figure windfall can feel exciting, but it also raises a lot of questions. In this FIN-LYT conversation, Chris Pavcic and Ben Ruttenberg walk through how people often approach the first 30 to 90 days...
FIN-LYT by EWA®
EWA Stock Market and Portfolio Commentary Q4 2026
Sep 30, 202615 minEWA's Q4 2026 Market and Portfolio Commentary is here. Matt Blocki, Nick Stonesifer, and Jordan Fediaczko walk through what shaped markets in the third quarter and how EWA portfolios are shifting as we move into Q4. The...
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FIN-LYT by EWA®
10 Signs It May Be Time to Switch Financial Advisors
Sep 29, 202621 minThis week on FIN-LYT by EWA, Ben Ruttenberg and Tyler Houston sit down to talk through ten signs that it might be time to have a conversation about switching financial advisors. If you find yourself nodding along to...
- Sep 22, 202617 min
Deciding when to start claiming Social Security is a question Ben Ruttenberg and Tyler Houston hear often from high net worth clients, and in this episode of EWA's FIN-LYT Podcast, they break down how to actually think...
FIN-LYT by EWA®
How Much Wealth Should You Have by Age and Income?
Sep 15, 202622 minMost people Google "how much should I have saved by 40" and get back one generic number, but that number is almost always wrong, especially if you're a high earner. In this episode, Chris Pavcic and Tyler Houston move...
- Sep 8, 202629 min
Private foundations and donor-advised funds are two of the most common ways high-net-worth families structure their charitable giving, but the right choice depends on how much control, privacy, and involvement a family...
- Sep 1, 202656 min
In this episode of EWA's FIN-LYT Podcast, Jamison Smith sits down with Tom Krahe and Andy Bianco, two industry experts in business transactions, M&A, and tax strategy, for a deep dive into Section 1202 of the tax code...
FIN-LYT by EWA®
Integrating Estate Planning Into Your Financial Plan
Aug 25, 202620 minIn this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with Kari Owens, EWA's newest team member and an estate planning attorney with over a decade of experience handling trust and estate work alongside the tax...
- Aug 18, 202638 min
In this episode of EWA's FIN-LYT Podcast, Jamison Smith sits down with investment banking experts Tom Krahe and Andy Bianco to break down what actually happens when a business owner sells to a private equity group. Most...
- Aug 11, 202650 min
In this episode of EWA's FIN-LYT Podcast, host Matt Blocki sits down with investment bankers Tom Krahe and Andy Bianco for a deep dive into one of the biggest financial decisions a business owner could ever make: when...
- Aug 4, 202655 min
In this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with Bryce Conway, founder of 10X Travel, for his second appearance on the show. This time, the conversation isn't about travel hacking, it's about the...
FIN-LYT by EWA®
Tax Playbook for the Year You Sell Your Business
Jul 28, 202633 minIn this episode of EWA's FIN-LYT Podcast, Jamison Smith sits down with tax strategist Nick Rosen to walk through what actually happens to your tax bill when you sell a business you've spent years building. If a sale is...
FIN-LYT by EWA®
Navigating Personal vs. Business Taxes for Business Owners
Jul 21, 202614 minIn this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with Tyler Bidwell and Nick Rosen to break down an often misunderstood part of running a business: the difference between what shows up on your bank...
FIN-LYT by EWA®
Tax Mistakes That Can Cost High Earners Thousands Every Year
Jul 14, 202621 minIn this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with tax strategists Tyler Bidwell and Nick Rosen fresh off tax season to break down the most common tax surprises high earners run into, and how to avoid...
FIN-LYT by EWA®
Meet the Team Behind EWA: The People, Culture, and Roles That Drive Your Financial Plan
Jul 7, 202629 minIn this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with the team members of Equilibrium Wealth Advisors for a behind-the-scenes look at who's actually working on your financial plan. Rather than diving into...
- Jun 30, 202625 min
In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Jamison Smith break down a sophisticated tax strategy that EWA is implementing for a select group of high net worth clients: the long short direct indexing...
- Jun 23, 202617 min
In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Chris Pavcic break down the cybersecurity threats most likely to impact individuals today and what you can do right now to protect yourself. While these steps...
Recent guests
Recent guests on FIN-LYT by EWA®. Study who booked and why before you pitch.
D
Dr. Bob Winters
Mastering Pressure: Dr. Bob Winters on Choking & Confidence, The Confidence Doctor
D
Dr. John Izzo
bestselling author, Distinguished Fellow at the Stimson Center, Class 101 Pittsburgh
J
Jay Jacobs
Chairman of the New York State and Nassau County Democratic committees, Houghton Lake Area Tourism Bureau and Chamber of Commerce
M
Matt White
baseball billionaire, former major league pitcher, owner of Swift River Stone, Belcroft Bible Church-Bowie, MD
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