Hosted by EWA · 🇺🇸 US · EN · 159 episodes
Established thought leaders with verified media credentials.
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.
EWA hosts FIN-LYT by EWA®, a business show with 159 episodes published.
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 strate
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 app
Welcome to EWA's Q3 2026 Market and Portfolio Commentary. In this update, Matt Blocki, Nick Stonesifer, and Jordan Fediaczko break down what's driving markets mid-year and how EWA portfolios are being positioned as we he
In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Jamison Smith tackle one of the most complex and consequential decisions a small business owner can face: whether to give employees equity, and how to do it witho
In this episode of EWA's FIN-LYT Podcast, Jamison Smith and Tyler Houston break down what financial planning actually looks like for OpenAI employees navigating one of the most complex wealth creation moments in modern h
In this episode of EWA's FIN-LYT Podcast, Ben Ruttenberg and Chris Pavcic break down one of the most overlooked risks facing high earners headed into retirement: the assumption that your tax rate will automatically drop
In this episode of EWA's FIN-LYT Podcast, Ben and Tyler break down one of the most commonly misunderstood retirement plans available to physicians, government employees, and nonprofit workers. The 457 plan. They explain
In this episode of EWA's FIN-LYT Podcast, Jamison Smith and Chris Pavcic break down which states are most effective for minimizing taxes and protecting your assets. Whether you're a business owner planning around a liqui
In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Tom Krahe dive into the high stakes world of business valuations, exit planning, and what it really takes to maximize the value of your life's work before you sel
In this episode of EWA's FIN-LYT Podcast, Matt Blocki sits down with Tom Krahe, Managing Shareholder at Strategic Advisors and one of Pittsburgh's leading experts in business valuation and investment banking, to break do
In this episode of EWA's FIN-LYT Podcast, Matt Blocki, Jamison Smith, and Weston Conway break down what it really looks like when 80 to 95 percent of your net worth is locked up in a single private company. Weston, a lon
In this episode of EWA's FIN-LYT Podcast, Matt Blocki and Jamison Smith cut through the noise around Treasuries, gold, and interest rates to answer a simple but important question: where should you put your safe money? T
In this episode of EWA’s FIN-LYT Podcast, Jamison Smith and Tyler Houston dive into an important and often misunderstood challenges wealthy families face: successfully passing wealth from one generation to the next. With
In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Chris Pavcic answer the most common questions prospective clients ask before working with a financial advisor and what truly sets EWA apart. They break down how E
Welcome to EWA’s Q2 2026 Market and Portfolio Commentary. In this update, Matt Blocki reflects on Q1 market performance and outlines how portfolios are positioned for the remainder of 2026. Despite increased noise and vo
In this episode of EWA’s FIN-LYT Podcast, Matt Blocki, Jimmy Ruttenberg, and Ben Ruttenberg break down an important and often overlooked decision in estate planning: choosing the right trustee. They explain why most trus
In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Jamison Smith walk through a powerful but often overlooked exercise for high income and high net worth individuals: performing a financial past year in review. Wh
In this episode of EWA’s FIN-LYT Podcast, the team breaks down premium financed life insurance, a complex strategy often marketed to high-net-worth investors as a way to obtain large life insurance policies with little o
In this episode of EWA’s FIN-LYT Podcast, Matt Blocki and Chris Pavcic discuss a challenge many high income and high net worth individuals quietly face: financial chaos. Despite strong incomes or multi million dollar bal
In this episode of EWA’s FIN-LYT Podcast, Ben Ruttenberg, Tyler Houston, and Matt Blocki walk through 10 essential guardrails designed to protect your financial plan and help ensure your wealth lasts. They explain why we
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FIN-LYT by EWA® is hosted by EWA. The show is categorised under business (investing) and has published 159 episodes.
FIN-LYT by EWA® has published 159 episodes.
FIN-LYT by EWA® regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of FIN-LYT by EWA® average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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