In this episode of FIN-LYT by EWA, Matt Blocki, Devin Faddoul, and Chris Pavcic explore how financial planning goes beyond spreadsheets to help clients design a fulfilling life.
They cover key wealth strategies for high-net-worth individuals, including preparing for a business sale, structuring trusts, tax-efficient charitable giving, and asset protection for physicians. The discussion also dives into managing concentrated stock as an executive and weighing the pros and cons of owning a vacation home.
From proactive tax planning to designing a life with purpose, this episode highlights the importance of financial decisions that go beyond just numbers.
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