Devin Faddoul - Podcast Details

Shows

FIN-LYT by EWA®Breaking Down Retirement with $5M Net WorthIn this episode of EWA’s FIN-LYT Podcast, Devin Faddoul and Ben Ruttenberg break down the million-dollar (or rather, $5 million) question: Is it really enough to retire comfortably? They walk through what $5 million actually gets you in retirement. Beyond the flashy number. You’ll learn how taxes, spending habits, goals, risk tolerance, and portfolio structure can make or break your long-term financial freedom. Whether your aim is legacy, philanthropy, or total independence, this episode offers a clear, personalized framework for aligning your money with your life’s purpose.From retire...2025-08-0524 min

FIN-LYT by EWA®Why Wealth Requires More Than a Financial PlanIn 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, an...2025-07-1524 min

FIN-LYT by EWA®Navigating the Balance of Spending Versus SavingIn this episode of FIN-LYT by EWA, Devin Faddoul and Ben Ruttenberg explore the delicate balance between saving and spending—and why getting it wrong can lead to serious regret.Drawing on their experience working with high-net-worth clients, Devin and Ben break down the psychology behind over-saving and over-spending, highlighting common mindsets like scarcity, abundance, and status comparison. They explain how upbringing and past financial trauma can shape behavior, and why many people struggle to shift gears from accumulation to enjoying their wealth.The conversation also dives into practical fr...2025-04-1519 min

FIN-LYT by EWA®Planning Your Business SuccessionIn this episode of FIN-LYT by EWA, Jamison Smith and Devin Faddoul unpack the complex process of passing a business on to the next generation. With trillions pf dollars set to change hands over the coming decades, they explore why so many succession plans fail—and how to do it right.From emotional hurdles and family dynamics to valuation challenges and tax strategies, Jamison and Devin share real-world examples and planning techniques like gifting, installment sales, and family LLCs. They also offer tips for preparing children to take over and ensuring non-involved siblings are tr...2025-04-0831 min

FIN-LYT by EWA®Financial Planning Beyond the BasicsIn 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...2025-02-1934 min

FIN-LYT by EWA®Inside EWA: Client Case Studies IIIn this episode of FIN-LYT by EWA, Devin Faddoul and Jamison Smith dive into a real-life case study of a high-income couple with a $4.5 million net worth. They discuss how personalized financial planning can help achieve goals like financial independence, college savings, purchasing a vacation home, and making charitable contributions, all while maintaining tax efficiency. The conversation highlights strategies such as maximizing Roth contributions, utilizing the mega backdoor Roth, restructuring life insurance policies, and creating trusts for estate planning. They also tackle optimizing cash flow, managing concentrated stock positions, and aligning investment portfolios with...2025-01-1429 min

FIN-LYT by EWA®Inside EWA: Client Case Studies IIn this episode of FIN-LYT by EWA, Devin Faddoul and Jamison Smith break down a real-life case study of a high-income earning couple. They explore how customized financial strategies can help achieve goals like financial independence, purchasing a dream home, and supporting family, all while maintaining a tax-efficient plan. The discussion covers actionable steps, including maximizing Roth contributions, utilizing the mega backdoor Roth strategy, and adopting direct indexing for taxable accounts. They also address how to avoid lifestyle creep, optimize cash flow, and align asset allocation with long-term objectives. For physicians, they share tips on contract negotiations that can...2025-01-0225 min

FIN-LYT by EWA®Inside EWA: Client Case StudiesIn this episode of FIN-LYT by EWA, Devin Faddoul and Jamison Smith break down a real-life case study of a high-income earning couple. They explore how customized financial strategies can help achieve goals like financial independence, purchasing a dream home, and supporting family, all while maintaining a tax-efficient plan. The discussion covers actionable steps, including maximizing Roth contributions, utilizing the mega backdoor Roth strategy, and adopting direct indexing for taxable accounts. They also address how to avoid lifestyle creep, optimize cash flow, and align asset allocation with long-term objectives. For physicians, they share tips...2024-12-3129 min

FIN-LYT by EWA®Understanding Investing in CryptoIn this episode of FIN-LYT by EWA, Jamison Smith and Devin Faddoul discuss the buzz surrounding cryptocurrency and Bitcoin following the 2024 presidential election. With Bitcoin hitting all-time highs and a pro-crypto administration set to take office, the conversation dives into whether cryptocurrency should be considered a viable investment or remains speculative. They break down key concepts like blockchain technology, the decentralized nature of cryptocurrencies, and their potential use cases across industries. The discussion also highlights the risks, including regulatory uncertainty, price volatility, and platform security concerns. Devin and Jamison weigh in on the recent introduction of cryptocurrency ETFs by...2024-12-0423 min

FIN-LYT by EWA®Financial Planning for NewlywedsIn this episode of FIN-LYT by EWA, Matt Blocki and Devin Faddoul dive into financial planning essentials for newlyweds, emphasizing the importance of early communication around shared financial goals. They introduce the concept of a "money vision" to set a clear path for couples' financial futures, covering crucial decisions around budgeting, debt, and savings that can shape a stable financial foundation. Matt and Devin also discuss strategies like reverse budgeting, aligning on long-term goals like retirement, and balancing personal autonomy with shared financial responsibilities. The episode highlights the importance of proactive planning, including estate and insurance coverage, to ensure...2024-10-3132 min

FIN-LYT by EWA®Financial Planning Checklist for New ParentsIn this episode of FIN-LYT by EWA, Matt Blocki and Devin Faddoul discuss key financial strategies for new parents, focusing on how to manage the increased costs of raising children and ensuring long-term financial stability. They cover the importance of early communication between partners on critical decisions like education, discipline, and housing, emphasizing how these choices can shape a family’s financial future. The episode also dives into budgeting for higher living expenses, estate planning, and risk management. Matt and Devin encourage listeners to create a solid financial plan to minimize stress and enjoy parenthood. Connect with EWA ⁠ https://ewa...2024-10-2417 min

FIN-LYT by EWA®Effective Strategies for Wealth Transfer to the Next Generation In this episode, Jamison Smith and Devin Faddoul delve into the critical topic of efficiently and effectively transferring wealth to the next generation. As the baby boomer generation prepares for retirement, the largest wealth transfer in history is about to unfold, with an estimated $68 trillion expected to be passed down in the United States by 2042. This episode aims to provide listeners with knowledge and strategies needed to navigate this unprecedented financial shift. Jamison and Devin discuss the pros, cons, and various strategies for ensuring a healthy and effective transfer of wealth to children and grandchildren. They highlight the alarming...2024-09-1227 min

Chris James PodcastDevin Faddoul - Solopreneurs AI Wishlist Becoming a solo entrepreneur can provide a sense of fulfillment and impact that may be lacking in a corporate career. Attracting clients as a solo entrepreneur requires a multi-channel approach, including podcasts, newsletters, social media, and referrals. AI has the potential to automate certain tasks in the financial advisory industry, but it is unlikely to replace the role of human advisors entirely. Experimenting with AI tools can help increase productivity and automate repetitive tasks in business. Summary Devin Fadul, founder of Ada Financial, discusses his journey as a solo entrepreneur and the pros and cons of running...2024-06-2157 min

Paid in Full#012 - Khe Hy | Money ProblemsKhe worked on Wall Street for 15 years, fulfilling his childhood dreams: Income. Status. A nice apartment. But deep inside, he was afraid of just going through the motions. So he left it all to create his ideal lifestyle. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠⁠⁠⁠⁠⁠⁠⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠RadReads Newsletter The Examined Life Podcast Khe's Twitter/X Khe's YouTube channel Supercharge your Productivity course Khe's coaching Khe on The Reboot Podcast Die With Zero by Bill Perkins -- Connect with Devin: ...2023-11-2055 min

Paid in Full#009 - Daniela Osio | You Are What You BuyDaniela Osio is the co-founder and CEO of Kloopify, a startup that helps organizations reduce emissions by implementing sustainability into their procurement process. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠⁠⁠⁠⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠⁠⁠⁠⁠⁠Kloopify Ignacio Osio on Google Scholar -- Connect with Devin: ⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠⁠Learn more about joining Adda →⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Listen to other podcast episodes →2023-08-2436 min

Only Fee-Only#61 - Vibing and Living a Fulfilling Life with Intention - Devin FaddoulDevin's Bio:Growing up lower middle-class in Pittsburgh, money was always an issue. But I had two things going for me: my immigrant father instilled in me the hustler mentality and my mother always stressed academics. So in middle school I started mini-businesses to make extra cash, trying my best to stay out of trouble, while making straight A’s. In high school I realized I was too soft to make it in the trades, but knew I had a knack for numbers and people. So I decided to focus on my education. Hello, college.Af...2023-08-1643 min

Paid in Full#008 - Kevin Dahlstrom | The Power of CompoundingKevin Dahlstrom is a former marketing executive and current entrepreneur who recently sold his latest startup, Swell. He lives in Boulder, CO and spends his time rock climbing, crafting Twitter threads, and hanging with family. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠⁠⁠⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠⁠⁠⁠⁠Kevin's Twitter Kevin's newsletter Tweet: The two dimensions of success Swell Die With Zero by Bill Perkins Kevin's podcast -- Connect with Devin: ⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠⁠Learn more about joining Adda →⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Listen to other podcast episodes →2023-07-2040 min

Build A Wealthy Spirit129. How To Do More By Doing LessAn irony in life is that you can accomplish more if you do less. By making everything a priority, we spread ourselves thin and don't finish the big things we want to. Sammie and Michelle look at Charlie Gilkey's method of thinking of the things in your life as "projects." A project is anything that takes time, energy and attention. Gilkey recommends balancing only 3-5 projects at a time, so Sammie and Michelle see how many hypothetical projects are floating around in their brain and walk through the exercise to cut it down. Show...2023-07-1124 min

Paid in Full#007 - Michelle Varghoose | Just Hit PublishMichelle Varghoose is a former tech employee and current online creator. The past couple of years she's been writing, podcasting, and exploring fresh opportunities while on a sabattical. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠⁠⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠⁠Michelle's podcast Michelle's Substack Michelle's Twitter Write of Passage Rearranged Marriage Daniel Vassalo (Small Bets) The Pathless Path by Paul Millerd⁠ Corey Wilks David Perrell -- Connect with Devin: ⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Substack⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ -- ⁠⁠⁠⁠Learn more about joining Adda →⁠⁠⁠⁠ ⁠⁠⁠⁠Listen to other podcast episodes →2023-07-0454 min

Paid in Full#001 - Steven Foster | Divine CharcuterieSteven Foster is a former software engineer turned YouTuber, writer, and photography teacher. His online course, Photography for Creatives, is now live. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: Photography for Creatives Steven's Twitter Steven's YouTube Steven's Substack -- Connect with Devin: ⁠⁠Twitter⁠⁠ ⁠⁠Substack⁠⁠ ⁠⁠Instagram⁠⁠ -- ⁠Learn more about joining Adda →⁠ ⁠Listen to other podcast episodes →⁠2023-06-2054 min

Paid in Full#006 - Mike Sagun | Somatic IntelligenceMike Sagun is a Certified Professional Men’s Coach, working with individuals and companies to help men develop emotional awareness. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠Jack Canfield books San Miguel de Allende EVRYMAN Dan Doty Mike's website Mike's Instagram -- Connect with Devin: ⁠⁠⁠⁠Twitter⁠⁠⁠⁠ ⁠⁠⁠⁠Substack⁠⁠⁠⁠ ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ -- ⁠⁠⁠Learn more about joining Adda →⁠⁠⁠ ⁠⁠⁠Listen to other podcast episodes →2023-06-191h 06

Paid in Full#005 - Rohit Krishnan | An Eternal Golden BraidRohit Krishnan is a UK-based software engineer, investor, and Twitter enthusiast currently writing about artificial intelligence (among other topics) on his excellent Substack, Strange Loop Canon. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: Rohit's Substack⁠ The Pathless Path by Paul Millerd⁠ Succession On Medici and Thiel | Strange Loop Canon Tyler Cowen on EconTalk Gödel, Escher, Bach: An Eternal Golden Braid by Douglas R Hofstadter Kris Abdelmessih's blog -- Connect with Devin: ⁠⁠⁠T...2023-06-061h 18

Paid in Full#004 - Aashay Mody | The Anti-deadlineAashay Mody is a former workaholic who recently took a step back from his education startup, edgi, to read, write, and recharge. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠Adda Financial Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: edgi ⁠The Pathless Path by Paul Millerd⁠ Learn To DJ With Just Your Laptop: No DJ Equipment Needed STREAKS. The to-do list that helps you form good habits. What's Our Problem? by Tim Urban Jefferson by John B. Boles Indian Matchmaking aashaymody.com -- Connec...2023-05-2747 min

Paid in Full#003 - Kerri Feazell | An Artist is Never PoorKerri Feazell is a serial entrepreneur currently running two businesses: Concurrent Productions and Authentic Advisor Video, which provide video marketing and production services for insurtech and financial advisory firms. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠6 Things You Learn Living In (And Killing) A Cult Youth Pastor Kevin on YouTube 2-Night Max Concurrent Productions Authentic Advisor Video -- Connect with Devin: ⁠Twitter⁠ ⁠Substack⁠ ⁠Instagram⁠ -- Learn more about joining Adda → ...2023-05-1641 min

Paid in Full#002 - Matt Croce | Safety in NumbersMatt Croce stays busy with his five kids and his company, Zoar Finance, which provides accounting and bookkeeping services to businesses. -- This podcast is sponsored by: ⁠⁠⁠⁠⁠⁠⁠Adda Financial⁠ Money is a Mindset. What's Yours? -- Stuff mentioned in this episode: ⁠Zoar Finance⁠ ⁠Cormac McCarthy -- Connect with Devin: ⁠⁠Twitter⁠⁠ ⁠⁠Substack⁠⁠ ⁠⁠Instagram⁠⁠ -- ⁠Learn more about joining Adda →⁠ ⁠Listen to other podcast episodes →⁠2023-04-2836 min