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FIN-LYT by EWA®
FIN-LYT by EWA®Direct Indexing for High-Net-Worth InvestorsIn this episode of EWA’s FIN-LYT Podcast, the team dives into one of the a powerful yet often underutilized strategy in modern wealth management: direct indexing. Matt Blocki and Nick Stonesifer unpack why this approach has become a core part of EWA’s investment philosophy, not because it promises to beat the market, but because of how dramatically it can improve after-tax outcomes while maintaining index-level performance.The conversation begins with a simple breakdown of what direct indexing actually is and why traditional mutual funds and even ETFs can create hidden tax inefficiencies insi...
2026-02-0329 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 21 Porzeczka od "kiszonych" do Chanel - superFoodKontakt dla Słuchaczy bezpośrednio z EwąKochani,czarna porzeczka to swojski krzew, należący do rodziny agrestowych. Od lat jest ceniona za swoje unikalne właściwości prozdrowotne i niezliczone korzyści z jej różnorakiego spożywania...Serdecznie pozdrawiam- Ewa
2026-02-0104 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 20 Chmiel - zielony przyjaciel zielarzaKontakt dla Słuchaczy bezpośrednio z EwąDrodzy Słuchacze Chmiel to silne pnącze z tej samej rodziny co marihuana Jego żeńskie kwiaty mają kształt szyszek i są kluczowym składnikiem piwaMa także szerokie zastosowanie w medycynie i ziołolecznictwie Młode pędy chmielu są pożądanym i drogim przysmakiemZapraszam do słuchaniaEwa
2026-01-2504 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 19 Jemioła magiczny eliksir celtyckich druidówKontakt dla Słuchaczy bezpośrednio z EwąMili Słuchacze,Jemioła to nie tylko świąteczna ozdoba, która daje pretekst do pocałunków. Poznaj jej lecznicze właściwości, zastosowanie i tradycje związane  z tym świętym zielem celtyckich druidów.Miłego odbioru-Ewa
2026-01-1105 minFIN-LYT by EWA®
FIN-LYT by EWA®Tax Season with EWA: Lessons from Year One and What’s AheadIn this episode of EWA’s FIN-LYT Podcast, Matt Blocki is joined by Tyler Bidwell for a deep dive into the evolution of EWA Tax Services and what it really looks like when tax planning is fully integrated inside a wealth management firm. Reflecting on year one and looking ahead to the 2025 tax season, they unpack the wins, lessons learned, and strategic upgrades designed to dramatically improve the client experience.Matt and Tyler discuss why embedding tax professionals within a wealth advisory practice creates massive efficiencies, from eliminating redundant client homework to proactively anticipating tax issues long be...
2025-12-3021 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 18 Rabarbar czyli Rzewień - multiTalent z babcinego ogroduKontakt dla Słuchaczy bezpośrednio z EwąMoi drodzyDzisiaj chcę przypomnieć staromodne warzywo uważane w USA za owoc.Niegdyś, gdy w kuchni piekł się placek z rabarbarem, był to znak że wiosna właśnie nadeszła Oprócz niewątpliwych walorów smakowych, rabarbar jest też cenną rośliną leczniczą.Posłuchajcie!Pozdrawiam Ewa
2025-12-2804 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 17 Mydlnica lekarska - zrób sobie antyalergiczne mydło i szamponKontakt dla Słuchaczy bezpośrednio z EwąDrodzy Słuchacze!Mydlnica lekarska to ziółko, które potrafi nieźle zaszumiećJej sekret to duża ilość saponin myjących Nazywana jest zielonym mydłem, skutecznie zastąpi na biwaku, szampon, proszek do prania i płyn do mycia naczyń Jak zawsze życzę ciekawego słuchaniaEwa
2025-12-1405 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 16 Fiołek trójbarwny, jeśli trzeba zadbać o naszą ceręKontakt dla Słuchaczy bezpośrednio z EwąMoi drodzy Słuchaczki i Słuchcze Serdecznie polecam opowieść o fiołku trójbarwnym. Ta niepozorna roślinka rozprawia się skutecznie ze zmorą nastolatków, czyli trądzikiem, atopowym zapaleniem skóry, łuszczycą i wieloma innymi problemami Dziękuję za Waszą uwagęEwa
2025-11-3005 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q1 2026Welcome to EWA’s Quarterly Market and Portfolio Commentary, released early to give you an advanced look at our Q1 2026 positioning.In this update, Matt Blocki walks through the major forces shaping markets heading into the new year, including strong corporate earnings, moderating inflation, improving liquidity conditions, and a more accommodative Federal Reserve. Together, these trends support a constructive stance toward risk assets and informed adjustments across EWA portfolios.This commentary covers:• The Q1 2026 rebalance completed early and increased equity overweight• Economic growth tailwinds, fiscal policy impacts, and consumer strength• Inflation trends, Fed cuts...
2025-11-2516 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 15 Gorczyca - Leczy, bawi i wyostrza zmysły(w klasztorach zakazana!!!)Kontakt dla Słuchaczy bezpośrednio z EwąKochani słuchacze,jeśli lubicie musztardę ,posłuchajcie co jeszcze potrafi ta niepozorna roślina nie tylko w kuchni, jak wspiera nasze zdrowie i samopoczucie Dziękuję serdecznie za Waszą obecność Ewa
2025-11-1604 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 14 "Chlebki z pola" czyli Tasznik pospolityKontakt dla Słuchaczy bezpośrednio z EwąSzanowni SłuchaczePospolicie występujący chwastokazuje się być zielem ratunkowym nawet przy silnych krwawieniachJest też detektorem metali ciężkich, a jego nasionka zabijają nicienie i larwy komarów i chociaż brzmi to niesamowicie są pseudodrapieżne czyli protocarnivorus. Otaczający nasionka śluz zabija bakterie i pierwotniaki zawarte glebie, a pozyskiwane białko i azot odżywią kiełkujące roślinki! Naprawdę sprytnie prawda? Przyjemnego słuchania Ewa
2025-11-0204 minFIN-LYT by EWA®
FIN-LYT by EWA®Real Estate and Taxes: What You Should Know Before You BuyIn this episode of EWA’s FIN-LYT Podcast, Matt sits down with Nick to cut through the hype around “real estate tax hacks” and reveal what actually works. They explain how real estate investors, business owners, and high-income professionals can use proven tax strategies like cost segregation, bonus depreciation, and the real estate professional election, to save big the right way.You’ll learn how to separate fact from fiction when it comes to TikTok tax tips, understand the difference between active and passive income, and see real examples of how the right structure can unlo...
2025-10-2134 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 13 Glistnik jaskółcze ziele - szczęśliwa trzynastka!Kontakt dla Słuchaczy bezpośrednio z EwąMili Słuchacze Glistnik jaskółcze ziele, to skuteczna broń na kurzajki, brodawki i nie tylkoZabija grzyby i wirusy, uspokaja, zapobiega alergiom, uśmierza ból Znajdziecie go na prawie każdej łące!Przyjemnego słuchaniaEwa 
2025-10-1904 minFIN-LYT by EWA®
FIN-LYT by EWA®Private Markets: A Practical Guide for InvestorsIn this episode of EWA’s FIN-LYT Podcast, Matt and Devin break down the often-misunderstood world of private markets and why high-net-worth investors are increasingly turning to them for diversification and long-term growth.They unpack the fundamental differences between public and private markets, exploring why companies like SpaceX, Stripe, and OpenAI are choosing to stay private and what that means for investors. The conversation covers the rise of private credit and private equity, the growth trajectory of this $12 trillion market, and why these opportunities were once limited to institutions but are now opening up to...
2025-10-1415 minFIN-LYT by EWA®
FIN-LYT by EWA®How to Know When You’ve Saved EnoughIn this episode of EWA’s FIN-LYT Podcast, Matt Blocki joins EWA members to dive into one of the most personal and complex financial questions: How do you know when you’ve saved enough?They explore why traditional rules of thumb like “you need $10 million to retire” often fall short, and how defining “enough” depends on your lifestyle, goals, and values. It's not a static number. Through real client examples, they illustrate how over-saving can quietly rob families of joy and time, while under-saving can create long-term financial stress.The discussi...
2025-10-0717 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 12 Czarnuszka skarb Proroka Mahometa!Kontakt dla Słuchaczy bezpośrednio z EwąDrodzyCzarnuszka to nie tylko skarb Proroka ale także złoto faraonów!Olej z nie  był wysoko ceniony już w starożytnym Egipcie, a fiolkę z olejem w grobowcu Tutanchamona.W świecie arabskim czarnuszka do dziś uważana jest za lekarstwo na wszystko oprócz śmierci.Te malutkie ziarenka mają wielką moc! Pozdrawiam Ewa
2025-10-0505 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q4 2025In this early Q4 market commentary, EWA provides timely insights into recent portfolio rebalancing and the evolving market environment. Matt Blocki shares a comprehensive overview of tactical shifts, policy expectations, and structural investment themes shaping portfolios as we close 2025. The commentary highlights how EWA is selectively leaning into opportunities while maintaining risk management amid policy uncertainty and geopolitical complexity.The update reaffirms EWA’s disciplined, long-term investment approach, focused on resilience, diversification, and high-conviction ideas. Staying selective yet bold, especially where signals are clear, remains central to the firm’s philosophy.
2025-09-2317 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 11 Nawłoć - Złota rózga naszych pólKontakt dla Słuchaczy bezpośrednio z EwąMili Słuchacze,  Nawłociami jesień się zaczyna, można powiedzieć parafrazując słowa wiersza Juliana Tuwima - „Mimozami jesień się zaczyna”.Nawłoć ma wszechstronne działanie, oczyszcza organizm z toksyn. Jej leczniczy wpływ  jesienne infekcje oraz nerki i choć została uznana za roślinę inwazyjną, zostawmy w swoim ogrodzie trochę miejsca dla tej polskiej mimozy.Miłego słuchania- Ewa.
2025-09-2105 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 10 Cebula - To jest superfood!Kontakt dla Słuchaczy bezpośrednio z EwąSzanowne Słuchacze i Słuchaczki,w tym odcinku przedstawiam niezwykłe zalety jednego z najstarszych warzyw znanego ludzkości od tysięcy lat .Zapraszam do bliższego poznania królowej warzywPrzyjemnego odsłuchuEwa
2025-09-0705 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA’s Guide to the New Tax Bill: Top 10 Changes That MatterIn this episode of EWA’s FIN-LYT Podcast, the team unpacks the newly passed tax bill, one of the most talked about pieces of legislation in recent months. With nearly 800 pages of changes, the advisors simplify it by focusing on the top 10 provisions that matter most for high income professionals, retirees, executives, and business owners.From income tax brackets and estate planning exemptions to SALT deductions, charitable contributions, Section 179 expensing, and the corporate tax rate, the discussion highlights where clients will feel the biggest impact. You’ll also hear insights on new savings accounts for...
2025-09-0222 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 09 Szałwia - królowa ziół. Poznaj jej wspaniałe działanie dla ducha i dla ciałaKontakt dla Słuchaczy bezpośrednio z EwąDrodzy i mili Słuchacze,szałwia lekarska to jedno z najpotężniejszych ziół, które współcześnie wraca do łask dzięki swoim unikalnym zaletom Dowiecie się jak używać szałwii na codzień, aby wspierała gardło, trawienie, pamięć i hormony.Dziękuję za Waszą uwagę -Ewa
2025-08-2404 minFIN-LYT by EWA®
FIN-LYT by EWA®Guide to Booking Luxury Vacations with PointsIn this episode of EWA’s FIN-LYT Podcast, the team reveals how to turn everyday spending into luxury travel without draining your bank account. From flights that fold into beds to five star all inclusive resorts, you will learn the ins and outs of credit card point strategies that have saved clients $20,000 to $35,000 on dream vacations.They share real world examples, including a $12,000 Cancun trip booked for $50 out of pocket and an upcoming Italy adventure valued at $35,000 for under $5,000. You will hear how to maximize sign up bonuses, navigate companion passes, use strategic tax and large purchase pa...
2025-08-1915 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 08 Lipa-odpocznij w cieniu korony, jej dobroczynnego działaniaKontakt dla Słuchaczy bezpośrednio z EwąKochani Słuchacze!Lipa to w mojej opinii, jedno z najpiękniejszych drzew rosnących na polskiej ziemi.Jej kwiaty, liście i kora mają długą historię zastosowań leczniczych, a współczesna  fitoterapia, wciąż korzysta z jej dobroczynnego działania na nasze zdrowie i wyjątkowych właściwości Ciekawego słuchania Ewa
2025-08-1005 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 07 Nagietek - skarb przydomowego ogrodu i jak go zastosowaćKontakt dla Słuchaczy bezpośrednio z EwąDrodzy Słuchacze,nagietek to nie tylko dekoracja przydomowych ogródków Ma znacznie więcej zalet niż przyciągający wzrok kolor i kształt, albowiem od wielu lat ratuje nasze zdrowie. Dowiedz się więc, Miły Słuchaczu w jakich sytuacjach warto go stosowaćCiekawego słuchaniaEwa.
2025-07-2705 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 06 Wierzba-Aspiryna prosto z natury!Kontakt dla Słuchaczy bezpośrednio z EwąMili Słuchacze,napary z kory wierzby nazywane są roślinną aspiryną, a badania nad jej właściwościami  dały początek przemysłowi farmaceutycznemu.Miłego i ciekawego słuchania
2025-07-1304 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 05 Rumianek Panaceum Krecika!Kontakt dla Słuchaczy bezpośrednio z EwąMili Słuchacze, matricaria chamomilla czyli rumianek lekarski to jedno z najbardziej znanych i  lubianych ziół na świecie.Co daje i na co pomaga codzienne picie rumianku, odkryjecie  wraz ze mną tym odcinku.Ciekawego słuchania i na zdrowie-Ewa.
2025-06-2906 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA's Strategic Moves: Time-Saving, Tax-Forward, Multi-Generational PlanningIn this episode of FIN-LYT by EWA, Matt Blocki and Ben Ruttenberg unveil a major evolution in EWA’s client service model by introducing fiduciary custody and expanded high-net-worth offerings. They discuss how these changes empower the firm to take a more proactive, comprehensive role in managing clients' financial lives, from daily 401(k) administration to multigenerational estate planning. Matt and Ben break down what fiduciary custody really means, why EWA is embracing the added responsibilities and compliance layers it brings, and how this allows them to act as trustees and directly execute time-sensitive tasks on...
2025-06-2418 minFIN-LYT by EWA®
FIN-LYT by EWA®AI Meets AdvisoryIn this episode of FIN-LYT by EWA, Matt Blocki is joined by Chris Pavcic and Jamison Smith to explore how artificial intelligence is reshaping the financial advisory industry, both behind the scenes and directly for clients. They dive into how EWA is using AI today, its potential for the future, and what that means for the advisor-client relationship.From simplifying tax code research to streamlining internal workflows and even designing office spaces or managing budgets, Matt, Chris, and Jamison share real-world ways AI is saving time and improving client service. They explain how AI...
2025-06-1822 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 04 Kobylak - dar natury dla jelitKontakt dla Słuchaczy bezpośrednio z EwąMili słuchacze, przedstawiam Wam prawdziwe panaceum od lat stosowane w zielarstwie ludowym na niestrawność i kłopoty żołądkowe, które jak wiadomo dopadają nas w najmniej stosownym momencie Miłego słuchania Na zdrowieEwa
2025-06-1505 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 03 Babka lancetowata - towarzyszka podróżnikówKontakt dla Słuchaczy bezpośrednio z EwąSzanowni Słuchacze,Babka lancetowata niejednokrotnie ratowała mnie i moją rodzinę w tarapatach.Podczas wędrówki, na obtarcia czy nieopatrznie przeciętą stopę podczas brykania moich dzieci w wodzie. Zawsze znalazłam ją kilka metrów od nas i szybko przy pomocy rozgniecionego listka zrobiłam opatrunek.Warto o niej pamiętać, może uratować i Was!Miłego słuchania i na zdrowie!Ewa.
2025-06-0104 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q3 2025In this mid-quarter update, EWA provides timely insight into recent trades and the evolving market environment. Matt Blocki shares a detailed overview of strategic portfolio shifts, policy developments, and the macroeconomic backdrop shaped mid Q2 and forecasted into Q3 of 2025. The commentary highlights how EWA is actively managing portfolios to balance near-term risks with long-term opportunities.The commentary reaffirms EWA’s long-term investment approach, focused on resilience, diversification, and high-conviction ideas. Staying disciplined amid noise and policy uncertainty remains a cornerstone of the firm’s portfolio philosophy.1. Trade recap and t...
2025-05-2718 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 02 Pokrzywa - Zielona Pani WiosnyKontakt dla Słuchaczy bezpośrednio z EwąSzanowni Słuchacze,zapraszam do słuchania o roślinie, która choć czasem uciążliwa szybko zaskarbi sobie Wasze serca. Pokrzywa bo o niej mowa jest tak wszechstronna, że zadziwia nawet botaników i badaczy z ogromnym doświadczeniem!Miłego słuchania i na zdrowie!Ewa.
2025-05-1804 minEwa w ogrodzie
Ewa w ogrodzieEwa o Ziołach 🌿 - 01 Melisa zaprasza do iście magicznej 54-odcinkowej serii!Kontakt dla Słuchaczy bezpośrednio z EwąDrodzy Słuchacze,to już dwa lata Podcastu Ewa w Ogrodzie!Czas to uczcić! Z tej okazji wypuszczam dla Was nową 54 odcinkową serie, która przez najbliższe dwa lata przybliży nam wszystkim cudowny świat ziół🌿.Od ziół tak naprawdę przed laty rozpoczęła sie moja nieprzerwana miłość do roślin.Miłego słuchania Ewa. 👩‍🌾
2025-05-0404 minFIN-LYT by EWA®
FIN-LYT by EWA®Cybersecurity in Your FinancesIn this episode of FIN-LYT by EWA, Matt Blocki is joined by Ben Ruttenberg to break down cybersecurity best practices and how to keep your finances safe in today’s digital world. They dive into the growing risks of cybercrime and identity theft, and outline how individuals and firms can proactively protect their data and assets.The conversation focuses on the real-world steps EWA takes to safeguard client information—both at the institutional level with custodians like Fidelity, and at the personal level with tools like multi-factor authentication, secure document vaults, and cybersecurity insurance. Matt...
2025-03-2528 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q2 2025In this quarterly portfolio and market update, Matt Blocki reviews EWA’s Q2 2025 portfolio positioning and provides insights on recent market volatility. Despite headline risks and geopolitical uncertainty, the portfolio maintains a risk-on stance with strategic adjustments. The equity overweight has been slightly reduced from 4% to 3%.Key tactical moves include adding to U.S. equities, maintaining overweight positions in mega-cap tech stocks, and increasing gold exposure by 1% as a hedge against geopolitical risks and potential global trade disruptions. Fixed income strategy involves shortening duration within U.S. Treasuries and reducing ultra-long bond exposure to ma...
2025-03-1117 minFIN-LYT by EWA®
FIN-LYT by EWA®Our Approach to Risk ManagementIn this episode of FIN-LYT by EWA, Matt Blocki is joined by Jimmy Ruttenberg and Allison Quatchak, who recently joined the EWA team to bring risk management in-house and provide the best service available for clients. They dive into Risk Management 101, breaking down why EWA made this move, how it fits into a comprehensive financial plan, and what clients need to know when reviewing their coverage.The conversation covers the key factors in assessing risk management needs, common mistakes that leave families exposed, and how the underwriting process really works—from medical exams to fi...
2025-02-2635 minFIN-LYT by EWA®
FIN-LYT by EWA®How to Make Tax Filing Easy: Pro Tips from a CPAIn this episode of FIN-LYT by EWA, Matt Blocki is joined by Tyler Bidwell, CPA and Director of Tax at EWA, to discuss key tax strategies as filing season approaches. They break down three essential tips to ensure a smooth tax process, avoid mistakes, and maximize savings. The conversation covers proactive tax planning—why getting started in December is crucial for minimizing surprises. They highlight the importance of strong communication with your CPA to ensure tax decisions align with financial goals. Finally, they discuss why procrastination can lead to costly errors and unnecessary stress....
2025-02-0512 minFIN-LYT by EWA®
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 minFIN-LYT by EWA®
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 minFIN-LYT by EWA®
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 minFIN-LYT by EWA®
FIN-LYT by EWA®Introduction to Tyler Bidwell, CPA and EWA's Tax ServicesIn this episode of FIN-LYT by EWA, Matt Blocki sits down with Tyler Bidwell, EWA's new CPA and Director of Tax Planning, to discuss the integration of tax planning into holistic financial advising. They dive into Tyler's journey to EWA, his professional background, and how his approach to proactive tax planning is set to redefine client experiences. The conversation covers key pain points in traditional CPA-client relationships, including tax surprises and inefficiencies in communication, and how EWA aims to solve them. Tyler shares insights on the importance of proactive tax strategies, seamless integration of financial and tax planning, and...
2024-12-1736 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q1 2025In this quarterly portfolio and market update, Matt Blocki reviews the adjustments made to the EWA portfolio in Q1 of 2025, including an increased equity overweight from 1% to 4% following the removal of election uncertainty. The update emphasizes a bullish outlook driven by strong GDP growth, moderating inflation, and robust consumer spending. Tactical adjustments include leaning into U.S. equities, adding exposure to the momentum factor, and introducing a small allocation to gold to diversify against geopolitical risks. Changes in fixed income involve trimming duration and increasing allocations to high-yield bonds and convertible bonds. The video concludes with a review of...
2024-11-2012 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q4 2024 1. Introduction (0:09) 2. Market Summary and Commentary (0:53) 3. EWA Portfolio Adjustments and Philosophy (1:43) 4. EWA Live Look at Portfolio (4:45) 5. Election Year Market Volatility (9:17) Connect with EWA: https://ewa-llc.com/ Follow Us on Social Media: 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
2024-10-1013 minRise and Thrive ~ Mornings with Intention!
Rise and Thrive ~ Mornings with Intention!Episode 2: Ewa's Journey of Radical TransformationRise & Thrive - Mornings with IntentionNever Give Up – Ewa's Journey of Radical TransformationWelcome to today's podcast episode, where we delve into the powerful story of Ewa Krempa. Ewa seldom shared her youth experiences, as they were shrouded in memories and emotions too difficult to confront. However, these stories have transformed into invaluable lessons over time. In 1993, Ewa's life changed dramatically when her parents decided to move from Poland to Canada. Moving from a small southern Polish village to...
2024-09-0709 minRise and Thrive ~ Mornings with Intention!
Rise and Thrive ~ Mornings with Intention!Episode 1: Midlife Awakening: Embracing Change and Finding New PurposeRise & Thrive - Mornings with IntentionWelcome to my Episode 1Topic: "Midlife Awakening: Embracing Change and Finding New Purpose." Introduction: Join Ewa as she recounts her transformative journey fueled by a passion for travel and a quest for deeper meaning. Her story is a blend of adventure, self-discovery, and awakening.Adventurous Youth: From a young age, Ewa was drawn to travel. A high school trip to Europe in 2000 ignited her wanderlust, leading her to...
2024-09-0707 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q4 2023 1. EWA Firm  Initiatives  (00:45) 2. Quarter 3 Recap  (09:52) 3. Looking Ahead to Quarter 4 (14:24) 4. Financial Planning (28:23) Connect with EWA ⁠ https://ewa-llc.com/⁠Follow Us on Social Media 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
2024-07-1633 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q1 2024 1. EWA Firm Initiatives (00:39) 2. 2023 Q4 Recap (05:29) 3. Looking Ahead Into Q1 (11:30) 4. Portfolio Changes (21:00) 5. Financial Planning Tips (33:57) Connect with EWA ⁠ https://ewa-llc.com/ ⁠Follow Us on Social Media 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
2024-07-1640 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q2 20241. Introduction (0:09) 2. Market Summary and Update (0:54) 3. EWA Portfolio Model and Philosophy (16:26)  4. EWA Live Look at Portfolio (22:47) Additional Content Available on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with EWA ⁠ https://ewa-llc.com/⁠Follow Us on Social Media 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
2024-07-1635 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q3 2024 1. Introduction (0:14) 2. Market Summary and Update (0:52)    3. EWA Portfolio Model and Philosophy (14:38)   4. Wrap Up and Summary (16:32) Connect with EWA ⁠ https://ewa-llc.com/⁠Follow Us on Social Media 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
2024-07-1617 minFIN-LYT by EWA®
FIN-LYT by EWA®Beyond the Numbers: Managing Paradoxes While Solving Financial Planning ProblemsIn this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden unravel the complexities and paradoxes that often accompany financial decisions, aiming to simplify some of the most common financial problems clients face. Matt and Stephanie shed light on the pivotal role of financial advisors, extending beyond conventional problem-solving to address the emotional and psychological facets of financial management. The discussion underscores the irreplaceable value of financial advisors in overcoming the human challenges of regret, stress, and internal conflict, proving that the true value of their services far surpasses any fee—especially when compared to the limited so...
2024-03-1436 minFIN-LYT by EWA®
FIN-LYT by EWA®Decoding Private Investments: Complexities of Private Equity, Venture Capital, and Real EstateIn this episode of the FIN-LYT by EWA, Matt Blocki, Jamison Smith, and Ben Ruttenberg discuss various types of private investments and their complexities. The realm of private investing has become increasingly accessible to high-net-worth individuals, and it is critically important to do proper due diligence and understand the nuances of these investments. Matt, Jamison, and Ben dissect the three main categories of private investments: private equity, venture capital, and more localized, mom-and-pop private deals, adding a fourth dimension with real estate syndicates. They provide a comprehensive breakdown of each category, highlighting the differences in strategies, the level...
2024-03-0736 minFIN-LYT by EWA®
FIN-LYT by EWA®Do's and Don'ts When Tracking Your Financial PlanOn this episode of FIN LYT by EWA, Ben Ruttenberg and Stephanie Bogden on a deep dive into financial wellness focusing on distinguishing between productive and counterproductive financial tracking habits. Ben and Stephanie share insights into the practices that truly matter when it comes to tracking your financial journey. From the pitfalls of obsessing over a perfect credit score to the common mistake of tracking every single expense, they unravel the misconceptions that can derail your financial planning efforts. Ben and Stephanie shed light on the constructive strategies that can lead to genuine financial health, including the benefits...
2024-02-2922 minFIN-LYT by EWA®
FIN-LYT by EWA®Revocable and Irrevocable Trusts: Exploring Estate Planning and Tax EfficiencyIn this episode of FIN LYT by EWA, hosts Matt Blocki, Ben Ruttenberg, and Chris Pavcic dive into the intricacies of trusts, estate planning, and tax efficiency. They provide valuable insights into the distinctions between revocable and irrevocable trusts and the critical role they play in safeguarding one's financial legacy. They discuss the benefits of revocable trusts, highlighting their benefits, including control, privacy, and the avoidance of probate. They stress the importance of thorough estate planning, encompassing power of attorneys and living wills, to ensure a smooth transition in cases of incapacitation or passing. Shedding light on irrevocable...
2024-02-2240 minFIN-LYT by EWA®
FIN-LYT by EWA®Navigating the Crossroads of Entrepreneurship, Family Ties, and Personal GrowthIn this special episode of FIN LYT by EWA, Matt Blocki welcomes his lifelong friend, client, and accomplished business owner, Matt White. In this deeply engaging conversation, they delve into Matt White's transformative journey from a finance enthusiast to a technology entrepreneur behind TSI Video, a leader in onboard video surveillance solutions for public transit across North America. Discover the pivotal moments that shaped TSI Video's trajectory, including the strategic shift from reselling to developing proprietary products and navigating the complex process of business transition from one generation to the next. Matt White shares the invaluable lessons learned...
2024-02-151h 18FIN-LYT by EWA®
FIN-LYT by EWA®5 Missteps to Avoid in Your Financial PlanIn this episode of FIN LYT by EWA, Matt Blocki, Chris Pavcic, and Jamison Smith discuss five crucial things you should avoid in your financial plan and shed light on the potential risks and pitfalls associated with various financial strategies. They draw from real life experiences with clients throughout their careers as advisors.    Included in their list are Initial Public Offerings (IPOs) likening some IPOs to pump and dump schemes, hedge funds that aim to outperform the market and “indexed universal anything” including annuities and indexed life insurance contracts. Learn more about hidden fees and limita...
2024-02-0832 minFIN-LYT by EWA®
FIN-LYT by EWA®Master Travel through Points and Miles with Bryce Conway of 10x TravelIn this week’s episode of FIN-LYT by EWA, Matt Blocki welcomes special guest, Bryce Conway, Founder of 10x Travel. Bryce shares invaluable insights and resources for individuals and couples looking to unlock the power of travel using points and miles. Matt and Bryce dive into the following and more in this episode: • How to identify a starting point for anyone interested in free travel • How to access 10x Travel's website, where you can access their free course on leveraging points and miles for incredible travel experiences. • How 10x Travel can help you extract maximum value from you...
2024-02-011h 05FIN-LYT by EWA®
FIN-LYT by EWA®Protecting Your Finances and Data: Cybersecurity EssentialsIn this episode of FIN LYT by EWA, Matt Blocki and Jamison Smith dive into the critical topic of cybersecurity. As the digital landscape evolves, so do the threats to our personal and financial information. Matt and Jamison offer insights and advice on how individuals can safeguard themselves proactively and reactively in the digital age. They discuss the alarming prevalence of cyberattacks in organizations, particularly during the pandemic and stress the importance of staying vigilant and proactive in the face of these threats. Topics include: 1. Risks of using public Wi-Fi networks and...
2024-01-1132 minFIN-LYT by EWA®
FIN-LYT by EWA®Navigating NIL: Financial Literacy and College AthleticsIn this episode of FIN LYT by EWA, Matt Blocki and Ben Ruttenberg discuss the world of NIL (Name, Image, Likeness) in college athletics. Ben, a self-professed sports enthusiast, discusses the significant changes in the college athletic landscape due to NIL and its implications for student-athletes' financial literacy. They explore the origins of NIL and why it was adopted by the NCAA in 2021 and emphasize the opportunities it provides for student-athletes to profit without jeopardizing their eligibility. The conversation explores the financial implications of NIL income, tax considerations, and strategies for managing newfound wealth. They stress the importance...
2024-01-0430 minFIN-LYT by EWA®
FIN-LYT by EWA®Investing Cash Into The Market: Market Timing, Psychology, and the Long Game In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive deep into the world of investing, discussing the common struggles individuals face when deciding when and how to put their cash into the stock market. They address the top three objections people have when considering investing their cash, including concerns about high valuations and waiting for market drops. The hosts also explore the psychological aspect of investing and how it impacts decision-making. The episode takes a data-driven approach, examining historical trends and statistics to dispel common myths about market timing. They emphasize the importance of a...
2023-12-2128 minFIN-LYT by EWA®
FIN-LYT by EWA®Simplifying Medicare and Healthcare Planning in RetirementIn this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into the complexities of Medicare and healthcare planning. Their discussion details everything from the basics of Medicare to considerations for healthcare before and after retirement. Discover the key differences between Medicare and Medicaid, the historical background of Medicare, and how it has evolved over the years to meet the changing needs of an aging population. Learn about the various parts of Medicare, from Part A to Part D, and understand the costs and premiums associated with each. Matt and Jamison also provide...
2023-12-1425 minReorient.pl
Reorient.pl40. “Polska dla Polaków!” – przestępczość z nienawiści: Anna Juzaszek, dr Ewa GórskaTa rozmowa poświęcona jest przestępczości z nienawiści w Polsce, szczególnie tej skierowanej wobec osób wyznających islam. Anna Juzaszek i dr Ewa Górska rozmawiają o wynikach swoich badań, które prowadziły w polskich sądach, analizując akta w sądach karnych. W rozmowie poruszane są wątki takie jak: 🔹 Czym są przestępstwa z nienawiści? 🔹 Jakie grupy są atakowane w Polsce z powodu uprzedzeń wobec nich? 🔹 Czy przestępstwa z nienawiści popełniają jakieś konkretne osoby? 🔹 O roli alkoholu w takiej przestępczości? 🔹 Czy za...
2023-12-1449 minFIN-LYT by EWA®
FIN-LYT by EWA®Unlocking Higher Education: Navigating College Admissions with Kris Wong Davis of Carnegie Mellon UniversityIn this episode of FIN-LYT by EWA, Jamison Smith is joined by Kris Wong Davis, the Vice Provost for Enrollment Management and Dean of Admission at Carnegie Mellon University. Together, they dig into the intricate world of higher education, providing valuable insights and advice for students and parents embarking on the college journey. Kris Wong Davis sheds light on the pivotal role of her office in the higher education process and underscores the significance of guiding prospective students through the admissions process, helping them understand what a university has to offer and ultimately determining if the university...
2023-12-0754 minFIN-LYT by EWA®
FIN-LYT by EWA®Avoiding Million-Dollar Mistakes with Your Equity Compensation: Understanding RSU’s, ISO’s and PSU’sIn this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith demystify the world of equity compensation and simplify this complex and valuable component of compensation packages. They define equity compensation as non-cash benefits offered to employees, typically in the form of ownership in the company. Whether it's stock options, restricted stock units (RSUs), or employee stock purchase plans, these incentives are commonly provided by public companies, private companies, and startups to align employee interests with company growth. Matt and Jamison discuss the why and how of equity compensation, emphasizing its role in retaining employees through...
2023-11-3037 minFIN-LYT by EWA®
FIN-LYT by EWA®10 Things You Should Know About Your 401kIn this episode of FIN-LYT by EWA, Matt Blocki and Ben Ruttenberg dive into the world of 401(k) retirement plans, sharing valuable insights and expert advice on crucial aspects you need to know to make the most of your retirement savings. Whether you're just starting your career or nearing retirement, this episode has something for everyone who has an employer provided plan.  Included in this episode are discussions on Roth vs. Pre-Tax Contributions, Employer Match, After Tax Contributions, 401k loans and much more. Tune in to this episode of FIN-LYT by EWA for a comprehensive guide to optimizing your 401(k...
2023-11-2241 minFIN-LYT by EWA®
FIN-LYT by EWA®The Mega Backdoor Roth Strategy ExplainedIn this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into a financial strategy that often flies under the radar but has the potential to supercharge your retirement savings: the Mega Backdoor Roth. Many individuals may be familiar with traditional retirement savings options, but the Mega Backdoor Roth 401k is a less well-known yet incredibly powerful tool that can help build your retirement nest egg more rapidly. Matt and Jamison will break down the intricate details of this strategy, explaining how it works and why it's a game-changer for many clients. It's a financial...
2023-11-1638 minFIN-LYT by EWA®
FIN-LYT by EWA®If You Knew the Stock Market Would Drop 50% Tomorrow, Would You Stay In?In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden dive into the timely topic of staying invested and focusing on long-term strategies during market downturns. They discuss how the stock market consistently transfers wealth from impatient to patient investors, emphasizing the importance of aligning oneself with the latter group. They discuss the significance of market movements, volatility, and bear markets, revealing that those born before 1973 have witnessed three major market downturns of approximately 50% drops, while those born after March 2000 have already navigated two of these, along with the rapid decline in March 2020. They explore...
2023-11-0932 minBalkoniara
BalkoniaraTęsknię i tracę, ale co z tego? Bovska w rozmowie z Ewą KaletąGościnią podcastu jest Bovska. Rozmowa o tym, jak żyć po 30-stce. Jak tracić, jak tęsknić i jak nie zwariować. Rozmawia TA Ewa Kaleta. Balkoniara to podcast, w którym Ewa Kaleta, pomaga kobietom - i samej sobie - poskładać świat. Towarzyszą jej w tym goście, którzy razem z Ewą, w rozmowie, wykuwają odpowiedzi i pytania. Dziewczyno, kobieto, mamo - ten podcast jest dla Ciebie. ⁠TUTAJ⁠ możesz zapisać się na newsletter Ewy. Podcast powstaje w ⁠NEWHOMERS⁠. Autorem oprawy muzycznej jest ⁠Patri...
2023-11-031h 01FIN-LYT by EWA®
FIN-LYT by EWA®Debunking 5 Financial Planning MisconceptionsIn this episode of FIN-LYT by EWA, hosts Matt Blocki and Jamison Smith tackle five common misconceptions in financial planning that they’ve encountered in their careers. They breakdown the idea that "buying is better than renting.",  the myth that it's better to have multiple financial advisors and spread your money out, the idea that "more money equals more happiness." and more. They also discuss how individual values, circumstances, and psychological factors all play a role in biases, decision making processes and, ultimately, in determining happiness. This episode will challenge these financial planning misconceptions and provide valuable insights to hel...
2023-11-0245 minFIN-LYT by EWA®
FIN-LYT by EWA®Top 10 Tips for Raising Financially Responsible Kids In this episode of FIN-LYT by EWA, Matt Blocki and Stephanie Bogden share their top 10 tips for raising financially responsible kids and shaping their perspective on money and success. Communication about money is key as you teaching children about earning, saving, and spending wisely. Matt and Stephanie’s tips include creating an environment where kids feel comfortable asking questions about financial matters, beginning to save early for future goals and encouraging parents to brainstorm ways for their children to earn what they desire. This includes discussing the value of tasks around the home and how they can contribute to wh...
2023-10-2624 minReorient.pl
Reorient.pl35. Strefa Gazy (październik 2023): Dr Ewa GórskaRozmowa została nagrana dla podcastu Instytutu Badań nad Turcją "W szpilkach dookoła świata" i poprowadziła ją dr Karolina Wanda Olszowska. W tym odcinku Karolina pyta, a Ewa odpowiada i rozmawiamy o: - historii Strefy Gazy - sytuacji humanitarnej w Gazie przed obecnym atakiem odwetowym Izraela - okupacji i o reżimie prawa międzynarodowego w sytuacji okupacji zbrojnej Palestyny przez Izrael - dlaczego powinno nas interesować, co w Strefie Gazy się dzieje. Rozmowę nagrałyśmy 14 października 2023.
2023-10-1728 minFIN-LYT by EWA®
FIN-LYT by EWA®How to Ensure the Value You Receive is Well Above the Fee You Pay to a Financial AdvisorIn this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into the world of fees charged by planners, advisors and agents. With a commitment to full transparency, they break down the various fees that clients could be charged and what these costs actually mean. Understanding how and what fees are being charged is crucial for making informed decisions about your financial future. Matt and Jamison offer listeners invaluable insights, demystifying the fee structures employed by different financial professionals, from flat fees to commissions and AUM (Assets Under Management) charges. Matt and Jamison provide guidance on how...
2023-10-1247 minFIN-LYT by EWA®
FIN-LYT by EWA®Tips to Ensure You Maximize Employee Benefits When Changing JobsIn this episode of FIN-LYT by EWA, Jamison Smith and Ben Ruttenberg dive into the essential steps you should take when changing employers. Job transitions can be a pivotal moment, and it's crucial to make the most of the benefits available to you. Jamison and Ben share valuable insights on what you should consider to ensure a seamless transition. From understanding your current benefits package, to optimizing your savings, they provide actionable tips to help you make informed decisions. Once you’ve assumed a new role, there are additional opportunities to maximize your employer-provided options. Tune in to discover st...
2023-10-0532 minFIN-LYT by EWA®
FIN-LYT by EWA®How Do I Know My Advisor Has Me In a Good Portfolio?In this episode of FIN LYT by EWA, Matt Blocki answers the pressing question that often keeps investors awake at night: "How do I know if my advisor has me in a good portfolio?" Throughout this podcast Matt discusses: • EWA’s portfolio construction process • The crucial elements of a well-diversified portfolio- Asset allocation and diversification • Red flags to watch out for • Strategies to evaluate your portfolio's performance and risk. • Tips for building a strong and sustainable investment plan If you've ever wondered how your portfolio was created and if its components will help you mee...
2023-09-2820 minFIN-LYT by EWA®
FIN-LYT by EWA®How Contract Negotiation Can Save High Earners Millions of Dollars Over Their CareersIn this episode of FIN-LYT by EWA we are addressing a crucial topic for many of our clients: why physicians (and high income earners) should invest time in understanding and negotiating their employment contracts. The years of dedication and financial investment it takes to become a physician uniquely prepares individuals for their career but does not train them in contract negotiation. The financial stakes are substantial, and a well-negotiated contract can mean the difference between hundreds of thousands or even millions of dollars over your career span. Money that can be directed toward paying off loans or securing your...
2023-09-2138 minFIN-LYT by EWA®
FIN-LYT by EWA®Should I Still Be Investing in International Stocks?In this episode of FIN-LYT by EWA our team explores the world of international investments and answer the common question, “Should I still be investing in international stocks?” Matt Blocki, Ben Ruttenberg, and Nick Stonesifer make the case for the importance of international investments in proper asset allocation, diversification, and achieving the best risk-adjusted returns for long-term investors. In the United States many investors have a subconscious bias towards domestic investments, so it is important for investors to understand why international investments remain a cornerstone of a well-rounded investment portfolio. Matt, Nick and Ben discuss both emerging markets and deve...
2023-09-1439 minFIN-LYT by EWA®
FIN-LYT by EWA®Powerful Tax Strategies That Business Owners Can Use to Save MillionsIn this episode of FIN-LYT by EWA,  Matt Blocki, Ben Ruttenberg, and Chris Pavcic dive into the world of tax strategies that every savvy business owner needs to know. Taxes can be a daunting aspect of running a business, but with the right knowledge, they can also become a powerful tool to unlock incredible financial advantages. This episode sheds light on lesser-known but highly effective tax strategies that could make a substantial difference in your bottom line. Learn more about the Augusta rule, Section 179 in the tax code, the concept of hiring your children and much more.  Matt, Ben, an...
2023-09-0743 minFIN-LYT by EWA®
FIN-LYT by EWA®College Planning: Breaking Down the Best Accounts and StrategiesIn this episode of FIN-LYT by EWA, lead advisors Jamison Smith and Chris Pavcic tackle the topic of college planning. College planning is often a high priority for parents, second only to retirement funding. It is essential to select the optimal savings accounts based on individual goals including 529 plans, Roth IRAs, and more. Beyond the financial aspects, Jamison and Chris emphasize the importance of a well-defined vision and philosophy concerning education, underlining how these foundations play a big role in charting a successful education plan. Whether you're a parent or a student, this discussion will equip you with the...
2023-08-3130 minBalkoniara
BalkoniaraJestem człowiekiem o poczuciu losu. Tomasz Stawiszyński w rozmowie z Ewą KaletąTomasz Stawiszyński, filozof, autor popularnego podcastu, w rozmowie o tym, co ważnego spotyka nas po przekroczeniu 30. roku życia. Co jego spotkało? Czego unikać, a czego poszukiwać? Rozmawia TA Ewa Kaleta. Balkoniara to podcast, w którym Ewa Kaleta, pomaga kobietom - i samej sobie - poskładać świat. Towarzyszą jej w tym goście, którzy razem z Ewą, w rozmowie, wykuwają odpowiedzi i pytania. Dziewczyno, kobieto, mamo - ten podcast jest dla Ciebie. TUTAJ możesz zapisać się na newsletter Ewy. Podca...
2023-08-251h 00FIN-LYT by EWA®
FIN-LYT by EWA®Women and Financial Planning: Two Unique PerspectivesIn this episode of FIN-LYT by EWA, Stephanie Bogden and Jordan Fediaczko discuss the world of financial planning with a special focus on the unique considerations that many women face on their financial journeys. Join them as they share their personal stories, insights, and tips on how women can approach wealth-building, investment, and long-term financial planning. They share practical advice on building a strong financial foundation and setting achievable goals, as well as thoughts on managing finances during major life transitions, such as marriage, divorce, starting a family and caring for aging parents. Additional Content Available...
2023-08-2428 minFIN-LYT by EWA®
FIN-LYT by EWA®How Social Security Fits Into Your Financial PlanThis week on FIN-LYT by EWA, Matt Blocki and Jamison Smith discuss Social Security and its pivotal role in retirement planning. This episode is designed to cut through the noise and provide you with clear, unbiased guidance on when to take your Social Security benefits, how it can influence your overall retirement strategy, and how it aligns with the EWA’s philosophies. Navigating the complexities of Social Security can be daunting but this episode will simplify the process and break down the key factors to consider when deciding the optimal time to start receiving your benefits. They discuss how yo...
2023-08-1726 minFIN-LYT by EWA®
FIN-LYT by EWA®Who is EWA? Meet the Team!This week on FIN-LYT by EWA, we invite you behind the scenes to introduce you to the minds and personalities that drive EWA. In this special “Meet the Team” episode, we sit down with each member of our growing team to learn what makes them tick both personally and professionally. We share the stories shaped their careers, the passions that fuel their dedication, and the unique perspectives that they bring to the table. We invite you to get to know all of us more personally! Additional Content Available on YouTube https://www.youtube.com...
2023-08-1048 minFIN-LYT by EWA®
FIN-LYT by EWA®Complexities and Tax Advantages of Real Estate InvestingHave you been approached by a family member, friend, or colleague about a real estate investment? Before you make a commitment to a real estate investment, it’s important to understand what tax benefits are available and if it’s the right fit for your financial goals. EWA recommends looking at every investment opportunity from 3 lenses:  1. Will this give me peace of mind? 2. Will this save me time or waste my time? 3. What are the tax adjusted returns? Join us as we discuss the pros and cons, the tax advan...
2023-08-0345 minFIN-LYT by EWA®
FIN-LYT by EWA®From Door to Door Sales to CEO and Founder of One of the Solar Industry's Fastest Growing Companies In this episode of FIN-LYT by EWA, Matt Blocki is joined by Bryan Liposky, CEO and Founder of Lifestyle Marketing in Pittsburgh, PA. Bryan takes us on his personal journey of entrepreneurship and reveals the pivotal moments and challenges that shaped his path to success. Bryan believes that differentiating yourself in the business world is rooted in authenticity and the ability to create genuine connections. Whether you're an aspiring entrepreneur, a seasoned business owner, or simply intrigued by the boundless potential of solar energy,this episode of FIN-LYT will leave you informed and inspired.
2023-07-271h 00FIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q3 20231. Direct Indexing Q and A  (00:12) 2. EWA Portfolio Updates (11:46)   3. EWA Firm  Initiatives (19:57) 4. Quarter 2 Recap  (26:10) 5. Looking Ahead to Quarter 3 (33:25) 6. Interest Rates Q and A (42:
2023-07-2546 minFIN-LYT by EWA®
FIN-LYT by EWA®Annuities Explained: The Good, the Bad and the Ugly In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into the universe of annuities. They explore which types have potential benefits (fixed income annuities) and why most (indexed and variable) do not make sense most of the time as they unravel the high (and sometimes hidden) embedded costs. They also shed light on all of the other possible downfalls.  This podcast will serve as a guide to understanding annuities and making informed decisions. Topics include:  1.     Annuity Basics: Fundamental principles, how they work, the various types available, and their purpose 2.     Benefits an...
2023-07-2045 minFIN-LYT by EWA®
FIN-LYT by EWA®6 Timeless Lessons of Financial Planning (and Paradoxes That Come With Them)In this episode of FIN-LYT by EWA, Matt Blocki and Chris Pavcic explore the 6 timeless lessons that are at the core of our financial lives. They unravel the paradoxes that surround each lesson, highlighting the tension between potentially conflicting ideas and helping listeners navigate these complexities. From understanding risk and reward to finding the balance between short-term gains and long-term security, they provide valuable guidance for anyone seeking to build a solid financial foundation while living their present lives by design. Exploring these lessons and associated paradoxes illustrate how intertwined our personal values and financial lives can...
2023-07-1328 minFIN-LYT by EWA®
FIN-LYT by EWA®Financially Independent Before 50? Yes, It's Possible! A Conversation with EWA Clients, Bryan and Jennifer McNuttJoin Jamison Smith on this episode of FIN-LYT by EWA as he sits down with clients Bryan and Jennifer McNutt to discuss how they are on track for financial independence before 50! Hear their remarkable story about how making the right decisions throughout life, combined with Jamison's guidance and EWA's roadmap allowed them to take control of their finances. Learn how they've been able to stay motivated and committed to their goals, enabling them to live a stress-free financial life. Find out the secrets behind the McNutt's success as they share knowledge and lessons they have gathered along the way...
2023-07-0657 minFIN-LYT by EWA®
FIN-LYT by EWA®EWA's Investment Pillars- Our Approach to Portfolio Management Every firm must have a strong foundation of core investment principles. In this episode, Matt Blocki is joined by Portfolio Manager, Nick Stonesifer, and Director of Investment Operations, Jordan Fediaczko, and they, together, unravel the pillars of EWA's investment philosophy, shedding light on their guiding principles. They explore the key elements that drive EWA's decision-making processes, ultimately shaping their investment strategies. Matt, Nick, and Jordan share real-world examples to illustrate the application of these pillars in EWA's daily investment operations. They provide listeners with actionable insights and valuable takeaways, empowering both seasoned investors and those new to the...
2023-06-291h 02FIN-LYT by EWA®
FIN-LYT by EWA®How Do I Make $1 Million a Year and Still Feel Broke?Control your money temperature before it controls you. Tune in to FIN-LYT by EWA and join Matt and Jamison as they discuss advising clients who make over $1 million a year and the common theme of lifestyle creep getting the best of the brightest professionals. They discuss why this happens, and how to get out of it by navigating taxes, high expenses, private schooling costs, setting and achieving large goals, and more. Find out how to make the most out of your money and live a life by design where your money is supporting your goals (instead of controlling your...
2023-06-2250 minPrzyjaciółki Projektantki-rozmowy Ewy Dydy-Nowakowskiej z inspirującymi osobowościami branży designu
Przyjaciółki Projektantki-rozmowy Ewy Dydy-Nowakowskiej z inspirującymi osobowościami branży designuPrzyjaciółki Projektantki "Blaski i cienie pracy w zawodzie architekta wnętrz" - podcast na żywo i solo Ewa Dyda-NowakowskaKulisy zawodu architekta, silne i inspirujące osobowości z branży budowlanej, „inside look“ do branży wnętrzarskiej i meblarskiej – Przyjaciółki Projektantki to nowy cykl podcastów, w którym jego autorka, architektka wnętrz Ewa Dyda-Nowakowska porozmawia ze swoimi gośćmi. W jej rozmowach nie zabraknie merytoryki, jak i inspiracji czy zabawnych anegdot. W tym odcinku Ewa opowiada o blaskach i cieniach pracy w zawodzie architekta wnętrz oraz zdradza, jakie działania podejmuje, aby cienie miały mniejszy wpływ na jej pracę. ilekosztujeremont.pl Kalkulator, o...
2023-05-291h 01CZY TU SIĘ BIEGA? i Podcast o dobrym życiu. Ewa Paciorek zaprasza
CZY TU SIĘ BIEGA? i Podcast o dobrym życiu. Ewa Paciorek zapraszaMatki to kobiety zabiegane z natury. Justyna Kostrzewska i Ewa Paciorek. Odcinek #12W przeddzień jednego z najpiękniejszych dni w roku, w dodatku w pięknym miesiącu maju, spotkały się przy mikrofonie dwie biegające matki: Justyna Kostrzewska i Ewa Paciorek. Kobiety, które na co dzień są zabiegane dosłownie i w przenośni, dzielą się z Wami swoimi patentami na pogodzenie ról życiowych i na to, jak czerpać radość z biegania i aktywności. Zapraszamy po dużą dawkę motywacji! ze specjalną dedykacją na końcu.
2023-05-2626 minFIN-LYT by EWA®
FIN-LYT by EWA®How Much Insurance Do I REALLY Need? A Breakdown of Proper Risk Management for Young FamiliesWith a growing family, there are many things that can keep you up at night. Among many questions, you may be asking asking yourself, "Would my family be ok without me?" and "How would I support my children if I couldn't work?" Without the appropriate risk management strategies in place, even the best laid financial plans can be thrown drastically off track in the event of premature death or the inability to work. With all the different types, definitions, and utilizations for insurance out there, you may also be asking "How do I know I am fully protected?". In...
2023-05-1844 minFIN-LYT by EWA®
FIN-LYT by EWA®From Assistant to Executive in a Tech Company IPO: How a Multi-Million Dollar Mistake was AvoidedHow do you make the leap from an assistant to an insurance agent to the Director of Technical Recruiting for Carvana and become a key person in their IPO? In this episode,  Jamison Smith sits down with long time EWA client, Chiara Hughes, to discuss how she skyrocketed to success and what elements of her mindset allowed her to take charge of her life personally, professionally, and ultimately, financially. They discuss how a tough decision to diversify a concentrated holding ultimately led to multi millions of wealth preserved. This clutch decision has led to Chiara having the f...
2023-05-041h 57FIN-LYT by EWA®
FIN-LYT by EWA®EWA Stock Market and Portfolio Commentary Q2 2023 We are excited to share our first quarter recap for 2023, as well as thoughts looking forward on Q2, 2023 to keep you informed and updated on our investment portfolio with EWA. If you an EWA client, your Q1 investment report has been uploaded to your ⁠eMoney vault⁠.  The Quarter 1 video will address 6 central topics: Firm Initiatives (.40) Recap of Quarter 1, 2023 (4.41) 2023, Quarter 2 Projections (10:02) FAQ's From Clients (18:26) EWA Portfolio (24:50) Meet Jordan Fediaczko (32:19) Find us on You Tube for Additional Content  ⁠https://www.youtube.com/@FIN-LYTbyEWA/featured⁠ Connect with...
2023-04-2433 minFIN-LYT by EWA®
FIN-LYT by EWA®Direct Indexing: How to be Tax Efficient with Money Outside of Your 401kJoin us for our inaugural episode of FIN-LYT by EWA! The mission of this podcast is to provide financial literacy to all listeners and serve as a catalyst to help make complex financial topics simple. The topics and interviews unpack important financial topics, tips to keep you ahead of the game, and how good financial planning can help you balance living your life by design now, and secure financial freedom in the future. This episode, CEO, Matt Blocki, and Lead Advisor, Jamison Smith, delve in direct indexing and its immense benefits to clients. Answers to these questions...
2023-04-1036 minReorient.pl
Reorient.pl28. Prawo muzułmańskie i nowe technologie: dr Ewa GórskaTen odcinek ukazał się jednocześnie w podcaście Reorient i podcaście Prawo Przyszłości. Nagrany został w ramach podcastu PP, który zazwyczaj prowadzony jest przez dr Ewę Górską. W tym odcinku Ewa zasiadła jednak na miejscu gościni, a podcast poprowadził nieoceniony Piotr Urbańczyk z Centrum Kopernika Badań Interdyscyplinarnych na UJ.  Ewa Górska opowiada o swoich badaniach dotyczących współczesnego prawa muzułmańskiego, bioetyki i nowych technologii. Z odcinka dowiecie się: Jak funkcjonuje współczesne prawo muzułmańskie; Dlaczego prawo muzułmańskie kojarzy nam się z zacofani...
2022-09-2757 minPack- N- Go Podcast
Pack- N- Go PodcastIntroduction- Pack- N-Go Podcast with EwaNow that travel restrictions are easing for some of us, it's time to pack those bags and plan our next European adventure to the very underrated country: and that is Poland! I promise, it does not disappoint and once you've gotten a taste, you'll be yearning to go back for more. I'll tackle a range of topics that will help you navigate your way around this stunning country, become familiar with the rich culture, and experience the cities just like the locals. "Let's Pack- N Go!"Hosted by Ewa KlemencjaEdited by Borgan Malloy
2021-12-0202 minReorient.pl
Reorient.pl19. Jemen - wprowadzenie: dr Ewa GórskaOdcinek 19. podcastu Reorient poświęcony jest Jemenowi.To piguła wybranej wiedzy (bo można opowiedzieć dużo więcej barwnych historii) i wprowadzenie do kolejnych odcinków o tym kraju. Słuchając, dowiecie się:- o prawdziwych i legendarnych korzeniach Jemenu i jego późniejszej historii;- o plemienności i podziałach społecznych;- kim są Zajdyci;- o tym co było kiedyś złotem Jemenu (zanim znaleziono ropę) i co uprawia się tam dzisiaj;- o podziałach na dwa Jemeny, romansach z Sowietami, Egipcjanami i Saudami, zjednoczeniu...
2021-08-1135 minSustain
SustainEpisode 87: Ewa Jodlowska, Jackie Augustine, and how the PSF managed PyCon during COVIDGuest Ewa Jodlowska Jackie Augustine Panelists Eric Berry | Justin Dorfman | Richard Littauer Show Notes Hello and welcome to Sustain! The podcast where we talk about sustaining open source for the long haul. We are super excited to have two guests with us, Ewa Jodlowska, who is the Executive Director of the Python Software Foundation and has been with the PSF since 2012. We also have Jackie Augustine, who is the Director of Events at the Python Software Foundation and she joined the PSF in 2018 to assist in the...
2021-07-3033 minSprzedaż B2B w praktyce
Sprzedaż B2B w praktyce76 - Ewa bez tajemnic, czyli transformacja cyfrowa w biznesieZapraszam do wysłuchania podcastu.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/ewa-piotrowska/message
2021-06-1518 min