HeyJaredFIN-LYT by EWA®
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders.
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 22, 2026
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- Earliest in this view
- Jul 7, 2026
Latest episodes
Why Waiting Until 70 Isn't Always the Right Social Security Move (opens the original)
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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 it through. Ben and Tyler walk through how Social Security works, from the full retirement age of 67 to the tradeoffs between claiming as early as 62 or waiting all the way until 70. They dig into the numbers behind that decision, including what the maximum monthly benefit can loo
How Much Wealth Should You Have by Age and Income? (opens the original)
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Most 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 past the generic benchmark and break down real net worth targets for the top 10%, top 5%, and top 1% of earners at every age, showing why your spending, not your income, is what actually determines the right number for you. Chris and Tyler introduce the concept of "money temperatur
Donor-Advised Fund vs. Private Foundation: Which Is Right for Your Family? (opens the original)
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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 wants over time. In this episode of EWA's FIN-LYT Podcast, Jamison Smith sits down with Kari Owens, who has integrated estate planning into the EWA experience, to break down how each vehicle works and when one may make more sense than the other. Kari walks through what sparks thes
QSBS: The Tax Strategy Business Owners Should Know Before Selling (opens the original)
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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, better known as QSBS (Qualified Small Business Stock). This strategy allows eligible business owners to shelter up to $15 million per shareholder, and potentially up to $75 million when stacked across a family, completely tax free on the sale of their company, if it's structured c
Integrating Estate Planning Into Your Financial Plan (opens the original)
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In 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 returns that support those plans. Kari joins the show to introduce herself to EWA's clients and listeners as the firm officially integrates estate planning into the EWA experience. Kari walks through a common misconception she sees: the belief that everything automatically passes
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