Financial Planning Beyond the Basics
In this episode of FIN-LYT by EWA, Matt Blocki 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. Connect with EWA https://ewa-llc.com/ / ewa.llc / / View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...
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