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Client Login
  • The Firm
    • Our Story
    • Meet The Team
    • Why Choose EWA?
    • Planning Philosophy
    • Investment Philosophy
    • Our Process
    • Contact Us
  • Our Services
    • Wealth Management
    • Tax Efficiency Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
    • Insurance Planning
    • Trust & Estate Planning
    • Tax Preparation Services
    • Distribution Planning
    • Ongoing Financial Services
    • Your Personal CFO
    • View All Services
  • Client Solutions
    • Retirees
    • Physicians
    • Business Owners
    • Corporate Leaders
    • 10M+ Net Worth Clients
  • Resources
    • EWA Blog
    • Market Commentaries
    • Quarterly Updates
    • FIN-LYT by EWA® Podcast
    • Video Library
    • Financial Courses
    • Educational Resources
    • Frequently Asked Questions
  • The Firm
    • Our Story
    • Meet The Team
    • Why Choose EWA?
    • Planning Philosophy
    • Investment Philosophy
    • Our Process
    • Contact Us
  • Our Services
    • Wealth Management
    • Tax Efficiency Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
    • Insurance Planning
    • Trust & Estate Planning
    • Tax Preparation Services
    • Distribution Planning
    • Ongoing Financial Services
    • Your Personal CFO
    • View All Services
  • Client Solutions
    • Retirees
    • Physicians
    • Business Owners
    • Corporate Leaders
    • 10M+ Net Worth Clients
  • Resources
    • EWA Blog
    • Market Commentaries
    • Quarterly Updates
    • FIN-LYT by EWA® Podcast
    • Video Library
    • Financial Courses
    • Educational Resources
    • Frequently Asked Questions
Request Appointment
  • The Firm
    • Our Story
    • Meet The Team
    • Why Choose EWA?
    • Planning Philosophy
    • Investment Philosophy
    • Our Process
    • Contact Us
  • Our Services
    • Wealth Management
    • Tax Efficiency Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
    • Insurance Planning
    • Trust & Estate Planning
    • Tax Preparation Services
    • Distribution Planning
    • Ongoing Financial Services
    • Your Personal CFO
    • View All Services
  • Client Solutions
    • Retirees
    • Physicians
    • Business Owners
    • Corporate Leaders
    • 10M+ Net Worth Clients
  • Resources
    • EWA Blog
    • Market Commentaries
    • Quarterly Updates
    • FIN-LYT by EWA® Podcast
    • Video Library
    • Financial Courses
    • Educational Resources
    • Frequently Asked Questions
  • Client Login
  • Request An Appointment
  • The Firm
    • Our Story
    • Meet The Team
    • Why Choose EWA?
    • Planning Philosophy
    • Investment Philosophy
    • Our Process
    • Contact Us
  • Our Services
    • Wealth Management
    • Tax Efficiency Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
    • Insurance Planning
    • Trust & Estate Planning
    • Tax Preparation Services
    • Distribution Planning
    • Ongoing Financial Services
    • Your Personal CFO
    • View All Services
  • Client Solutions
    • Retirees
    • Physicians
    • Business Owners
    • Corporate Leaders
    • 10M+ Net Worth Clients
  • Resources
    • EWA Blog
    • Market Commentaries
    • Quarterly Updates
    • FIN-LYT by EWA® Podcast
    • Video Library
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    • Educational Resources
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Playlist

10 Tips for Current Retirees

1:32

10 Tips for Current Retirees – Tip 1- Have a Team of Trusted Advisors

2:00

10 Tips for Current Retirees – Tip 10- Plan Your Travel

1:28

10 Tips for Current Retirees – Tip 2- Recognize Your Investor Bias

1:56

10 Tips for Current Retirees – Tip 3- Be Aware of Annuities

1:59

10 Tips for Current Retirees – Tip 4- Have a Game Plan for Long Term Care

2:23

10 Tips for Current Retirees – Tip 5- Track Monthly Spending

3:22

10 Tips for Current Retirees – Tip 6- Don’t Base Investment Allocation on Your Age

2:00

10 Tips for Current Retirees – Tip 7- Consider How You Will Spend Your Time

2:55

10 Tips for Current Retirees – Tip 8- Have a 7 Year Spending Back Up

3:41

10 Tips for Current Retirees – Tip 9- Have a Game Plan Around Social Security

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EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients. Investments in securities and insurance products are not insured by any state or federal agency. To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here. To view EWA’s Client Relationship Summary (CRS), click here. Accessibility Statement. Sitemap.

 

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381 Mansfield Ave | Suite 200A | Pittsburgh, PA 15220
(412) 991-1385

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(814) 299-9612

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