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Categories

18 Categories

2023 Financial Planning Tips

11 Videos

Annuities

5 Videos

College Planning

11 Videos

Estate Planning

19 Videos

EWA Principles

10 Videos

For Business Owners

17 Videos

For EWA Clients

5 Videos

For Executives

3 Videos

For Physicians

9 Videos

For Retirees

26 Videos

General Financial Literacy

30 Videos

Investments and Markets

41 Videos

Life Insurance and Risk Management

10 Videos

Real Estate

7 Videos

Retirement and Distribution Planning

17 Videos

Roth IRAs, Backdoor Roths, and Mega Backdoor Roths

14 Videos

Tax Planning

12 Videos

Travel and Credit Card Points

4 Videos

Categories

18 Categories

2023 Financial Planning Tips

11 Videos

Annuities

5 Videos

College Planning

11 Videos

Estate Planning

19 Videos

EWA Principles

10 Videos

For Business Owners

17 Videos

For EWA Clients

5 Videos

For Executives

3 Videos

For Physicians

9 Videos

For Retirees

26 Videos

General Financial Literacy

30 Videos

Investments and Markets

41 Videos

Life Insurance and Risk Management

10 Videos

Real Estate

7 Videos

Retirement and Distribution Planning

17 Videos

Roth IRAs, Backdoor Roths, and Mega Backdoor Roths

14 Videos

Tax Planning

12 Videos

Travel and Credit Card Points

4 Videos

Playlists

10 Playlists

10 Mistakes That Retirees Make and How to Avoid Them

10 Videos

10 Tips for Current Retirees

10 Videos

10 Tips for Maximizing Your Financial Plan in 2023

10 Videos

5 Advantages of Roth IRAs

5 Videos

5 College Tips for Parents

5 Videos

5 Tax Tips for Business Owners

5 Videos

5 Tips for Retirees

5 Videos

5 Tips to Remove Stress From Your Finances

5 Videos

5 Tips to Run Your Business Stress Free

5 Videos

Traveling with Credit Card Points

3 Videos

All Videos

10 Videos

20:24

10 Tips for Orthopedic Surgeons

9:48

10 Tips for Small Business Owners Profiting Over $1 Million

4:12

Maximizing Lifetime Gift Limits Before the 2026 Shift

5:30

Financial Independence and Legacy Planning Through Lifetime Gifting

5:51

Pros and Cons of Gifting Your Home While Living

5:30

Strategies for Safe Money All Stages of Life

11:24

Is a Roth Conversion Right For You?

4:53

Tips for Homebuying To Avoid Financial Stress

6:42

An Update to Our Direct Indexing Program

7:14

Superfunding Vs Annual Funding 529 Plans

5:36

Strategies for Maximizing Your 401k in 2024

6:18

Buy or Lease: What is the Best Car Ownership Strategy for You?

6:32

Build Tax Free Wealth with Back Door Roth Strategy

5:20

The Best Credit Cards for Travel Rewards

3:53

The Power of Portfolio Diversification

5:56

A Deep Dive into Paychecks, Taxes and Savings for High Earners

8:08

Protecting Your Family With Estate Planning

8:36

Welcome to Equilibrium Wealth Advisors

6:19

Maximizing Investment Returns with Tax Loss Harvesting

6:00

Managing Bond Investments Amid Market Volatility and Rising Interest Rates

6:17

The Power of Diversified Asset Allocation vs. S&P 500 Investing

3:25

What is Quality Investing?

3:47

Why Index Investing Statistically Provides Better Returns Then Individual Stock Picking

3:10

Maximizing Long-Term Wealth: Compound Interest vs. Simple Interest

3:05

Maximizing Returns with an All-Weather Portfolio Strategy

8:31

A Promising Outlook for Investors in the Coming Years

7:25

Master the Art of Reverse Budgeting

6:50

Unlock 10 Key Stress Tests for Your Financial Plan

9:50

Surprising Lessons on Financial Returns, Risk, and Long-Term Planning

11:54

What You Need to Know About Spousal Lifetime Access Trusts (SLATs)

5:01

AHN Mega Backdoor Roth 2024 Updates

10:29

UPMC Mega Backdoor Roth 2024 Updates

5:35

Advice For Young, High-Income Earners

9:04

Estate Planning for Under $5M Net Worth

8:05

EWA’s Investment Philosophy

8:48

Why Would I Choose an HSA (Health Savings Account)?

7:08

Plan for Your Child with Special Needs with a Trust

7:16

Long Term Care Planning

2:06

Backdoor and Mega Backdoor ROTHs

1:55

Should You Invest in Non-US Stocks?

3:44

2023 Annual Limits

1:15

5 Advantages of Roth IRAs- #5-Asset Location

1:09

5 Advantages of Roth IRAs- #4-Pass to Heirs Tax-free

1:20

5 Advantages of Roth IRAs- #3-No RMDs

0:52

5 Advantages of Roth IRAs- #2-Access Contributions If You Need To

0:50

5 Advantages of Roth IRAs- #1-Tax-Free Growth and Distribution

2:39

10 Mistakes That Retirees Make and How to Avoid Them: Tip 10 – Relying on “Common Knowledge”

3:05

10 Mistakes That Retirees Make and How to Avoid Them: Tip 9- Paying Too Much in Fees

2:43

10 Mistakes That Retirees Make and How to Avoid Them: Tip 8- Timing the Market

2:01

10 Mistakes That Retirees Make and How to Avoid Them: Tip 7- Annuities

2:12

10 Mistakes That Retirees Make and How to Avoid Them: Tip 6- Mismanaging Withdrawals

1:30

10 Mistakes That Retirees Make and How to Avoid Them: Tip 5-Not Addressing Inflation

1:56

10 Mistakes That Retirees Make and How to Avoid Them: Tip 4- Ignoring International Stocks

1:25

10 Mistakes That Retirees Make and How to Avoid Them: Tip 3- Being Too Conservative

1:52

10 Mistakes That Retirees Make and How to Avoid Them: Tip 2- Failing to Diversify

2:15

10 Mistakes That Retirees Make and How to Avoid Them: Tip 1-Underspending

3:55

Why Market Volatility is a Good Thing?

5:18

Student Loans for High Income Earners

7:01

Breaking Down Universal Life Insurance

3:28

10 Tips for Maximizing Your Financial Plan in 2023: Tip 10-Standard Deduction

1:57

10 Tips for Maximizing Your Financial Plan in 2023: Tip 9- 529 Plans

2:24

10 Tips for Maximizing Your Financial Plan in 2023: Tip 8- Estate Planning

3:34

10 Tips for Maximizing Your Financial Plan in 2023: Tip 7- Tax Bracket Management

3:55

10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA’s

2:06

10 Tips for Maximizing Your Financial Plan in 2023: Tip 5- Social Security Tax

2:33

10 Tips for Maximizing Your Financial Plan in 2023: Tip 3- Traditional IRA Planning

2:09

10 Tips for Maximizing Your Financial Plan in 2023: Tip 4- Allowable Income for 401k and 403b

4:56

10 Tips for Maximizing Your Financial Plan in 2023: Tip 2- Roth IRAs

7:49

10 Tips for Maximizing Your Financial Plan in 2023: Tip 1- 401ks and 403bs

1:03

Setting Up E-Delivery

2:42

Financial Planning for Physicians

3:56

Why Your Investment Allocation Should Never Be Aged Based

5:54

Should I Participate in my Company’s ESPP?

5:11

5 Considerations When Funding a Back Door Roth IRA

2:38

Proactive Conversations That Lead to Successful Wealth Transfer

3:34

Why a Buy-Sell Agreement is a Necessity for a Small Business?

6:05

3 Biggest Financial Mistakes We Have Seen

5:51

3 Best Financial Decisions We Have Seen

10:43

How Whole Life Insurance Can be Utilized as an Asset for High Net Worth Families

1:32

Financial Planning for Executives

6:34

How Rising Interest Rates Can Affect Your Financial Plan?

6:04

How To Take Advantage of Market Downturns?

10:00

Direct Indexing

5:35

What is the Difference Between W2 and 1099?

4:23

Firm Philosophies on Bitcoin and Concentrated Stock Positions

5:25

Reflecting on the Biggest Value an Advisor Can Provide

3:55

How to Structure a Family Loan

3:59

Weighing the Pros and Cons of Passive Real Estate Income

5:18

Should I Buy or Rent a Second Home?

3:25

Gifting to Children Under Age 18

3:34

Contributing to 457 Plans

4:39

The Difference Between Married Filing Separately vs Married Jointly

3:21

Should I get Married for Tax Purposes?

2:33

US vs International Stocks

8:34

Tax Planning 101

2:57

Win More by Losing Less

3:06

Feeling Safe May Be Risky

2:49

Investing with Emotions

3:25

Ranking Savings Options in Order of Importance

7:27

College Planning Basics

2:33

The Power of Tax Deferral on Your Investment Planning

3:59

Buying vs Leasing Your Car

8:09

Basic Rules of Thumb for Mortgages

2:57

Ignore Negative Headlines

5:00

What Does War Mean for the Stock Market?

2:26

Our One-Roof Philosphy

4:33

Long Term Disability Planning for High Income Earners

1:43

Tips for Raising Financially Responsible Kids

2:06

The Pros of Roth IRA’s

3:29

Differences Between Revocable and Irrevocable Trusts

2:33

Lifetime Gifting

4:05

How Do You Know Which Health Insurance Plan is Right for You?

4:39

The Art of Merging Finances

4:21

RSU (Restricted Stock Unit) Basics

3:25

Stock Option Basics

3:42

Physician Contract Renegotiation

5:28

Common Questions on Estate Planning

7:17

Variable Annuities Explained

4:27

Should You Have All of Your Money with One Team or Spread Among Several Advisors?

3:23

EWA’s Time Management Philosophies

3:29

Why We Disagree with the FIRE Movement

8:57

Why Roth Conversions?

5:11

5 Tips to Protect Your Identity

3:26

5 Tax Tips for Business Owners- Tip 5- Implement a 401k and Cash Balance Plan

2:45

5 Tax Tips for Business Owners- Tip 4- Hire Your Children

6:44

5 Tax Tips for Business Owners- Tip 3- Use S Corp Election to Lower Salary

2:09

5 Tax Tips for Business Owners- Tip 2- Use the Augusta Rule

3:07

5 Tax Tips for Business Owners- Tip 1- Section 179 – Accelerated Write Off for Vehicle

2:10

5 Tips to Run Your Business Stress Free- Tip 5- Elevate and Delegate

2:22

5 Tips to Run Your Business Stress Free- Tip 4- Have a One Ship Mentality

2:25

5 Tips to Run Your Business Stress Free- Tip 3- Make Your Firm an Established Rainmaker

2:28

5 Tips to Run Your Business Stress Free- Tip 2- Adopt, Don’t Fight Technology

2:53

5 Tips to Run Your Business Stress Free- Tip 1- Have Great Systems In Place

5:24

Tips for Maximizing Social Security Benefits as a Business Owner

5:37

3 Tips for Structuring an Operating Agreement for Your Business

7:09

Sequence of Returns

2:18

EWA Principle: Standards Over Feelings

3:49

EWA Principle: Methods to Avoid Task Switching

3:04

EWA Principle: Having Uncomfortable Conversations Leads to Greater Success and Happiness

3:44

EWA Principle: Easy Choices, Hard Life. Hard Choices, Easy Life.

4:34

Did You Know You Can Have Multiple 401k Plans?

2:52

Cash Balance Pension Plans

7:55

Whole Life Vs Term- What are the Differences?

2:12

Best Practices When Switching Financial Advisors

3:28

Common Misconceptions About Bonds

3:07

Asset Protection Strategies

3:19

What To Expect Before Your First Meeting with EWA?

9:40

The Truth About Target Date Funds

4:06

Tips for Long Term Investing

3:13

Top Financial Tips When Switching Jobs

7:17

Index Annuities Explained

9:20

Fixed Annuities Explained

3:54

Tips for Retirement Distribution Planning

3:14

Secured Lines of Credit

3:30

Asset Location Explained

11:22

What are Donor Advised Funds?

8:33

Social Security Basics

7:39

The AHN Mega Backdoor Roth

7:04

The UPMC Mega Backdoor Roth

5:08

Estate Planning Basics

1:19

How to Access Your QPR

5:22

Accessing the Client Service Portal

2:28

What is a QPR?

1:29

Refinancing Your Home Mortgage

6:10

What is Your Money Temperature?

3:40

EWA’s 3 C’s

2:00

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

3:41

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

2:55

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

2:00

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

3:22

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

2:23

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

1:59

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

1:56

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

1:28

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

1:32

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

3:47

5 Tips for Retirees- Tip 5- Set After Retirement Goals

2:33

5 Tips for Retirees- Tip 4- Exercises to Prepare for Retirement

4:47

5 Tips for Retirees- Tip 3- Social Security Do’s and Don’ts

3:34

5 Tips for Retirees- Tip 2- Medicare Planning

6:14

5 Tips for Retirees- Tip 1- Tax Bracket Management

5:43

Tips for Staying Calm During a Recession

5:17

5 Tips for Parents- Tip 5- Financial Aid Appeals

9:05

5 Tips for Parents- Tip 4- General Tips on School Loans

3:51

5 Tips for Parents- Tip 3- Put Proper Time Into Researching Additional Scholarships

1:39

5 Tips for Parents- Tip 2- Stay Open to Out of State Opportunities

2:14

5 Tips for Parents- Tip 1- Do Very In Depth Research

3:26

5 Tips to Remove Stress From Your Finances – Tip 5- Hire, and Know When to Fire, An Advisor

4:50

5 Tips to Remove Stress From Your Finances – Tip 4- Talk About Money

5:16

5 Tips to Remove Stress From Your Finances – Tip 3- Establish Your Top 5 Values for Decision Making

5:13

5 Tips to Remove Stress From Your Finances: Tip 2- Evaluate How You Trade Time for Money

4:15

5 Tips to Remove Stress From Your Finances: Tip 1- Healthy Tracking vs Unhealthy Tracking

6:41

What is the Difference Between an LLC Partnership and an S-Corp?

7:02

Updates to AHN Mega Backdoor Roth 401k

21:04

The Great Debate! Which is a Better Financial Decision, Buying or Renting Your Primary Home?

4:44

Traveling With Credit Card Points- Video #6- Tips For Managing Credit Score While Travel Hacking

6:02

Traveling With Credit Card Points- Video #5- Logistics of Paying Taxes with Credit Cards

8:25

Traveling With Credit Card Points- Video #3 – A Blueprinting for Credit Card Points

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