18 Categories
11 Videos
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19 Videos
10 Videos
17 Videos
3 Videos
9 Videos
26 Videos
30 Videos
41 Videos
7 Videos
14 Videos
12 Videos
4 Videos
10 Playlists
198 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
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”
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
10 Tips for Maximizing Your Financial Plan in 2023: Tip 6- HSA’s
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
Why a Buy-Sell Agreement is a Necessity for a Small Business?
6:05
3 Biggest Financial Mistakes We Have Seen
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
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
How to Structure a Family Loan
3:59
Weighing the Pros and Cons of Passive Real Estate Income
Should I Buy or Rent a Second Home?
Gifting to Children Under Age 18
Contributing to 457 Plans
4:39
The Difference Between Married Filing Separately vs Married Jointly
3:21
Should I get Married for Tax Purposes?
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
Ranking Savings Options in Order of Importance
7:27
College Planning Basics
The Power of Tax Deferral on Your Investment Planning
Buying vs Leasing Your Car
8:09
Basic Rules of Thumb for Mortgages
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
The Pros of Roth IRA’s
3:29
Differences Between Revocable and Irrevocable Trusts
Lifetime Gifting
4:05
How Do You Know Which Health Insurance Plan is Right for You?
The Art of Merging Finances
4:21
RSU (Restricted Stock Unit) Basics
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
Why We Disagree with the FIRE Movement
8:57
Why Roth Conversions?
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
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
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?
Best Practices When Switching Financial Advisors
Common Misconceptions About Bonds
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
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
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
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
10 Tips for Current Retirees – Tip 3- Be Aware of Annuities
1:28
10 Tips for Current Retirees – Tip 2- Recognize Your Investor Bias
10 Tips for Current Retirees – Tip 1- Have a Team of Trusted Advisors
5 Tips for Retirees- Tip 5- Set After Retirement Goals
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
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
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