Videos Archive | Equilibrium Wealth Advisors

10 Tips for Orthopedic Surgeons

10 Tips for Small Business Owners Profiting Over $1 Million

Maximizing Lifetime Gift Limits Before the 2026 Shift

Financial Independence and Legacy Planning Through Lifetime Gifting

Pros and Cons of Gifting Your Home While Living

Strategies for Safe Money All Stages of Life

Is a Roth Conversion Right For You?

Tips for Homebuying To Avoid Financial Stress

An Update to Our Direct Indexing Program

Superfunding Vs Annual Funding 529 Plans

Strategies for Maximizing Your 401k in 2024

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

Build Tax Free Wealth with Back Door Roth Strategy

The Best Credit Cards for Travel Rewards

The Power of Portfolio Diversification

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

Protecting Your Family With Estate Planning

Welcome to Equilibrium Wealth Advisors

Maximizing Investment Returns with Tax Loss Harvesting

Managing Bond Investments Amid Market Volatility and Rising Interest Rates

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

What is Quality Investing?

Why Index Investing Statistically Provides Better Returns Then Individual Stock Picking

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

Maximizing Returns with an All-Weather Portfolio Strategy

A Promising Outlook for Investors in the Coming Years

Master the Art of Reverse Budgeting

Unlock 10 Key Stress Tests for Your Financial Plan

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

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

AHN Mega Backdoor Roth 2024 Updates

UPMC Mega Backdoor Roth 2024 Updates

Advice For Young, High-Income Earners

Estate Planning for Under $5M Net Worth

EWA’s Investment Philosophy

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

Plan for Your Child with Special Needs with a Trust

Long Term Care Planning

Backdoor and Mega Backdoor ROTHs

Should You Invest in Non-US Stocks?

2023 Annual Limits

5 Advantages of Roth IRAs- #5-Asset Location

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

5 Advantages of Roth IRAs- #3-No RMDs

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

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

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

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

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

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

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

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

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

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

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

Why Market Volatility is a Good Thing?

Student Loans for High Income Earners

Breaking Down Universal Life Insurance

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

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

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

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

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

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

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

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

Setting Up E-Delivery

Financial Planning for Physicians

Why Your Investment Allocation Should Never Be Aged Based

Should I Participate in my Company’s ESPP?

5 Considerations When Funding a Back Door Roth IRA

Proactive Conversations That Lead to Successful Wealth Transfer

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

3 Biggest Financial Mistakes We Have Seen

3 Best Financial Decisions We Have Seen

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

Financial Planning for Executives

How Rising Interest Rates Can Affect Your Financial Plan?

How To Take Advantage of Market Downturns?

Direct Indexing

What is the Difference Between W2 and 1099?

Firm Philosophies on Bitcoin and Concentrated Stock Positions

Reflecting on the Biggest Value an Advisor Can Provide

How to Structure a Family Loan

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

The Difference Between Married Filing Separately vs Married Jointly

Should I get Married for Tax Purposes?

US vs International Stocks

Tax Planning 101

Win More by Losing Less

Feeling Safe May Be Risky

Investing with Emotions

Ranking Savings Options in Order of Importance

College Planning Basics

The Power of Tax Deferral on Your Investment Planning

Buying vs Leasing Your Car

Basic Rules of Thumb for Mortgages

Ignore Negative Headlines

What Does War Mean for the Stock Market?

Our One-Roof Philosphy

Long Term Disability Planning for High Income Earners

Tips for Raising Financially Responsible Kids

The Pros of Roth IRA’s

Differences Between Revocable and Irrevocable Trusts

Lifetime Gifting

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

The Art of Merging Finances

RSU (Restricted Stock Unit) Basics

Stock Option Basics

Physician Contract Renegotiation

Common Questions on Estate Planning

Variable Annuities Explained

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

EWA’s Time Management Philosophies

Why We Disagree with the FIRE Movement

Why Roth Conversions?

5 Tips to Protect Your Identity

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

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

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

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

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

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

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

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

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

Tips for Maximizing Social Security Benefits as a Business Owner

3 Tips for Structuring an Operating Agreement for Your Business

Sequence of Returns

EWA Principle: Standards Over Feelings

EWA Principle: Methods to Avoid Task Switching

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

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

Did You Know You Can Have Multiple 401k Plans?

Cash Balance Pension Plans

Whole Life Vs Term- What are the Differences?

Best Practices When Switching Financial Advisors

Common Misconceptions About Bonds

Asset Protection Strategies

What To Expect Before Your First Meeting with EWA?

The Truth About Target Date Funds

Tips for Long Term Investing

Top Financial Tips When Switching Jobs

Index Annuities Explained

Fixed Annuities Explained

Tips for Retirement Distribution Planning

Secured Lines of Credit

Asset Location Explained

What are Donor Advised Funds?

Social Security Basics

The AHN Mega Backdoor Roth

The UPMC Mega Backdoor Roth

Estate Planning Basics

How to Access Your QPR

Accessing the Client Service Portal

What is a QPR?

Refinancing Your Home Mortgage

What is Your Money Temperature?

EWA’s 3 C’s

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

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

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

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

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

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

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

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

5 Tips for Retirees- Tip 2- Medicare Planning

5 Tips for Retirees- Tip 1- Tax Bracket Management

Tips for Staying Calm During a Recession

5 Tips for Parents- Tip 5- Financial Aid Appeals

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

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

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

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

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

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

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

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

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

Updates to AHN Mega Backdoor Roth 401k

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

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

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

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

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