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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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FIN-LYT by EWA

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by EWA LLC

5.0(76 reviews)

177 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

ExcellentBased on show quality, social media presence, reviews, charts, and more

Quality96

Social100

YouTube82

Engagement81

Learn more

Podcast Overview

Financial Literacy. In Motion. Newton’s First Law says an object in motion stays in motion, but the hardest part is the first push. FIN-LYT, a play on financial literacy with catalyst built in, is designed to be the push. The spark that breaks inertia, the perspective that reframes tough decisions, and the education that turns “I should” into “I did.” EWA is a wealth management firm serving physicians, retirees, business owners, and leaders. We deliver holistic planning and guidance to help clients balance competing goals and protect their most valuable resource: TIME.

Language

🇺🇲

Publishing Since

4/10/2023

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

ExcellentBased on show quality, social media presence, reviews, charts, and more

Quality96

Social100

YouTube82

Engagement81

Learn more

Excellent Areas

Good Performance

Growth Opportunities

excellent

Publishing Consistency

Every 7 days

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3.0/5

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Recent Episodes

July 28, 2026

Tax Playbook for the Year You Sell Your Business

In this episode of EWA's FIN-LYT Podcast, Jamison Smith sits down with tax strategist Nick Rosen to walk through what actually happens to your tax bill when you sell a business you've spent years building. If a sale is somewhere on your horizon, whether it's next year or a decade out, this conversation lays out the decisions that can make a real difference in what you keep.Jamison and Nick start with the tension every seller faces: buyers generally prefer an asset sale for the depreciation benefits, while sellers often come out ahead with a stock sale taxed at capital gains rates. They break down how goodwill allocation factors into that negotiation, why entity structure (S corp, C corp, or LLC) changes the math entirely, and how private equity buyers typically require a reorganization before a deal can close.From there, the discussion moves into strategies that only work with lead time: qualifying for the Section 1202 QSBS exclusion, changing state residency before a sale to reduce state income tax exposure, and using irrevocable trusts to move business value out of a taxable estate years in advance. Nick also explains installment sales, equity rollovers, and when an earnout might make sense.The episode wraps with what to do in the actual year of sale, including donor advised funds, charitable trusts, family foundations, and tax loss harvesting, plus a candid reminder that the tax planning is only half the equation. Jamison and Nick close with a discussion on preparing for life after the sale itself.Like and subscribe for more conversations on tax strategy, business planning, and building long term wealth.Connect with EWA: <a href="https://ewa-llc.com/">https://ewa-llc.com/</a> <a href="https://www.instagram.com/ewa.llc/">https://www.instagram.com/ewa.llc/</a> <a href="https://www.linkedin.com/company/equilibrium-wealth-advisors/">https://www.linkedin.com/company/equilibrium-wealth-advisors/</a> <a href="https://www.facebook.com/EquilibriumWealthAdvisors/">https://www.facebook.com/EquilibriumWealthAdvisors/</a>View EWA Disclosures and Firm ADV: <a href="https://adviserinfo.sec.gov/firm/summary/308977">https://adviserinfo.sec.gov/firm/summary/308977</a>

July 21, 2026

Navigating Personal vs. Business Taxes for Business Owners

Host Matt Blocki interviews Tyler Bidwell and Nick Rosen, who explain how business owners can avoid costly tax surprises by separating personal and business finances and maintaining clear communication with their financial team.

July 14, 2026

Tax Mistakes That Can Cost High Earners Thousands Every Year

Host Matt Blocki interviews tax strategists Tyler Bidwell and Nick Rosen about common tax mistakes high earners make and how to avoid them.

177 total episodes available with 76 transcripts

Recent guests on FIN-LYT by EWA

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Tyler Bidwell

Guest

Nick Rosen

Guest

Matt Blocki

Guest

Jamison Smith

Guest

Chris Pavcic

Guest

Nick Stonesifer

Guest

Jordan Fediaczko

Guest

Ben Ruttenberg

Guest

Tom Krahe

Guest

Tyler Houston

Guest

Jimmy Ruttenberg

Guest

Drew Deimel

Guest

See every guest on FIN-LYT by EWA

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Frequently asked questions

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What is FIN-LYT by EWA?: Financial Literacy. In Motion. Newton’s First Law says an object in motion stays in motion, but the hardest part is the first push.

FIN-LYT, a play on financial literacy with catalyst built in, is designed to be the push. The spark that breaks inertia, the perspective that reframes tough decisions, and the education that turns “I should” into “I did.”

EWA is a wealth management firm serving physicians, retirees, business owners, and leaders. We deliver holistic planning and guidance to help clients balance competing goals and protect their most valuable resource: TIME.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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