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FIN-LYT by EWA®
EWA LLC
135 episodes
9 hours ago
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
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Investing
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All content for FIN-LYT by EWA® is the property of EWA LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/
Show more...
Investing
Business
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When Is Enough Enough? The Psychology of Wealth
FIN-LYT by EWA®
30 minutes 4 seconds
2 weeks ago
When Is Enough Enough? The Psychology of Wealth

In this episode of EWA’s FIN-LYT Podcast, Jamison Smith and Matt Blocki explore the psychology behind “When Enough Moves” and why high achievers often struggle to feel financially satisfied, no matter how much wealth they accumulate. Drawing from nearly two decades of advising experience, they break down how identity, stress, purpose, and social comparison all contribute to the ever-shifting net worth goalpost.

Jamison and Matt share real client stories that reveal the hedonic treadmill at work, from business owners whose net worth goals jump from $3 million to $100 million to retirees who have more than enough but still struggle to give themselves permission to enjoy what they have built. They explain how wealth can amplify both fulfillment and anxiety, and why, without a clear philosophy, emotional discipline, and purpose driven intentions, accumulating more money can actually decrease life satisfaction.

The conversation highlights the difference between healthy growth and toxic goal-chasing, offering practical frameworks such as values exercises, the life wheel, and defining “minimum, ideal, and stretch” lifestyle targets. They unpack the dangers of comparison, the importance of emotional risk management, and why true wealth is less about the balance sheet and more about autonomy, alignment, and peace of mind.

Join us each week as we share insights to help you align your wealth with the life you want to live.


Connect with EWA:

https://ewa-llc.com/

https://www.instagram.com/ewa.llc/

https://www.linkedin.com/company/equilibrium-wealth-advisors/

https://www.facebook.com/EquilibriumWealthAdvisors/View

EWA Disclosures and Firm ADV:

https://adviserinfo.sec.gov/firm/summary/308977

FIN-LYT by EWA®
A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/