Booking Overview
Metrics
Episodes: 174
Frequency: Weekly
Rating: 4.9/5.0
Estimated listeners: 1k-10k
Gender skew: Neutral
Location: USA
YouTube: 2.9k subscribers
Instagram: 486 followers
Contact Information
Publicly listed emails
ewaintegrator@gmail.com
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Host
Ben Ruttenberg - Financial professional and co-host covering Social Security claiming strategies, retirement income, and tax considerations for high-net-worth clients.
Tyler Houston - Financial professional and recurring co-host covering wealth accumulation, retirement planning, and financial decision-making for affluent households.
Chris Pavcic - Financial professional and co-host discussing wealth benchmarks, spending, saving, and retirement readiness.
Jamison Smith - Financial professional and host covering tax strategy, business transactions, charitable giving, and estate-planning topics.
Matt Blocki - Financial professional and host connecting estate planning with wealth management, tax planning, and ongoing client reviews.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Andy Bianco - Qualified Small Business Stock, Section 1202, Business-sale Tax Planning, Family Share Transfers, Buyer Considerations, And Qualifying Business Structures.
Tom Krahe - Qualified Small Business Stock, Section 1202, Business-sale Tax Planning, Holding Periods, Entity Conversions, And Transaction Structures.
Recent Topics
Episodes
10 Signs It May Be Time to Switch Financial Advisors
September 29, 2026
This week on FIN-LYT by EWA, Ben Ruttenberg and Tyler Houston sit down to talk through ten signs that it might be time to have a conversation about switching financial advisors. If you find yourself nodding along to three or more of these, they suggest it's probably worth a second opinion.Ben and Tyler cover the basics that a lot of people overlook: whether your advisor can explain their fee structure in one sentence, whether they ever ask to see your tax return, and whether your relation...
Why Waiting Isn't Always the Right Social Security Move
September 22, 2026
Deciding when to start claiming Social Security is a question Ben Ruttenberg and Tyler Houston hear often from high net worth clients, and in this episode of EWA's FIN-LYT Podcast, they break down how to actually think it through.Ben and Tyler walk through how Social Security works, from the full retirement age of 67 to the tradeoffs between claiming as early as 62 or waiting all the way until 70. They dig into the numbers behind that decision, including what the maximum monthly benefit can l...
How Much Wealth Should You Have by Age and Income?
September 15, 2026
Most people Google "how much should I have saved by 40" and get back one generic number, but that number is almost always wrong, especially if you're a high earner. In this episode, Chris Pavcic and Tyler Houston move past the generic benchmark and break down real net worth targets for the top 10%, top 5%, and top 1% of earners at every age, showing why your spending, not your income, is what actually determines the right number for you.Chris and Tyler introduce the concept of &...
Publicly listed emails
ewaintegrator@gmail.com
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