FIN-LYT by EWA®

Ben Ruttenberg, Tyler Houston, Chris Pavcic, Jamison Smith, Matt Blocki

Booking Overview

This is an interview-led financial-planning and wealth-management show focused on retirement, tax, estate, charitable-giving, and business-owner strategies; its external guest pattern favors specialized professionals in transactions, M&A, and tax strategy, while many episodes feature the firm's own advisers and team members. PR agencies could credibly pitch tax attorneys, M&A advisers, estate-planning professionals, business-sale experts, and wealth strategists with practical expertise for affluent households and business owners; booking difficulty is medium.

Metrics

Episodes: 176

Frequency: Weekly

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 3.0k 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

medium

Typical Credentials:

Practicing professionals with specialized expertise in tax strategy, mergers and acquisitions, business transactions, estate planning, charitable giving, or wealth management, particularly those who can explain complex planning issues in practical terms for affluent households and business owners.

Required Achievements:

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

Finance, Wealth Management, Retirement Planning, Estate Planning, Tax Planning

Episodes

Here's the recent few episodes on

FIN-LYT by EWA®

What to Do After a 7-Figure Windfall

October 06, 2026

Receiving a 7-figure windfall can feel exciting, but it also raises a lot of questions. In this FIN-LYT conversation, Chris Pavcic and Ben Ruttenberg walk through how people often approach the first 30 to 90 days, including why the first decision may be what not to do. They discuss letting the dust settle before major purchases or lifestyle changes and thinking carefully about who you share the news with.Not every windfall is taxed the same way. Chris and Ben explain how the source of the mon...

EWA Stock Market and Portfolio Commentary Q4 2026

September 30, 2026

EWA's Q4 2026 Market and Portfolio Commentary is here.Matt Blocki, Nick Stonesifer, and Jordan Fediaczko walk through what shaped markets in the third quarter and how EWA portfolios are shifting as we move into Q4. The takeaway: stay invested in our strongest convictions, but trim where risk has gotten stretched.After a strong summer rally pushed several top performing positions to outsized weights, the team is trimming the equity overweight from 3% to 1%, easing both total and active ris...

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...

Publicly listed emails

ewaintegrator@gmail.com

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