Finding the Sweet Spot in Your Financial Plan - October 3, 2023
Equilibrium Wealth Advisors
Wealth Management firm serving physicians, retirees, corporate leaders, and business owners.
Finding the sweet spot in your finances is striking the balance between the many paradoxes that come with success:
A good financial plan can help you navigate and calibrate your life by design which we define as living stress free now and looking back with no regrets later.
Market Commentary
How high will they go?
Just as the market anticipated, the Federal Reserve Open Market Committee (FOMC) chose not to raise interest rates last week. However, Fed officials made it clear another rate increase might be necessary before the end of 2023 as continued economic strength, higher energy prices, robust consumer spending, and rising wages in a strong labor market have kept upward pressure on inflation.
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What We're Learning: Friday Forward: Inspiration & Motivation to End Your Week Stronger Than It Started By: Robert Glazer
Team Takeaways: If you've ever stumbled, lost momentum, got distracted and found yourself not doing the thing you actually want to do, this could be a book for you! Most people focus on starting the week off strong but motivation and discipline wane and distraction creeps in by Friday. This book challenges you to flip flop your mentality about your week and finish each week stronger then you began it. ?
The author addresses 4 aspects of human capacity which you must nurture to maximize your energy and nourish your life.
1. Spiritual Capacity - Improve who you are and your destination in life
2. Intellectual Capacity-Improve how you think, plan and execute
3. Physical Capacity - Improve your health, well-being and performance; manage stress and fatigue
4. Emotional Capacity- Improve how you respond to challenges and create deeper relationships ?
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As retirement approaches, understanding your changing tax landscape is key. Transitioning from employee to retiree means navigating new tax considerations – from income taxes and Social Security to pension and retirement account withdrawals. Gain insights in our latest blog post!
FIN-LYT by EWA Podcast
In this episode of FIN-LYT by EWA, Jamison Smith and Ben Ruttenberg dive into the essential steps you should take when changing employers. Job transitions can be a pivotal moment, and it's crucial to make the most of the benefits available to you.
Jamison and Ben share valuable insights on what you should consider to ensure a seamless transition. From understanding your current benefits package, to optimizing your savings, they provide actionable tips to help you make informed decisions.
Once you’ve assumed a new role, there are additional opportunities to maximize your employer-provided options. Tune in to discover strategies that can help you leverage your benefits to their fullest potential and guide you through the steps to make the most of your job change.
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