Hidden Costs that Could Wreck Your Financial Plan

In this episode of EWA’s FIN-LYT Podcast, Matt and Ben uncover the hidden costs that quietly drain financial plans. These are not just money leaks but regrets, delays, and unnecessary stressors that can erode wealth and peace of mind over time.

They discuss how lifestyle creep, fragmented financial advice, tax inefficiencies, illiquidity, and unmanaged risks all show up in real client situations. The conversation also highlights the dangers of holding too much cash, as well as the reality that most wealth fails to last beyond two generations without intentional legacy planning.

Whether you are a physician, business owner, or high-income professional, this episode offers practical ways to avoid these silent killers and ensure your financial plan supports both your independence and your vision for life.

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

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