Podcasts by Eds Edge

What is Financial Planning? from 2023-11-15T08:08:09

In this episode of Ed's Edge, Ed and James embark on a journey through the intricate landscape of financial planning. As seasoned financial planners, they unravel the complexities and bring you ...

5 Fears about Retirement from 2023-10-10T06:30

In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of valuable tips to help individuals address both fin...

Seven Lessons to Learn About Money (At Any Age) from 2023-09-13T21:01:25

Join Ed and James for a 20-minute journey into the fascinating world of money, where they delve into the most valuable lessons about your financial behavior and mindset. Ed and James have decade...

Getting Wealthy vs. Staying Wealthy from 2023-05-12T15:38:25

We've all heard of the common financial tips on how to build wealth. Examples are to within our means and put money aside for our retirement, just to name a few. But what about when we've built ...

The Seduction of Pessimism from 2023-04-24T13:45:22

Have you ever heard from someone that everything will be great in the world and not to worry? Be honest...are you likely to either shrug them off or offer a skeptical eye? Conversely, hearing yo...

The Defined Benefit Plan Nuts and Bolts: How Does It Work? from 2023-03-22T13:01:54

The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax savings each year in order to acceler...

The Defined Benefit Plan: What is it? from 2023-03-02T13:40:03

If you are a small business owner or independent contractor with a high income who is tired of paying the government too much in taxes, you need to watch this! This little-known, IRS pre-approve...

Cyber Security and Fraud from 2023-01-04T14:56:48

Have you ever been a victim of fraud or identity theft? Or perhaps you know a close family member or friend who was? Chances are you have. In this episode, we want to share our best tips to help...

Risk vs. Volatility: What’s the Difference? from 2022-12-08T10:31:28

With the market certainly being very volatile this year, there’s a common misconception that the market has now become in fact, risky. In this podcast episode, we address the true difference bet...

Structured Notes from 2022-08-10T17:01:54

With the market continuing to stay volatile, we wanted to bring to your attention an alternative investment that aims to protect against market downturns while still allowing plenty of upside po...

The Bear Market Playbook from 2022-07-14T14:51:32

We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore, what should you do to make sure you are in fac...

Gifting from 2022-05-05T13:35:17

When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved ones. In this episode, we dive into the details of giftin...

Market Downturns from 2022-04-08T09:36:30

When the stock market takes a dip, it’s hard to ignore the fear that “the sky is falling.” However, investors are well-served when they can harness their emotions and stick to their plan. In thi...

Setting Financial Goals from 2022-03-16T10:43:12

When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “m...

Setting the Right Goals from 2022-03-11T12:37:19

We all thing of our goals as a number, but is that always the best way to approach it? Everyone’s goals are different. What are your individual NEEDS, WANTS, & WISHES.  Watch our discussion on t...

401(k)s – The Heart of Retirement Planning from 2022-02-02T10:52:10

Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s. We explore the important features of 401ks, how they’re different...

Blockchain: Insight From The Experts from 2021-09-20T16:19:05

When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it’s most important component: blockchain. In this episode we are joined by Mike Venuto and ...

Cryptocurrency: An Introduction from 2021-09-07T17:01:03

Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard of Amplify ETFs, who helps us provide answers to som...

Talking With Your Kids About Money from 2021-08-10T09:31:42

As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future. We worry about how to set them on the right course so that they c...

Talking With Your Kids About Money from 2021-08-10T09:31:42

As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future. We worry about how to set them on the right course so that the...

Interest Rates, Inflation, and the Implications for Your Bond Portfolio from 2021-07-20T10:00

You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this really mean for YOU, your investments, and the bonds you own? We’ve ...

What We Believe a True Financial Advisor Should Do for You from 2021-06-02T16:52:45

Join us today as we help provide some education and language around the financial pillars that deserve some TLC in your life and who to seek out if you determine that you need an extra hand.

The Key to Financial Harmony in Your Home from 2021-05-17T17:09:29

Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their Money Mind is pertinent to having a hea...

Uneducated&Emotional Decision-Making Destroys your Financial Wellbeing from 2021-03-30T16:07:35

Give yourself ONLY 3 seconds to answer this question - If you were given $500 today, what would you do with it?

How you answer that question reveals your instinctive, gut reactio...

Uneducated & Emotional Decision-Making Destroys your Financial Wellbeing from 2021-03-30T16:07:35

Give yourself ONLY 3 seconds to answer this question - If you were given $500 today, what would you do with it?

How you answer that question reveals your instin...

SOS! Structure, Organize,&Simplify Your Financial Future from 2021-02-01T12:04:42

We all know SOS as a universal call for help but here’s a fun fact - it isn’t a phrase with abbreviated words as you might have assumed, it’s Morse code! We took this as an opportunity to assign...

Start Your New Year Off Right, Financially from 2021-01-11T17:59:57

It has finally arrived with an underwhelming entrance…2021.

Creating a list of New Year's resolutions, during this year especially, feels like a worn out & cliché concept that paralyzes m...

Last Call For End of Year Tax Moves from 2020-12-22T11:05:36

Believe it or not, 2020 is coming to an end. Uneventful year, right?

Though many of us are ready to turn the page to 2021 and start anew, don't forget to stop and look at where you stand ...

Adjusting in Retirement: Part 3 of 3 from 2020-12-07T09:15:17

So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving forward. Throughout your retirement years there are some minor adjustments to mak...

Adjusting in Retirement: Part 3 of 3 from 2020-12-07T09:15:17

In this episode we talk about the best ways to PROTECT your assets. We will cover how to:

1. Minimize taxes in retirement
2. Know if you have the right insurance, and
3. Take care ...

Adjusting at Retirement: Part 2 of 3 from 2020-11-24T09:17:19

The day has finally come – your retirement date. Now what? In this second episode of our three part retirement series, we talk through all the facets of preparation that go into this long awaite...

The Mortgage Boom from 2020-11-05T09:40:17

The Mortgage Boom. Our special guest today, an expert who has 20 years of experience in the mortgage industry, believes that is the best term to represent the state of the industry today. Whethe...

Adjusting for Retirement: Part 1 of 3 from 2020-10-20T13:17:25

Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront of our minds. Though you always hear retirement being referenced as a ...

Adjusting for Retirement: Part 1 of 3 from 2020-10-20T13:17:25

Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront of our minds. Though you always hear retirement being referenced as a ...

Managing Your Emotions in a Volatile Market from 2020-10-07T09:03:11

In this episode, Ed and James talk openly about the challenges facing every investor during this time in human history. The task to is learn how to manage one's emotions in a volatile market.

Elections&The Market from 2020-10-06T16:56:30

It's what everyone can't stop talking about - the upcoming election. Not only the election, but the impact the election could have on the market. On your money. In this episode, James and I welc...

When Going from Two Incomes to One from 2020-09-19T16:06:44

There's no greater financial jolt than going from two incomes to one. The expenses just keep coming, even on one income. Sometimes, families don't have a choice; divorce and death are never easy...

Investment Tips for a Down Market from 2020-09-06T11:24:59

It was up. And then the stock market collapsed. Now it's back up, but inevitably, the stock market will go down again. How should you as an investor think about a down market? And what should yo...

3 Ways to Maximize Your Retirement Income from 2020-08-02T14:12:40

In this inaugural episode of Ed's Edge, Ed Meek and James Alexander discuss three primary ways to maximize your retirement income.