Ed and James are joined by real estate mogul, Entrepreneur & best-selling author, Krisstina Wise. Ed, James, and Krisstina discuss the importance of having a healthy mindset when it comes to your finances, as well as understanding when enough is truly enough.
If you're a small business owner or independent contractor with a high income and you're tired of paying excessive taxes, this podcast is for you! We explore the little-known, IRS pre-approved, retirement strategy known as the Defined Benefit Plan. Defined Benefit Plans can significantly reduce your tax burden and accelerate your retirement timeline, potentially saving you more than you ever thought possible. If you qualify, this strategy could mean tens of thousands of dollars returned to you, from the IRS, each year.
In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.
Expected Rate Cuts, AI Enthusiasm and Falling Inflation Push the S&P 500 to New All-Time Highs
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
With the upcoming election, it’s hard to quiet the noise in the media—and inside ourselves. Many of us worry that if the “other” party wins, then we’ll face financial ruin. The stock market will plunge. We’ll be forced to pay higher taxes. This article offers practical tips for safeguarding your financial plans, regardless of election outcomes.
Navigating divorce requires careful consideration of emotional and legal factors. By maintaining clear communication, understanding the legal process, prioritizing effectively, and seeking appropriate resources, individuals can mitigate common pitfalls and work towards a more equitable resolution.
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.
In this episode of Ed's Edge, Ed & James breakdown the most common financial myths that are holding you back. They cover everything from the correct way to build wealth and the Latte Effect, to Social Security running out. You will learn the truth about these common misconceptions and how they could be affecting your lifestyle.
Expected Rate Cuts, AI Enthusiasm and Falling Inflation Push the S&P 500 to New All-Time Highs
