Episode 29 : The Defined Benefit Plan Part 2: How does it work? Ed’s Edge – Season 4, Episode 29 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 accelerate their retirement. We discussed [...]
Episode 28 : The Defined Benefit Plan Part 1: What is it? Ed’s Edge – Season 4, Episode 28 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-approved retirement plan [...]
Episode 27 : Cyber Security and Fraud Ed’s Edge – Season 4, Episode 27 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 you protect [...]
Episode 26 : Risk vs. Volatility: What is the difference? Ed’s Edge – Season 3, Episode 26 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 between risk and volatility, including why it [...]
Episode 25 : Structured Notes Ed’s Edge – Season 3, Episode 25 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 potential. These investment vehicles, called structured notes, are in use for many of [...]
Episode 24 : The Bear Market Playbook Ed’s Edge – Season 3, Episode 24 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 fact, taking advantage of this bear market? [...]
Episode 23 : Gifting Ed’s Edge – Season 3, Episode 23 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 gifting and discuss three key questions you should ask yourself [...]
Episode 22 : Market Downturns Ed’s Edge – Season 3, Episode 22 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 this episode, we will review three important principles to [...]
Episode 21 : Setting Financial Goals Ed’s Edge – Season 3, Episode 21 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 “money goal.” In this episode, we discuss [...]
Episode 20 : 401(k)s – The Heart of Retirement Planning Ed’s Edge – Season 3, Episode 20 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 from IRAs, and what [...]
