What is Financial Planning? Ed’s Edge – Season 4, Episode 34 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 a digestible discussion on the fundamental question: What is Financial Planning? Join Ed [...]
Episode 33 : 5 Fears about Retirement Ed’s Edge – Season 4, Episode 33 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 financial and non-financial concerns as they approach this significant life [...]
Episode 32 : Seven Lessons to Learn About Money (At Any Age) Ed’s Edge – Season 4, Episode 32 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 decades worth of experience [...]
Episode 31 : Getting Wealthy vs. Staying Wealthy Ed’s Edge – Season 4, Episode 31 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 up a solid [...]
Episode 30 : The Seduction of Pessimism Ed’s Edge – Season 4, Episode 30 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 you are in danger and that person [...]
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 [...]
