Podcast

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 working with clients and share the most commonly forgotten lessons. In this episode, they explore relatable real-life scenarios and expert insights that help you make smarter decisions with your money. Whether you're aiming to save, invest, or simply gain a better understanding of your relationship with finances, this podcast equips you with the knowledge and mindset to thrive in your financial journey.

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 nest egg and are close to needing to live off of it? In this podcast episode, we discuss how different the financial game is when we are close to the finish line, sharing our tips on what to consider at this stage of life.

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 [...]

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 [...]