Podcast Season 2024

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.

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.

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.

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.

In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.

In this episode, Ed & James discuss what we can and can't control relating to the stock market, taxes, social security, and more. You will gain practical information about managing your finances and how to plan for your future.

In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home. You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.

In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home. You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.