Ed's Edge

Wealth Partners

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INVESTING
TWICE MONTHLY

A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity. Ed's Edge promises to give listeners a financial edge as they aspire to live the life they've always wanted. With stories and insights, Ed Meek & James Alexander make the complex simple. doling out simple money habits and hacks that can build your assets and help you live out your dreams.

15 OCT

Winning at the Tax Game

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.
1 OCT

Charitable Giving

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. Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.
15 AUG

Structured Notes for Growth (Part 2 of 2)

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. Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement. Growing your portfolio while managing risk is essential throughout your financial life. We introduce structured growth notes as an alternative investment that can help you achieve this goal: Provides downside protection to safeguard your portfolio during market downturns Offers additional growth potential to help your portfolio keep pace with inflation and achieve your long-term financial objectives Structured growth notes can be used to grow and stabilize your investment portfolio over time
8 AUG

Structured Notes for Income (Part 1 of 2)

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. Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement. As you transition into retirement, generating a steady income stream from your portfolio becomes crucial. We discuss an alternative investment called structured income notes that offer several advantages: Provides a stable income stream to support your retirement lifestyle Offers downside market protection, reducing the impact of market volatility on your portfolio Many of our clients use structured income notes to add stability and increase yield in their portfolios

8 sec
15 JUL

The Great Insurance Shift: Navigating Your New Normal with Finny Rajchel

In this episode, Ed and James are joined by insurance expert, Finny Rajchel, the President of the Finny Rajchel Office of State Farm with over 34 years of experience in the insurance industry. Ed, James, and Finny discuss the importance of evaluating your insurance policies and needs, to make sure they are aligned with your ever-changing financial situation. Finny explains how insurance companies have changed their policies since COVID, the most important things to look for in a home or auto policy, what is NOT covered by these types of policies, and real-life examples of Umbrella liability insurance. You will learn how to put yourself in a better position when it comes to property & casualty insurance, as well as to make informed decisions that align with your unique situation.
17 JUN

Lies You've Been Told About Money

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.
15 MAY

Long-Term Care Insurance: Investing in Peace of Mind

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. Bruce provides guidance on what Long Term Care insurance is, who can benefit from it, and when to start looking for a policy. You will come away with a well-rounded understanding of long-term care insurance and actionable insights on making informed decisions that align with your financial plan.
8 APR

Controlling the Controllables

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.

See All (46)

Creator

Wealth Partners
Years Active

2020 - 2024
Episodes

46
Rating

Clean
Show Website

Ed's Edge

Ed's Edge

Episodes

Winning at the Tax Game

Charitable Giving

Structured Notes for Growth (Part 2 of 2)

Structured Notes for Income (Part 1 of 2)

The Great Insurance Shift: Navigating Your New Normal with Finny Rajchel

Lies You've Been Told About Money

Long-Term Care Insurance: Investing in Peace of Mind

Controlling the Controllables

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