Ed's Edge Ed Meek

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.
 
www.edgefa.com

In this episode of Ed's Edge, Ed and James discuss the importance of balancing money, time, and health to live a fulfilling life. They draw inspiration from the wisdom of Warren Buffett and the Dalai Lama, highlighting the dangers of sacrificing health for wealth and the importance of living in the present. Ed and James share personal stories and insights to emphasize the need for a balanced approach to money and life.

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.
 
Dave Swanson: https://www.johngreenerealtor.com/Dave-Swanson
Edge Financial Advisors: www.edgefa.com

Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial behaviors. With decades of experience under their belts, they discuss the most common financial mistakes that people often make, providing real-life examples and expert insights to help you avoid these pitfalls.

In this episode, they explore everything from the costly mistake of overpaying taxes, discussing how this can occur and the impact it can have on your financial health, to the importance of having proper insurance coverage, highlighting the potential consequences of insufficient protection and how to ensure you’re adequately covered.

Whether you’re looking to save, invest, or simply gain a better understanding of your financial habits, this episode is packed with valuable lessons and advice. Tune in now and equip yourself with the knowledge and mindset to avoid common financial mistakes and thrive in your financial journey.

Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling an inheritance responsibly, from navigating tax implications to creating a legacy that goes beyond just financial assets.

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 and James as they break down the five pillars of financial planning, offering insights, anecdotes, and practical tips to help you navigate the often daunting world of financial planning. 

Whether you’re an experienced investor or just starting to dip your toes into the realm of financial planning, this episode will provide you with valuable takeaways that can empower you to make informed decisions about your money. Tune in, buckle up, and get ready to embark on a journey toward thriving financially, with Ed and James as your trusty guides!