Ed Meek
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Episodes of Ed's Edge
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In this episode, Ed and James are joined by insurance expert, Bruce Hersch, 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 polic
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.co
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 sacrificin
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 befor
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
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 financ
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 questio
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
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 sha
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 li
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 has your undivided
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 exactly what th
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 called The Defined Benefit Plan,
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 your assets from cyber-attacks.
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 is so i
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 structu
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? In this e
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 y
When the stock market takes a dip, it’s hard to ignore the fear that “the sky is falling.” However, investors are well-served when they can harness their emotions and stick to their plan. In this episode, we will review three important principl
When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “money goal.” In this episode, we discuss how to bes
We all thing of our goals as a number, but is that always the best way to approach it? Everyone’s goals are different. What are your individual NEEDS, WANTS, & WISHES. Watch our discussion on talking the right approach for YOUR goals.
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s. We explore the important features of 401ks, how they’re different from IRAs, and what this all means for you.
When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it’s most important component: blockchain. In this episode we are joined by Mike Venuto and Dan Weiskopf, co-managers of the Amplify Transform
Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard of Amplify ETFs, who helps us provide answers to some of the most common questions about crypto. We al
As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future. We worry about how to set them on the right course so that they can have the life we’ve always wanted for them.
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