Latest Episodes
4
Building Your Financial House - The Advisor’s Role, Room by Room
What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master...
3
How to Choose the Right Financial Advisor: Fees, Services & Fit
Selecting a financial advisor involves more than just investment management. It’s important to understand their compensation structure—whether they charge flat fees, commissions, or asset-based...
2
Early Retirement: Myth or Reality?
Are you asking, "Can I retire early?" In this episode, we break down the complexities of early retirement planning with actionable insights and real-life...
1
How To Get on the Same Page with Your Spouse (Financially)
In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise,...
13
Developing a Healthy Relationship with Money: featuring Krisstina Wise
Ed and James are joined by real estate mogul, Entrepreneur & best-selling author, Krisstina Wise. Ed, James, and Krisstina discuss the importance of having...
12
The Power of Defined Benefit Plans for Small Business Owners
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...