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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.
In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of...
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...