Latest Episodes
10
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...
9
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,...
5
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,...
7
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...
6
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...
5
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...