Ed's Edge

Wealth Partners

A podcast for the regular Joe and Jane investor who aspires to live a life of freedom and generosity. Ed's Edge promises to give listeners a financial edge as they aspire to live the life they've always wanted. With stories and insights, Ed Meek & James Alexander make the complex simple. doling out simple money habits and hacks that can build your assets and help you live out your dreams.

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Ed's Edge

Episodes (52)

Apr 21, 2025 Building Your Financial House - The Advisor’s Role, Room by Room
Mar 26, 2025 How to Choose the Right Financial Advisor: Fees, Services & Fit
Feb 24, 2025 Early Retirement: Myth or Reality?

Ed's Edge

Apr 21, 2025
20 minutes
18 MB

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 contractor to coordinate investment management, tax planning, insurance coverage, estate strategies, and retirement planning. Learn how comprehensive financial planning can help protect your assets, reduce taxes, and build long-term security. Food for Thought: Raclette Tips & Tricks Prep your pairings: Traditional raclette is melted over potatoes, but it’s even better with crusty bread, pickles, cured meats, and roasted veggies. Use cast iron or nonstick trays: If you have a raclette grill, mini nonstick pans make cleanup...

Ed's Edge

Building Your Financial House - The Advisor’s Role, Room by Room

Wealth Partners

00:00 -19:49