Ed and James are joined by real estate mogul, Entrepreneur & best-selling author, Krisstina Wise. Ed, James, and Krisstina discuss the importance of having a healthy mindset when it comes to your finances, as well as understanding when enough is truly enough.

Krisstina shares how a near-death experience forever changed her view of money and inspired her to share her experiences & knowledge with other entrepreneurs. She also explains how others can shift their money mindset to create a more positive life overall, rather than just financially, primarily through the concept of knowing your numbers. All of your numbers.

Ed’s Food for Thought:

Honey Garlic Meatballs

Prep: 5 Min. | Cook: 2 Hours

Servings: 10

Ingredients:

1/2 cup ketchup

1/3 cup honey

1/4 cup brown sugar

2-3 tablespoons soy sauce

4 cloves garlic, minced

1 (32-ounce) bag frozen fully cooked meatballs (about 50)

Garlic salt & pepper, to taste

For serving: Cooked rice, sliced green onions, sesame seeds

Slow Cooker Instructions:

In a medium bowl or the base of a slow cooker, combine the ketchup, honey, brown sugar, soy sauce & garlic. Add meatballs and stir until coated in sauce. Add a pinch of garlic salt and pepper on top if desired.

Cook on high 2-3 hours or low 3-4 hours. Turn the slow cooker to warm until ready to serve. Season to taste.

Enjoy as an appetizer or serve over rice and top with green onions for a main dish.

Stove top instructions:

1) Combine sauce ingredients in a large pot over medium-low heat.

2) Once combined, stir in the meatballs. Bring to a light simmer and cook for 10-15 minutes, or until heated.

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 you! We explore the little-known, IRS pre-approved, retirement strategy known as the Defined Benefit Plan. Defined Benefit Plans can significantly reduce your tax burden and accelerate your retirement timeline, potentially saving you more than you ever thought possible. If you qualify, this strategy could mean tens of thousands of dollars returned to you, from the IRS, each year.

 As a small business owner or self-employed individual, managing your daily operations alone can be a burden. You may have thought about retirement and saved a bit, but with retirement just five to fifteen years away, you might worry that you've reinvested too much in your business and haven't saved enough. The Defined Benefit Plan is designed for high-income earners like you to help catch up on retirement savings and secure your financial future. Tune in to learn how this plan how this plan works and the intricacies of managing it!

Ed’s Food for thought:

Chocolate sauce recipe

·         2 tablespoon butter

·         1/2 bar unsweetened chocolate 

o    Baker’s - for the regular version

o    Ghirardelli Premium - for the decadent version

·         1 cup granulated sugar

·         2/3 cup of carnation evaporated milk

1 - Bring water to a boil and then lower it some to medium. 

2 - Put butter and chocolate on top of the double broiler. On the bottom of the double broiler, put half to one inch of water.

3 - Set the top of the double broiler on top of boiling water. Stir chocolate and butter until it's liquid

4 - Stir sugar into the liquid. Once it gets too thick, slowly stir a little bit of the Carnation milk into the liquid. Then stir more sugar in until it gets too thick. Repeat the process with the Carnation milk until both ingredients are in.

5 - Once it's all in and liquid continue to stir until it thickens.

In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.

In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.

www.edgefa.com

In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.

Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.

Fidelity Charitable® Website: https://www.fidelitycharitable.org/

Fidelity Charitable® Phone Number: (800) 262-6039

Edge's Website: www.edgfa.com

Ed’s Food for Thought: https://www.entreekitchen.com/

In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.

Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.

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, particularly as you prepare for and enter retirement.

Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.

Growing your portfolio while managing risk is essential throughout your financial life. We introduce structured growth notes as an alternative investment that can help you achieve this goal:

Provides downside protection to safeguard your portfolio during market downturns

Offers additional growth potential to help your portfolio keep pace with inflation and achieve your long-term financial objectives

Structured growth notes can be used to grow and stabilize your investment portfolio over time

Growing your portfolio without taking unnecessary risk is important across all phases of your financial life. Today we talk about an alternative investment that provides downside protection as well as additional growth. Join us as we discuss the benefits of using structured growth notes to grow and stabilize an investment portfolio over time.

www.edgefa.com

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, particularly as you prepare for and enter retirement.

Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.

As you transition into retirement, generating a steady income stream from your portfolio becomes crucial. We discuss an alternative investment called structured income notes that offer several advantages:

Provides a stable income stream to support your retirement lifestyle

Offers downside market protection, reducing the impact of market volatility on your portfolio

Many of our clients use structured income notes to add stability and increase yield in their portfolios

Producing income from your portfolio can be key as you transition into the retirement phase of your life. Today we talk about an alternative investment that offers a steady income stream while providing downside market protection. Structured income notes are used in many of our clients’ portfolios, and we see major benefits in the added stability and increased yield.

www.edgefa.com