Ed's Edge

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/

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

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

In this episode of Ed's Edge, Ed & James breakdown the most common financial myths that are holding you back. They cover everything from the correct way to build wealth and the Latte Effect, to Social Security running out. You will learn the truth about these common misconceptions and how they could be affecting your lifestyle.

www.EdgeFA.com

In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.

Bruce provides guidance on what Long Term Care insurance is, who can benefit from it, and when to start looking for a policy. You will come away with a well-rounded understanding of long-term care insurance and actionable insights on making informed decisions that align with your financial plan.

In this episode, Ed & James discuss what we can and can't control relating to the stock market, taxes,  social security, and more. You will gain practical information about managing your finances and how to plan for your future.

www.edgefa.com

In this episode of Ed's Edge, Ed and James discuss the importance of balancing money, time, and health to live a fulfilling life. They draw inspiration from the wisdom of Warren Buffett and the Dalai Lama, highlighting the dangers of sacrificing health for wealth and the importance of living in the present. Ed and James share personal stories and insights to emphasize the need for a balanced approach to money and life.

In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home.

You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.

Dave Swanson: https://www.johngreenerealtor.com/Dave-Swanson

Edge Financial Advisors: www.edgefa.com

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.

Ed's Food for Thought: https://cooking.nytimes.com/recipes/12965-spaghetti-carbonara

Website: www.EdgeFA.com