Ed's Edge

Ed's Edge

By Wealth PartnersBusinessInvesting
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Ed's Edge episodes

  • Building Your Financial House - The Advisor’s Role, Room by Room
    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 easy. No grill? Try melting raclette cheese under the broiler in small ramekins.
    Don’t skip the pickles: Cornichons and pickled onions cut through the richness and are considered a must-have.
    Mix cheeses: If you can’t find raclette, use a blend of Gruyère, Fontina, or even Brie. Just go for meltiness!
    Make it a party: Raclette is meant to be interactive! Set it up like a mini bar and let everyone melt and top their own.
     
    Link to Raclette Grill
    20 min
  • How to Choose the Right Financial Advisor: Fees, Services & Fit
    Selecting a financial advisor involves more than just investment management. It’s important to understand their compensation structure—whether they charge flat fees, commissions, or asset-based pricing—to ensure their incentives align with your financial goals. In this episode, we discuss how to evaluate an advisor’s services, identify any limitations, and choose the right fit based on your financial management style and personality. We also explore the role of trust and confidence in building a successful advisor-client relationship. Whether you prefer a hands-on coaching approach or comprehensive financial planning, we provide insights to help you decide if professional guidance is right for you. Tune in to learn how financial planning extends beyond investments into tax, estate, and holistic wealth management strategies.
     
     
    Ed's Food for Thought: 
     
    Fondant Potatoes
     
    Prep: ~10-15 mins
    Cook: ~40 mins
     
    Ingredients:
    • 4 large potatoes
    • 2 tbsp butter (plus extra for basting)
    • 1 tbsp oil (olive or vegetable)
    • 2 cloves garlic, smashed
    • 2 sprigs fresh thyme
    • 1 sprig fresh rosemary
    • 1 cup broth (chicken or vegetable)
    • Salt and pepper, to taste
      Instructions:
       
       Preheat oven to 425°F (220°C).
       
       Prep the Potatoes:
      • Slice the potatoes on both sides to create a flat top and bottom.
      • Use a round cookie cutter to punch out "puck"-shaped pieces.
      • Use a peeler to refine the edges for an even shape.
      • Place potato pucks in a bowl of water to prevent browning.
         Sear the Potatoes:
        • Heat a skillet over medium heat and melt butter + oil.
        • Dry the potatoes thoroughly, then add them to the skillet.
        • Brown for about 5 minutes, flipping and adjusting as needed for even coloring.
           Season & Flip:
          • Once golden brown on the bottom, season with salt & pepper.
          • Flip to the other side and brown for another 5 minutes.
             Baste with Flavor:
            • Add more butter, garlic, thyme, and rosemary to the pan.
            • Use a spoon to baste the potatoes with the infused butter.
            • Continue cooking for another 5 minutes or until evenly golden brown.
               Bake to Perfection:
              • Pour in 1 cup of broth and transfer the skillet to the oven.
              • Bake for 25-30 minutes or until the potatoes are fork-tender.
              • The broth should mostly evaporate; use any remaining liquid to spoon over the potatoes.
                 Final Touches:
                • Season with additional salt, pepper, thyme, and a final brush of butter from the pan.

                  How To Video:  https://www.youtube.com/watch?v=Qm96nr5NoMA

                  25 min
                • Early Retirement: Myth or Reality?
                  Are you asking, "Can I retire early?" In this episode, we break down the complexities of early retirement planning with actionable insights and real-life examples. Hear Ed and James discuss personal client stories that highlight diverse retirement goals—from retiring in your 50s or even your 40s! Learn how to secure sustainable income, manage healthcare costs before Medicare, optimize tax strategies, and handle investment risks like sequence of returns. Tune in for expert advice on early retirement planning and find out how, not if, you can work towards a secure, financially free future.
                   
                  Food For Thought: https://www.redstonegrill.com/about-us/
                  23 min
                • How To Get on the Same Page with Your Spouse (Financially)

                  In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise, understanding your spouse’s motivating factors, and actionable steps on how to prioritize your goals as a couple.  These insights are designed to not only help with your finances, but your marriage as a whole.

                  Food for Thought: Prime & Provisions Steakhouse - https://www.primeandprovisions.com/

                  Edge Financial Advisors

                  22 min
                • Developing a Healthy Relationship with Money: featuring Krisstina Wise

                  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.

                  38 min
                • The Power of Defined Benefit Plans for Small Business Owners

                  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.

                  33 min
                • Winning at the Tax Game

                  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.

                  24 min
                • How to Win the Tax Game

                  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

                  24 min
                • Maximizing Your Impact: Charitable Giving with Donor Advised Funds

                  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/

                  34 min
                • 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 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.

                  34 min

                About Ed's Edge

                From the publisher's feed

                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…