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.
Investment Tips for a Down Market
It was up for years. And then in March 2020, the stock market collapsed.
Now it’s back up, but inevitably, the stock market will go down again. How should you as an investor think about a down market?
And what should you do, if anything, when it happens again?
In this episode, Ed and James offer four sound investment tips when the market is down. One of those ideas is a concept called “tax loss harvesting.” Click on the link below to listen to the episode.
Tax loss harvesting is not for every situation when the market drops, and you need to talk to your advisor or accountant first, but at times, the idea can help an investor take a loss now and offset taxes on both gains from investments and from income.
That’s one of only four tips in this episode. Listen now and let us know what you think!
How to Manage Your Emotions in a Volatile Market
When the market cratered in March 2020, it was hard not to wonder if this time the market would never recover. Maybe this was the apocalypse. It was nearly impossible to manage one’s emotions in a volatile market like the recent drawdown.
In this episode, Ed and James talk openly about the challenges facing every investor during this time in human history. They offer some stories about those who did it right – and those who let their emotions get the best of them. This is a practical episode to help you stay true to your financial plan.
3 Ways to Maximize Your Retirement Income
Retirement may seem like a ways away, but it’s never too soon to plan for the transition to the time when your income comes from sources other than work. In this inaugural episode of Ed’s Edge, Ed Meek and James Alexander discuss how to maximize your retirement income. Ed and James discuss the bucket strategy and how to pay less taxes while also making the most of the money you have.
Their approach is simple to understand, and Ed and James, both advisors with Edge Financial Advisors, tell stories to illustrate their ideas.
You also don’t want to miss “Ed’s Food for Thought,” a regular feature at the end of every episode. If you like wings, you won’t want to miss Ed’s recommendation for the best wing joint in Chicago area.