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.

Season 5 Garrett Layell Season 5 Garrett Layell

Structured Notes for Growth (Part 2 of 2)

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

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Season 5 Garrett Layell Season 5 Garrett Layell

Structured Notes for Income (Part 1 of 2)

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

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Season 5 Garrett Layell Season 5 Garrett Layell

Controlling the Controllables

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.

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Season 5 Garrett Layell Season 5 Garrett Layell

Would You Trade Places with Warren Buffett?

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.

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Season 5 Garrett Layell Season 5 Garrett Layell

How to Navigate the Real Estate Market in Today’s World

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.

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