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

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.

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.