Apr 21, 202520 minS6
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...
business
Ed's Edge
Hosted by Wealth Partners · business · EN-US
About this Podcast:
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.
Pitch Analysis
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Contact path
Verified email
Booking probability
22%
Guest openness
Selective
80/100
Required Score
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What is Ed's Edge about?
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.
Who hosts Ed's Edge?
Ed's Edge is hosted by Wealth Partners. The show has published 52 episodes to date.
What has Ed's Edge covered recently?
Recent episodes include "Building Your Financial House - The Advisor’s Role, Room by Room" (21 April 2025, 20 minutes), "How to Choose the Right Financial Advisor: Fees, Services & Fit" (26 March 2025, 25 minutes), and "Early Retirement: Myth or Reality?" (24 February 2025, 23 minutes).
How often does Ed's Edge publish?
Ed's Edge publishes roughly monthly, with episodes averaging 24 minutes across 52 episodes.
How hard is it to get booked on Ed's Edge?
Booking probability for Ed's Edge is 22%, and the host is rated Selective on guests. Ed's Edge requires a Pod Score of 80 or higher. Ed's Edge's contact route on record: verified email.
Who should pitch Ed's Edge?
The strongest fits for Ed's Edge are Investing & Wealth Management and Investment Banking & Trading. Ed's Edge has a business audience.
About the host
Wealth Partners hosts Ed's Edge, a business podcast with 52 episodes published.
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Recent episodes
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Mar 26, 202525 minS6Selecting 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...
Episode #2
Early Retirement: Myth or Reality?
Feb 24, 202523 minS6Are 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...
Jan 15, 202522 minS6In 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...
Dec 18, 202437 minS5Ed 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...
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Nov 15, 202433 minS5If 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...
Episode #11
Winning at the Tax Game
Oct 15, 202423 minS5In 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...
Episode #10
Charitable Giving
Oct 1, 202434 minS5In 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...
Aug 15, 202416 minS5In 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...
Aug 8, 202417 minIn 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...
Jul 15, 202432 minS5In this episode, Ed and James are joined by insurance expert, Finny Rajchel, the President of the Finny Rajchel Office of State Farm with over 34 years of experience in the insurance industry. Ed, James, and Finny...
Episode #6
Lies You’ve Been Told About Money
Jun 17, 202421 minS5In 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...
May 15, 202429 minS5In 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...
Episode #4
Controlling the Controllables
Apr 8, 202422 minS5In 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...
Mar 15, 202418 minS5In 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...
Feb 15, 202424 minS5In 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...
Episode #1
Top 5 WORST Money Mistakes to Avoid
Jan 16, 202427 minS5Join 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...
Dec 15, 202316 minS4Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling an inheritance responsibly, from navigating tax implications to creating a legacy...
Episode #8
What is Financial Planning?
Nov 15, 202329 minS4In this episode of Ed’s Edge, Ed and James embark on a journey through the intricate landscape of financial planning. As seasoned financial planners, they unravel the complexities and bring you a digestible discussion...
Episode #7
5 Fears About Retirement
Oct 10, 202313 minS4In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of valuable tips to help individuals address both financial and non-financial...
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