Episodes

Say Goodbye to Unnecessary Retirement Expenses!

Say Goodbye to Unnecessary Retirement Expenses!

Are you paying too much for your retirement plan? This week, Ed discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve. Is your hard-earned money safe and protected? Schedule your free...

How to Start 2023 on the Right Foot

How to Start 2023 on the Right Foot

On this week’s show, Ed talks about starting 2023 on the right financial footing. We take a look back at 2022 and share ways you can plan for the future in case we see another market downturn. Weathering the financial storm isn’t as difficult as it may seem. You just...

How to Jump Start Your Finances in 2023

How to Jump Start Your Finances in 2023

Ed looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. How is inflation affecting the holiday season? We take a look at the topic with a fun and unique study from...

Take Control of Your Money in 2023

Take Control of Your Money in 2023

On this week’s show, some helpful tips for taking control of your finances as we approach 2023. He also talks about how to pay-off your mortgage so you can save more for retirement. Is your hard-earned money safe and protected? Schedule your free consultation here....

Simple Ways to Protect and Grow Your Money for Retirement

Simple Ways to Protect and Grow Your Money for Retirement

On this week’s show, Ed and Matt explain some common retirement misconceptions in their “right or wrong segment”. We also share some audio from Annuity 360 – get in touch with Ed today for your free consultation and copy of the book! Is your hard-earned money safe and...

How to Handle Your Decumulation Phase

How to Handle Your Decumulation Phase

People spend so much time and effort thinking about how to save more money for retirement, but they don’t consider what happens once they actually stop working. This week, Ed offers some great tools and strategies for generating retirement income that you can never...

How Much More are You Willing to Lose?

How Much More are You Willing to Lose?

On this week’s show, Ed asks the question “how much more are you willing to lose?” He takes a look at how rising interest rates and market volatility are affecting retirement plans and explains how he recently helped one couple go from being good savers to truly...

Preparing for Financial Success in 2023

Preparing for Financial Success in 2023

There are still a couple months left in 2022, but it’s not too early to start planning for your financial success in 2023. This week, Ed discusses some strategies to eliminate your income gap, looks at the new IRS tax brackets and much more! Is your money safe and...

Smart Health Review: Medicare’s Annual Enrollment Period is Here!

Smart Health Review: Medicare’s Annual Enrollment Period is Here!

The Annual Enrollment Period for Medicare is upon us! Ed walks listeners through the best options for this year and makes sense of the “alphabet soup” that often causes confusion for retirees. Plus, with the markets in turmoil, Ed discusses the value of safe...

Finding Guarantees in Uncertain Times

Finding Guarantees in Uncertain Times

This week, Ed discusses some practical ways you can find the guarantees in your finances – even during times of market turmoil. He also shares some real-world examples of how his clients have put those strategies into practice. Is your money safe and protected from...