Episodes

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...

Ed reacts to the latest interest rate hike by the Federal Reserve and lists five important things to own during retirement, including your schedule! In our Cost Cutter segment, Ed offers some guidance on replacing the bonds in your portfolio with fixed indexed...

This week, Ed discusses the latest news about inflation and interest rates and how recent events could affect your bottom line. We hear from an economics professor about what the Federal Reserve may do in the future to help with rising costs. Finally, the Smart...

This week, Ed discusses some of the major misconceptions pre-retirees and retirees have about their retirement years. He also runs down a list of risks you should consider when planning for retirement. Is your money safe and protected from loss? Are fees dragging down...

This week, we continue our series on the Smart Retirement Plan. Ed discusses the importance of having your finances reviewed on a regular basis. He also talks about the latest inflation news and provides some tips to handle rising costs with his Cost Cutter of the...

This week, we continue our series on the Smart Retirement Plan. Ed discusses the importance of having your finances reviewed on a regular basis. He also talks about the latest inflation news and provides some tips to handle rising costs with his Cost Cutter of the...

We continue the Smart Retirement Plan Series by discussing the importance of tax planning. Ed explains some important rules to keep in mind when planning for retirement and shares news updates about inflation in America today. Is your money safe and protected from...

This week, we continue our Smart Retirement Plan series by discussing Smart Safe and Smart Tax strategies. Ed explains how you can beat the bank CD rates with alternate safe money investments. Plus, we take a look at the potential increases that could be coming to...

Ed and Matt explain what compound interest is, and how it can work for you or against you. They also discuss the importance of a financial education, and why you should have your personal finances reviewed annually to ensure you are on the right path. Call Ed Cruz...

Ed and Matt explain what compound interest is, and how it can work for you or against you. They also discuss the importance of a financial education, and why you should have your personal finances reviewed annually to ensure you are on the right path. Call Ed Cruz...