Podcast appearances and mentions of ed meek

Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures. Ed's passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about.After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005, with the goal of working with fewer clients in a much more comprehensive and effective way. 19 years later, he has built a team of 8 people who are currently helping more than 300 clients thrive financially. He is on a mission to help over 1,000 people achieve financial wellbeing in the next 5 years.Ed has 25+ years of experience as a CFPTM and is one of the nation's leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement. He lives in Wheaton, IL, with his wife and is a father of three adult children, and also co-hosts the video podcast, Ed's Edge, a show for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.

SummaryIn this episode of EGGS! The Podcast, Ryan and guest Ed Meek discuss the intricacies of financial planning, particularly for self-employed individuals and small business owners. They explore the importance of choosing the right financial advisor, understanding retirement goals, and the various investment strategies available. The conversation delves into risk management, tax strategies, and the implications of sudden wealth or inheritance. Ed emphasizes the need for a comprehensive financial plan that adapts to changing circumstances and the importance of liquidity in investments. The episode concludes with insights on leveraging debt for investment and the various retirement plans available for small businesses.TakeawaysFinancial planning is essential for thriving financially.Choosing a certified financial planner can provide valuable guidance.Understanding what you want from retirement is crucial.Investment strategies should align with personal goals and circumstances.Risk management is a key component of financial planning.Inheritance and sudden wealth require careful planning to avoid tax pitfalls.Leveraging debt can be a smart strategy for investment growth.Liquidity in investments allows for flexibility and access to funds.Small business owners have various retirement plan options available.Regularly revisiting and adjusting your financial plan is necessary for success.Chapters00:00 Introduction to Financial Planning03:05 Choosing the Right Financial Advisor06:05 Understanding Retirement Goals09:13 Planning for a Shared Retirement Vision12:16 Starting from Scratch: Building Wealth15:21 Navigating Complex Financial Situations18:09 Managing Sudden Wealth and Inheritance30:26 Navigating Financial Options37:39 Retirement Accounts for Small Business Owners41:17 Understanding Investment Buckets 51:34 Leveraging Debt for Investment GrowthCredits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM The Carton:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Feature with Zack Chmeis of Straight Method up now! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Show: eggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOnStitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic":Shows and info:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠djontic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@djontic on twitterRyan Roghaar:⁠⁠⁠⁠⁠⁠⁠⁠⁠rogha.ar

Episode 107 discusses Investing Playbook with Ed Meek.  Ed's passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and C-Suite Executives that gives you a plan to achieve the lives you have only dreamt about with a sense of confidence and freedom.Ed has 25+ years of experience as a CFP™ and is one of the nation's leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement.Episode Benefits:  You can expect to learn about Investing with your own Playbook and how it will benefit you.  This Podcast series is targeted to Business Owners and C-Suite Executives.  It reflects my 34 years as a Business Owner and subsequent years as a Business Mentor and Consultant.  It focuses on the various subjects and topics to help you run a successful profitable business.  They are approximately 15-minutes long so you can listen while commuting.    Let Ed help you!  Listen now to gain actionable steps for your own Investing Playbook.  Reach out to me to be put in contact with Ed.   The Business of Business, topics are divided into 5 Categories: Management, Operations, Sales, Financial, and Personal.  Support the showHelping You Run a Successful Profitable Business !For Business Consulting or to be a Podcast Guest - Contact me at: www.bcforg.comLinkedIn: https://www.linkedin.com/in/brian-fisher-72174413/

Ed Meek, CFP  is the founder and CEO of Edge Financial Advisors, a registered investment advisor firm that exists to provide small business owners with confidence, freedom, and hope about their financial futures. Ed's passion is providing holistic financial planning and customized solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about. After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005 intending to work with fewer clients more comprehensively and effectively. Today, he has built a team currently helping more than 300 clients thrive financially. Ed is on a mission to help over 1,000 people achieve financial well-being in the next 5 years. What Problems Do We Solve? Ed offers advice on financial diversification, thorough planning, and smart investment to help business owners overcome the difficulties they encounter in managing their finances. He highlights how crucial it is to have a well-organized financial strategy, comprehend the advantages of defined benefit plans, and get ready for business exit tactics. Ed also offers advice on keeping a long-term investment perspective and using professional assistance to help you make wise financial decisions. Small Business Answer Man Show Notes: Join this episode to talk about financial planning tactics for small business owners with Ed Meek, a Certified Financial Planner and the founder of Edge Financial Advisors. Customized planning is how his firm assists clients in achieving financial assurance and independence. Beyond the business itself, Ed highlights the importance of diversity. He tells a sobering story of tech boom investors who lost money because they weren't diversified enough. Owners of businesses shouldn't get their entire riches from their venture. Defined benefit plans are introduced by Ed as a useful tool for planning for retirement and reducing taxes.  In contrast to standard 401(k) plans, larger tax-deferred contributions are permitted in defined benefit plans which can greatly increase retirement savings. Ed talks about financial management and investing techniques following a company sale. When receiving a lump sum or installments over time, it's important to reduce taxes and make long-term financial security plans. Ed cautions against basing financial decisions on the results of upcoming elections or brief changes in the market. Successful investing requires long-term investment plans as well as emotional self-control. Ed emphasizes how crucial it is to have a financial planner or coach. They ensure that business owners are not overwhelmed by handling every part of their finances alone, provide specialized guidance, and assist in navigating complex financial landscapes. Ed Meek's Advice for Leaders: Create a thorough strategy with a financial planner that addresses both short- and long-term objectives. This involves being aware of retirement programs and tax tactics. A defined benefit plan can be an effective tool for high incomes. Compared to conventional 401(k) plans, it permits larger contributions and can drastically lower taxable income. If you intend to sell your company, think carefully about how you will handle and allocate the proceeds. Investigate strategies to reduce taxes and improve your financial situation after the sale. Discover the dangers of placing all your eggs in one basket, such as your business, and discover smart diversification strategies. Learn about effective tax-saving techniques that can help you save thousands of dollars and hasten your retirement, such as the less well-known Defined Benefit Plan. Recognize the value of financial planning for both your personal and professional life to prevent having to start over in the event of unanticipated events. Learn strategies for navigating market volatility, particularly in unpredictable periods like election years. Connect with Ed Meek: Website LinkedIn Facebook YouTube Clarity Navigator Discovery Session – Sign Up HERE Learn more about Gary's Mastermind group at goascend.biz/the-mastermind-solution

In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children. Listen to this insightful RIA episode with Ed Meek about transitioning from Fidelity Investments to Financial Planning. Here is what to expect on this week's show: - How Edge Financial Advisors specializ3s in defined benefit plans. - How defined benefit plans can help business owners save significant amounts of money before taxes. - Why it's helpful to use various marketing methods to find ideal clients. - How starting a podcast allows you to share your passions and expertise. - Why podcasting is a valuable tool for building trust with prospective clients. Connect with Ed: Links Mentioned: edgefa.com Twitter @advisors_edge Facebook facebook.com/profile.php?id=100057522786296 LinkedIn linkedin.com/company/edge-portfolio-management-llc Learn more about your ad choices. Visit megaphone.fm/adchoices

Ed Meek reads his poems "Passing Away" and "In the Forest" from our Autumn 2021 issue. Ed Meek has had poems in The Baltimore Review, The Sun, and The Paris Review. His new book, High Tide, came out last September. --- Send in a voice message: https://podcasters.spotify.com/pod/show/vita-poetica/message Support this podcast: https://podcasters.spotify.com/pod/show/vita-poetica/support

Poetry From Critically Acclaimed Local Poet.

Ed Meek reads his poem, "The Northern Cardinal."

Retirement may seem like a ways away, but it's never too soon to plan for the transition to the time when your income comes from sources other than work. In this inaugural episode of Ed's Edge, Ed Meek and James Alexander discuss how to maximize your retirement income. Ed and James discuss the bucket strategy and how to pay less taxes while also making the most of the money you have.Their approach is simple to understand, and Ed and James, both advisors with Edge Financial Advisors, tell stories to illustrate their ideas.You also don't want to miss “Ed's Food for Thought,” a regular feature at the end of every episode. If you like wings, you won't want to miss Ed's recommendation for the best wing joint in Chicago area.

In this inaugural episode of Ed's Edge, Ed Meek and James Alexander discuss three primary ways to maximize your retirement income.

This issue features work from Anne Pluto, Kim Malinowski, Brad Rose, Michael Daley, Nina Rubinstein Alonso, Doug Holder, Dana R. Rowe, Vincent Dorio, John Cuetara, Kelly McQuain, Jeannie E. Roberts, Ed Meek, and Mark Pawlak // www.goldwalkmag.com

We all have stories of challenge and sacrifice, loss and struggle. Stories that we can draw on to help guide us through the challenges we face today. Foothills members share some of their personal stories and reflections. Rev. Kristen then draws out some of the themes she hears, before turning to a conversation our Director of Family Ministry recently had with young adults who grew up at Foothills. Featuring Foothills members Kirsten Hartman and Ed Meek, Marla Nelson, Tom Inscho, Tim Clouse, and Pam Webber, and young adults (forever Foothills community members!) Jason Latta, Brynna Herbener, Alex Undy and Sami Scovel.

Visit us at sunlitstorytime.com to learn about author Ed Meek, peruse our beautiful story images, and Join Our List to hear about upcoming feel great stories. At SunLit Story Time, we publish stories that make you feel great.

Jemar and Beau discuss the recent controversy at the University of Mississippi, Jemar's recent article in the New York Times, and the move to rename and/or replace problematic monuments. Jemar's NYT article: https://www.nytimes.com/2018/10/15/opinion/ida-b-well-ole-miss-journalism.html Red Flag (itunes): https://itunes.apple.com/us/podcast/red-flag/id1435809192?mt=2 Red Flag (spotify): https://open.spotify.com/show/5K1aLm5krMgIAKXfxJAcPJ?si=DK8GfIImSl2JRZPKwARazw

The last hour of this episode may offend our political connects! lol We covered the on going comedy beefs with Kevin Hart, Tiffany Haddish, Katt williams, Mike Epps, and Leslie Jones. Kanye West calling out Drake and Nick Cannon about rumors of sleeping with his wife, Ed Meek of Ole Miss shows his true colors, Amber Guyer fired, the black community violence and advancements and left behind, Woman having a hard time being monogamous, The Carter V, Bill Cosby, Our political interviews, and More

In 2005, Ed founded Edge Portfolio Management with the goal of providing all of his clients a more comprehensive financial planning and investment management experience than what they had received previously. With this strategy, Ed has been able to spend a lot more time with a more limited amount of clients in order to fully assist them in achieving their financial goals. Prior to founding Edge, Ed helped launch the Private Access Group for Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With more than 21 years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Portfolio Management. Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children. Dr. Len Schwartz is a Fortune 500 trained marketer who has been helping Financial Advisors automate the growth of their practice since 1999. To get free access to his webinar where you learn an exact step-by-step 7-figure Automated Marketing System- go to www.markedominationservices.com/7figure to learn how to double your leads, referrals and new clients within 90 days….that’s www.marketdominationservices.com/7figureOn the podcast, Dr. Len brings together some of the most cutting-edge thought leaders in the world of marketing to share with you how you can double your production every year.   Powered by Seth Greene: a 6 Time Best Selling Author, Nationally Recognized Direct Response Marketing Expert, and the only back to back to back GKIC Dan Kennedy Marketer of the Year Nominee. Get a FREE Copy of Seth’s new book Podcast Marketing Magic, and access to a Live Podcast Marketing Training Webinar at http://www.UltimateMarketingMagician.com