Innovative Strategies to Achieve Financial Security with James Alexander, CFP®

Truly Passive Income

Join James Alexander, CFP®, as he delves into the secrets of achieving financial independence through innovative investment strategies and understanding the psychology of money. Discover his innovative "bucket strategy" for asset management and the tax-saving benefits of defined benefit plans. Packed with actionable advice, this episode offers invaluable insights for white-collar professionals and entrepreneurs aiming to craft a personalized financial game plan and optimize their financial future.

Key takeaways to listen for

• [01:13] How to play your financial game instead of someone else's
• [06:49] The bucket strategy for managing different goals
• [17:25] Income structured notes: What they are and how they work
• [25:05] Defined benefit plans as tax-saving vehicles for high-income earners
• [33:35] Importance of financial education for long-term success

Resources mentioned in this episode

[26:43] Accelerate your tax-deductible retirement savings with Edge Financial Advisors' Defined Benefit Plan—an IRS pre-approved solution for high-income earners. Learn more at https://www.yourretirementaccelerator.com/.

About James Alexander, CFP®

James Alexander, CFP®, is a financial advisor and partner at Edge Financial Advisors, LLC, in Wheaton, Illinois. Since joining Edge in 2019, he has provided customized investment management and comprehensive financial planning services to families and individuals. With a career in financial services dating back to 2009, James has held various roles at Scottrade and TD Ameritrade, including serving as a branch manager. He holds degrees in Finance and Mathematics from Loyola University Chicago and resides in Naperville, Illinois, with his wife, Rachel, and their son, Theo.

Connect with James

• Website: Edge Financial Advisors
• Facebook: Ed's Edge | Apple Podcasts
• LinkedIn: James Alexander, CFP®

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