Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD #1334 - Unlocking Financial Success with James Alexander: Defined Benefit Plans, Tax Strategies, and Holistic Wealth Management
Are you maximizing your financial potential while avoiding costly mistakes?
Join us for an insightful conversation with James Alexander, CFP®, of Edge Financial Advisors. James shares his journey from math enthusiast to wealth advisor, offering strategies for business owners, doctors, and attorneys to optimize their finances. We explore topics like defined benefit plans, holistic financial planning, tax-saving opportunities, and leveraging AI for personalized financial management. Discover how Edge Financial helps clients retire early, achieve peace of mind, and secure their legacy.
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Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.
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