Business Mastery Podcast
Business is dynamic. And everything affects you and your business. Fight with your mother-in-law? Mindset struggle? Market Changes? YUP. So, we're going to talk about it all. No topic is off limits.
The goal for every episode is to offer a new and different perspective or provide actionable strategies you can implement now. On the topics you need, to help you run the small business you love, more successfully. To master your own business and to master yourself as its leader and decision maker.
Every Wednesday Dawn K. Kennedy, an attorney, author, mentor and the CEO of Convoy Road Coffee Roasters, releases a new episode for your middle of the week dose of ideas and inspiration. In 45 minutes or less.
Small bites, expert guests, big impacts.
Whether you are a new or seasoned entrepreneur, this show is about all the things around making a bigger impact with your pursuit and growing into your entrepreneurial vision.
Business Mastery Podcast
172. “Everything You Wanted to Know about Financial Planning” with Ed Meek
Dawn talks with Ed Meek, founder of Edge Financial Advisors, to provide all of his clients a more comprehensive financial planning and investment management experience than they had previously received. Dawn and Ed talk about Financial planning.
In this episode…
Who is Ed Meek and whom does he serve? (01:07)
When is the right time to contact a financial planner, and what triggers that need? (2:10)
Understanding Holistic Financial Planning (5:42)
Understanding the costs and benefits of hiring a financial planner. (12:13)
What certifications to look for and how to find the right financial planner for your needs? (15:50)
Emotional and Psychological Aspects of Financial Planning (22:27)
Final thoughts, conclusion, and where to find more information about Ed Meek. (31:14)
Ed Meek’s Information.
Website: https://edgefa.com/about/ed-meek/
LinkedIn:
https://www.linkedin.com/company/edgefinancialadvisors/
https://www.linkedin.com/in/edwardmeek/
X: https://twitter.com/advisors_edge
YouTube: https://www.youtube.com/channel/UCI008oeg9Y94k3tTeU2z1sA
Facebook: https://www.facebook.com/profile.php?id=100057522786296#
SUPPORT THE SHOW
Dawn’s Website: https://dawnkkennedy.com/
Links and Freebies- https://dawnkkennedy.com/free/
In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/
Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor
Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP
Follow us on Instagram https://www.instagram.com/dawnkkennedyxo
Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books