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Mastering Financial Strategies with James Alexander: From Chessboard to Portfolio Management
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Podcast Episode Title:
"Mastering Financial Strategies with James Alexander: From Chessboard to Portfolio Management"
Summary:
In this episode, I’m joined by James Alexander, a seasoned financial advisor and partner at Edge Financial Advisors. With over 15 years in the industry, James shares insights into navigating complex financial planning, the importance of goal setting, and how chess strategies can be applied to financial success. Whether you’re an entrepreneur or looking to improve your retirement plan, this conversation is packed with actionable tips!
Timestamps:
[00:00:00] Introduction: Overview of James's background in the financial industry.
[00:03:00] Early Career Path: James shares his journey into finance, starting as a math major and transitioning into the world of investments.
[00:15:30] Becoming a Financial Advisor: Discussing his roles at Scottrade and TD Ameritrade, and what led him to Edge Financial Advisors.
[00:25:45]Interview with Guest: James talks about his philosophy on financial planning, using chess strategies, and helping clients holistically manage their wealth.
[00:45:00] Key Takeaways: The importance of setting specific financial goals, the role of mindset in achieving success, and how to avoid common financial pitfalls.
About the Guest: James Alexander
James Alexander is a partner and wealth advisor at Edge Financial Advisors, where he provides personalized investment management and comprehensive financial planning to individuals and families. With degrees in Finance and Mathematics from Loyola University in Chicago, he has been in the financial services industry since 2009, previously holding positions at TD Ameritrade and Scottrade. His strategic, numbers-driven approach is complemented by a passion for educating his clients.
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