Alex and Ed were recognized in the 2021 Forbes Best-In-State Wealth Advisors list, and they’re also the Co-Founders and Managing Partners of Birch Run Financial, a financial advisory managing $350M+ in clients’ assets. They’re also the authors of Mastering the Money Mind: A New Way of Thinking About Personal Finance, a book that offers advice investors of all ages can use to make smarter financial decisions.

*DISCLAIMER – We are not giving any financial advice. Please DYOR*

(00:00 – 04:45) Opening Segment

– Alex and Ed are being introduced as the guest Host
– Alex and Ed shares something interesting about themselves

(04:45 – 26:42) Markets and the Economy during 2022

– Alex and Ed shared about what kind of assets they invested in
– They talk about why not invest in real estate
– They shared What happened in the capital market in the first nine months of 2022
– Alex and Ed share if we are heading to recession or already in recession
– Alex and Ed also talk about what should an investor do in such kind of environment
– They share about as to where they see the opportunity and weakness in the next nine months

(26:42 – 39:17) Fire Round

– Alex and Ed share their investment strategy
– Alex and Ed also share their favorite Finance, real estate book, or any related book
– Alex and Ed shared about the website and tools that they can recommend
– Alex and Ed’s advice to beginner investors
-Also they shared how they give back

(39:17 – 40:44) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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