An Interview with Eddie James, CKA® Owner of Harvest Wealth Management, on Retirement Planning for Ch…

by | Nov 24, 2023 | Qualified Retirement Plan

An Interview with Eddie James, CKA® Owner of Harvest Wealth Management, on Retirement Planning for Ch…




Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by clients. He has established a client-focused business culture in which he spends time getting to know his clients, listening to them attentively, understanding them, and building a long-term relationship as a true trusted adviser.

Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

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Learn More:

www.MoneyYourSlave.com

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon information considered reliable. Although, it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

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Interview with Eddie James, CKA® Owner of Harvest Wealth Management: retirement planning for Challenging Times

As we navigate through uncertain economic times and an ever-changing landscape, retirement planning has become more important than ever. With the plethora of investment options and the constant flux of the market, it can be overwhelming for individuals to plan for their retirement. To shed some light on this subject, we sat down with Eddie James, CKA® Owner of Harvest Wealth Management, to get some insights on retirement planning for challenging times.

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Eddie James has over 20 years of experience in the financial industry and is a Certified Kingdom Advisor. He is also the owner of Harvest Wealth Management, a firm that specializes in helping individuals and families plan for their retirement and achieve their financial goals.

When asked about the current challenges in retirement planning, James emphasized the importance of having a clear understanding of one’s financial goals and risk tolerance. “In today’s uncertain economic climate, it’s crucial for individuals to have a well-defined retirement plan that takes into account their specific financial situation and goals,” he stated. He also highlighted the need for a diversified investment strategy that can mitigate risks and provide long-term growth.

One of the key aspects of retirement planning that James emphasized was the need for flexibility and adaptability. “In challenging times, it’s important for individuals to have a retirement plan that can adapt to changing market conditions and economic trends,” he explained. “This may involve revisiting and adjusting investment strategies, reassessing risk tolerance, and exploring new opportunities that align with one’s financial goals.”

When it comes to investment options for retirement planning, James discussed the importance of considering a mix of assets. “Diversification is crucial when it comes to retirement planning,” he stated. “Investing in a mix of assets such as stocks, bonds, real estate, and alternative investments can help spread risk and provide opportunities for growth.” He also recommended exploring retirement accounts such as IRAs, 401(k)s, and annuities as viable options for long-term retirement planning.

In the current economic climate, James stressed the need for individuals to stay informed and seek advice from financial professionals. “Keeping up with market trends and economic developments is essential for making informed financial decisions,” he said. “Seeking advice from experienced financial advisors can provide valuable insights and guidance in navigating through uncertain times.”

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As the interview concluded, James emphasized the importance of having a solid retirement plan in place, especially during challenging times. “Planning for retirement is a long-term endeavor, and it requires careful consideration and strategic decision-making,” he noted. “Individuals should not only focus on accumulating wealth but also on preserving and growing their assets to ensure a secure and comfortable retirement.”

In conclusion, retirement planning for challenging times requires a thoughtful and comprehensive approach that takes into account individual financial goals, risk tolerance, and market conditions. With the expert insights from Eddie James, individuals can gain a better understanding of the key considerations and strategies for planning their retirement in today’s economic climate. For those looking to secure their financial future, seeking guidance from experienced professionals like Eddie James can provide the necessary support and guidance to navigate through uncertain times.

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