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

by | Dec 4, 2023 | Qualified Retirement Plan

An Interview with Eddie James, CKA®: Harvest Wealth Management Owner Discusses 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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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 the world continues to navigate through the challenges of a global pandemic, retirement planning has become more important than ever. With economic uncertainty and market volatility, it is essential to have a solid plan in place to secure a stable financial future. I recently had the opportunity to sit down with Eddie James, CKA® Owner of Harvest Wealth Management, to discuss retirement planning in these challenging times.

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Eddie James is a Certified Kingdom Advisor® who has been helping individuals and families navigate their financial goals for over 20 years. His firm, Harvest Wealth Management, specializes in retirement planning and investment management, with a focus on creating personalized strategies to help clients achieve long-term financial success.

When asked about the current landscape of retirement planning, Eddie emphasized the importance of having a comprehensive strategy that takes into account the current economic environment. “In today’s climate, it is crucial to reassess retirement goals and make adjustments as needed,” he explained. “Market volatility and economic uncertainty can have a significant impact on retirement savings, so it’s important to have a plan that can adapt to these challenges.”

Eddie also stressed the importance of diversification and risk management in retirement portfolios. “Diversifying investments can help mitigate risk and protect against market downturns,” he said. “We work with our clients to build well-balanced portfolios that can weather market fluctuations and provide stability for the long term.”

In addition to investment management, Eddie highlighted the importance of having a comprehensive retirement income plan. “Creating a reliable and sustainable income stream in retirement is crucial,” he stated. “We help our clients develop income strategies that take into account factors such as longevity, inflation, and healthcare costs, to ensure they can maintain their desired lifestyle throughout retirement.”

Eddie also discussed the role of emotional and behavioral factors in retirement planning. “It’s important to address the emotional aspects of retirement as well,” he said. “Many individuals face anxiety and uncertainty about their financial future, especially during times of economic upheaval. We work with our clients to provide education, guidance, and support to help them navigate these emotional challenges and make well-informed decisions.”

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As we wrapped up our conversation, Eddie emphasized the importance of seeking professional guidance when it comes to retirement planning. “Working with a trusted financial advisor can provide clarity and confidence in navigating through challenging times,” he said. “At Harvest Wealth Management, we are committed to helping our clients build and execute a comprehensive retirement plan that is tailored to their unique needs and circumstances.”

In conclusion, retirement planning in today’s challenging times requires a proactive and adaptable approach. With the guidance of a knowledgeable and experienced advisor like Eddie James, individuals can navigate through economic uncertainties and market volatility to secure a stable financial future in retirement. Whether it’s investment management, income planning, or emotional support, a comprehensive retirement strategy can provide peace of mind and confidence as individuals plan for their golden years.

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