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Jumping The Wealth Curve

Jumping The Wealth Curve

Di: Ed Bao
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A proposito di questo titolo

As a Senior Wealth Advisor at Smallwood Wealth Management, Ed specializes in creating financial plans to help you reduce your risks in retirement. His overall objective is to try to produce a more predictable outcome before and during retirement. Each week Ed talks about the many complexities everyone faces in retirement. His objective is to help you better understand and be prepared to enjoy your "golden years".


Here's where you can find out more and to reach out to Ed:



Smallwood Wealth Management smallwoodwealth.com

Schedule a Catch Up Call go.oncehub.com/EdwardBaoCatchUpCall

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. • Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. • Applicable Regal/Regulus disclosure.

© 2025 Jumping The Wealth Curve Economia Finanza personale
Episodi
  • Hope, Health & Wealth

    Hope, Health & Wealth
    Aug 18 2025

    In this episode, Ed Bao and Leanne Menzel discuss Leanne's journey as a cancer survivor, exploring the emotional, physical, and financial challenges she faced. They delve into the importance of mindset, support systems, and the lessons learned throughout her experience. The conversation emphasizes empowerment, community, and the significance of health as a form of wealth, while also addressing the financial implications of serious illness.

    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

    Mostra di più Mostra meno
    53 min
  • Big Mistake In Financial Planning - Insurance!

    Big Mistake In Financial Planning - Insurance!
    Jun 16 2025

    In this episode, Ed Bao and John L. Smallwood discuss the most common mistakes in financial planning, particularly focusing on insurance. They explore the emotional aspects of life insurance, the importance of risk management, and the misconceptions surrounding self-insurance. The conversation emphasizes the value of life insurance in wealth management and the need for a balanced financial strategy that considers various financial products and their organization.

    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

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    44 min
  • Social Security - When Is The Right Time?

    Social Security - When Is The Right Time?
    May 22 2025

    Summary

    In this episode, Ed Bao discusses the complexities of Social Security benefits, focusing on when to take them for optimal retirement planning. He emphasizes the importance of understanding full retirement age, the implications of delaying benefits until age 70, and the personal circumstances that influence these decisions. The conversation highlights the crossover points for benefits and the potential financial impacts of different strategies, ultimately advocating for a tailored approach to Social Security planning.


    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

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    17 min
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