Episodi

  • The Meaning Behind "Jumping the Wealth Curve"

    The Meaning Behind "Jumping the Wealth Curve"
    Mar 17 2022
    Most of the time, you can find Ed Bao in the office, helping families develop financial plans that help them jump the wealth curve. But outside of the office, he's literally jumping things on his dirt bike (he's no ordinary CFP!). On this week's episode he explains the surprising correlations between the sport he loves and the planning he's doing every day at Smallwood Wealth. Want to find out how to jump the wealth curve? Get your scorecard now at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    22 min
  • Credit Reports 101

    Credit Reports 101
    Feb 10 2022
    This week, Ed dives into the basics of your credit report: how to check it, when to check it, and how to fix it! Plus, he shares his own personal experience with identity theft & how to reduce the chances of it happening to you. Have a question for Ed? Connect at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    29 min
  • The Positives of a Market Pullback

    The Positives of a Market Pullback
    Jan 27 2022
    Sure, most investors get nervous when they start to see market volatility. But if you play your cards right, it could be an opportunity. As we wrap up another wild week on Wall Street, Ed Bao discusses why we're seeing more movement, and why these pullbacks can be healthy. Need a portfolio checkup? Sign up for your Wealth Curve Scorecard now at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    21 min
  • Protection: The Foundation of Every Financial Plan

    Protection: The Foundation of Every Financial Plan
    Jan 13 2022
    The silver lining of the pandemic may be that it has more of us thinking about proactively planning for worst-case scenarios and our own mortality. This week, Ed Bao discusses how to build protection into your financial plan, and why that's especially important for men in their 50's. Find more at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    20 min
  • Jump Start Your Year-End Planning

    Jump Start Your Year-End Planning
    Dec 23 2021
    It's time to wrap things up in 2021, and start looking ahead to 2022. This week, Ed gives some practical tips on how to assess this past year financially, and how to set and monitor your financial resolutions for the new year. Good news - he's done some of the homework for you! Ready to set some retirement goals? Check out the Wealth Curve Scorecard at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    17 min
  • Descending the Mountain: Retirement Income Strategies

    Descending the Mountain: Retirement Income Strategies
    Dec 9 2021
    When it comes to mountain climbing, most deaths occur on the way down the mountain, not up. The same thing can happen when it comes to retirement. Ed Bao explains the different ways to approach the descent with different income strategies on this week's episode. Find out if you're ready to descend the mountain by signing up for your Wealth Curve Scorecard at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    17 min
  • The Default Retirement Strategy

    The Default Retirement Strategy
    Dec 2 2021
    As a dirt bike enthusiast, Ed Bao has been jumping things for years! As a Certified Financial Planner, he's also helped hundreds of retirees and pre-retirees jump the wealth curve by utilizing different investment, income, tax and estate planning strategies. Listen this week as Ed lays out the "default strategy" for retirement and why you may need to do more to maximize your retirement income. Get your Wealth Curve Scorecard now at www.SmallwoodWealth.com. See omnystudio.com/listener for privacy information.
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    26 min
  • Jumping the Wealth Curve

    Jumping the Wealth Curve
    Nov 25 2021
    You’ve saved and saved for years just to get to retirement and feel like you’ve reached the top of the mountain. Now, how are you going to find your way down? Join Smallwood Wealth’s Ed Bao this week as he discusses the importance of finding the right guide in retirement on a special episode of "Wealth Curve Talk." Be sure to check out his new podcast, “Jumping the Wealth Curve,” on your favorite podcast provider! See omnystudio.com/listener for privacy information.
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    15 min