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Jumping The Wealth Curve
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".
Podcasting since 2023 • 36 episodes
Jumping The Wealth Curve
Latest Episodes
Taxes - Paying More Than You Should?
In this episode, Ed Bao discusses essential tax strategies for individuals and business owners to maximize their tax refunds and minimize liabilities. He highlights five hidden ways to boost tax refunds and for business owners, he emphasizes th...
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21:24
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Staying Committed To Your Financial Plan
In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of staying committed to your financial plan. He emphasizes the need for an open mind when formulating a plan and the significance of emotional and mental commitment to...
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13:37
The 4 most Common Mistakes With A Financial Plan
In this episode, Ed Bao discusses the four most common mistakes in financial planning, emphasizing the importance of understanding savings rates, protecting assets and income, wisely allocating funds, and avoiding a 'set it and forget it' menta...
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10:11