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 • 34 episodes
Jumping The Wealth Curve
Latest Episodes
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...
•
10:11
Don't Be Shackled by Your Bondage.
In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of flexibility in financial planning, particularly in relation to bonds and annuities. He explains the inverse relationship between interest rates and bond prices, hig...
•
16:23
Your Retirement Journey
In this episode, Ed Bao discusses the intricacies of retirement planning, emphasizing the importance of understanding both the accumulation and distribution phases. He uses the metaphor of mountain climbing to illustrate the journey of financia...
•
10:56