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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 • 31 episodes
Jumping The Wealth Curve
Latest Episodes
The Election And Your Portfolio
In this episode of Jumping the Wealth Curve, Ed Bao discusses the relationship between elections and investment strategies. He emphasizes the importance of staying the course with a diversified portfolio, regardless of political changes. Ed sha...
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14:13
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How To Achieve What You Want
In this episode, Ed Bao discusses how to achieve what you want in life, whether it's in financial planning or personal goals. He emphasizes the importance of setting goals and being willing to make changes to reach those goals. Ed also talks ab...
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24:13
What Is A Financial Toolbox?
In this episode, Ed Bao discusses the concept of a financial toolbox and why it is important for financial planners to have a wide range of tools at their disposal. He emphasizes the need for a maximization mindset and explains how having a lim...
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11:19