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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".
Jumping The Wealth Curve
How To Maximize Your Wealth Now
Welcome back, in this episode Ed discusses the importance of maximizing wealth during the accumulation phase of a financial plan. He emphasizes the need for a maximization mindset and making sure that every component of the plan, including protection, savings, and growth, is maximized. The conversation highlights the limitations of goal-based planning and encourages listeners to think beyond specific goals and focus on maximizing their plan. It also emphasizes the importance of customization and tailoring the plan to individual needs and goals.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!