In this episode, Ed Bao discusses the importance of the wealth curve in financial planning. He explains how the wealth curve was born and how it serves as a simulation tool and laboratory, allowing clients to see the impact of different variables on their financial plans. Ed emphasizes the core concepts of reducing taxes, risk, and fees, while increasing wealth, benefits, retirement income, and legacy planning. He encourages listeners to review and understand their financial plans and to approach financial planning with an open mind.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!
In this episode, Ed Bao discusses the importance of the wealth curve in financial planning. He explains how the wealth curve was born and how it serves as a simulation tool and laboratory, allowing clients to see the impact of different variables on their financial plans. Ed emphasizes the core concepts of reducing taxes, risk, and fees, while increasing wealth, benefits, retirement income, and legacy planning. He encourages listeners to review and understand their financial plans and to approach financial planning with an open mind.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!