In this episode, Ed Bao emphasizes the importance of the savings component in a financial plan. He talks about giving yourself a gut check and really evaluate your financial plans at the beginning of the year. You need to understand the factors that affect the savings rate, such as taxes, inflation, planned obsolescence, and technological change. Ed talks about emphasizing the need for goal setting at the beginning of the year, and the resources he provides for further guidance.
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 emphasizes the importance of the savings component in a financial plan. He talks about giving yourself a gut check and really evaluate your financial plans at the beginning of the year. You need to understand the factors that affect the savings rate, such as taxes, inflation, planned obsolescence, and technological change. Ed talks about emphasizing the need for goal setting at the beginning of the year, and the resources he provides for further guidance.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!