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".
Here's where you can find out more and to reach out to Ed:
Smallwood Wealth Management smallwoodwealth.com
Schedule a Catch Up Call go.oncehub.com/EdwardBaoCatchUpCall
----------------------------------------------------------------------------------
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. • Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. • Applicable Regal/Regulus disclosure.
Jumping The Wealth Curve
Do You Know How To Play The Money Game?
No it's not the latest board game, in this episode Ed Bao discusses the concept of playing the game of money and the five rules of the financial institution. He explains that financial institutions want to make you comfortable giving them your money, have you contribute on an ongoing basis, hang on to your money for as long as possible, give you back as little as possible, and transfer the risk from them to you. He emphasizes the importance of working with a financial coach to develop a strategy for your financial plan.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!