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
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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
Don't Be Shackled by Your Bondage.
In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of flexibility in financial planning, particularly in relation to bonds and annuities. He explains the inverse relationship between interest rates and bond prices, highlighting the challenges faced in 2022. Ed advocates for the use of annuities as a potential replacement for fixed income in portfolios, emphasizing the need for guaranteed income in retirement. He encourages listeners to explore various strategies and not to be shackled by traditional investment approaches, ultimately aiming for a more secure financial future.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!