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
Balance Is key
In this episode, Ed Bao emphasizes the critical role of balance in financial planning. He discusses the importance of maintaining equilibrium among the components of a financial plan, including savings, defense, and growth. Ed highlights common pitfalls that lead to imbalance and stresses the need for a well-rounded approach, particularly regarding life insurance as a strategic asset. He concludes by encouraging listeners to assess their financial plans for balance and flexibility, ensuring they are in control of their financial futures.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!