About this podcast
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.
Episodes
The newest 20 of 45 episodes
- Hope, Health & Wealth · 53 minIn this episode, Ed Bao and Leanne Menzel discuss Leanne's journey as a cancer survivor, exploring the emotional, physical, and financial challenges she faced. They delve into…
- Big Mistake In Financial Planning - Insurance! · 44 minIn this episode, Ed Bao and John L. Smallwood discuss the most common mistakes in financial planning, particularly focusing on insurance. They explore the emotional aspects of…
- Social Security - When Is The Right Time? · 17 minSummary In this episode, Ed Bao discusses the complexities of Social Security benefits, focusing on when to take them for optimal retirement planning. He emphasizes the…
- Don't Fall Into The Retirement Plan Trap · 17 minIn this episode of Jumping The Wealth Curve, Ed Bao discusses the pitfalls of traditional retirement planning, emphasizing the difference between average and actual rates of…
- New Year, Same Story - Market Volatility · 29 minIn this episode of Jumping the Wealth Curve, Ed Bao discusses the persistent theme of market volatility and its implications for investors. He emphasizes the importance of…
- The Wealth Destroyers: Taxes & Fees · 27 minIn this episode of Jumping the Wealth Curve, Ed Bao discusses the critical impact of taxes and fees on wealth accumulation and retirement planning. He emphasizes the importance…
- Balance Is key · 23 minIn 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…
- It's 2025 - Here's What To Expect · 24 minIn this episode, Ed Bao discusses the economic landscape of 2025, highlighting positive themes such as strong corporate earnings, ongoing interest rate cuts, and the impact of…
- 2025 - What Do You Want? · 17 minIn this episode, Ed Bao reflects on the past year and guides listeners through a goal-setting exercise for 2025. He emphasizes the importance of recognizing positive events from…
- Taxes - Paying More Than You Should? · 21 minIn this episode, Ed Bao discusses essential tax strategies for individuals and business owners to maximize their tax refunds and minimize liabilities. He highlights five hidden…
- Staying Committed To Your Financial Plan · 14 minIn this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of staying committed to your financial plan. He emphasizes the need for an open mind when formulating…
- The 4 most Common Mistakes With A Financial Plan · 10 minIn this episode, Ed Bao discusses the four most common mistakes in financial planning, emphasizing the importance of understanding savings rates, protecting assets and income…
- Don't Be Shackled by Your Bondage. · 16 minIn 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…
- Your Retirement Journey · 11 minIn this episode, Ed Bao discusses the intricacies of retirement planning, emphasizing the importance of understanding both the accumulation and distribution phases. He uses the…
- The Election And Your Portfolio · 14 minIn this episode of Jumping the Wealth Curve, Ed Bao discusses the relationship between elections and investment strategies. He emphasizes the importance of staying the course…
- How To Achieve What You Want · 24 minIn this episode, Ed Bao discusses how to achieve what you want in life, whether it's in financial planning or personal goals. He emphasizes the importance of setting goals and…
- What Is A Financial Toolbox? · 11 minIn this episode, Ed Bao discusses the concept of a financial toolbox and why it is important for financial planners to have a wide range of tools at their disposal. He emphasizes…
- Insurance Is A 4 letter Word · 14 minIn this episode, Ed Bao discusses why insurance is often seen as a four-letter word. He emphasizes the importance of starting with the protection component in financial planning…
- How To Maximize Your Wealth Now · 17 minWelcome back, in this episode Ed discusses the importance of maximizing wealth during the accumulation phase of a financial plan. He emphasizes the need for a maximization…
- Do You Know Your Retirement Age? · 19 minMany pre-retirees believe that retiring at age 65 is unattainable and expect to face more challenges in retirement than their parents or grandparents. As a result, a significant…
