『Jumping The Wealth Curve』のカバーアート

Jumping The Wealth Curve

Jumping The Wealth Curve

著者： Ed Bao
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このコンテンツについて

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.

© 2025 Jumping The Wealth Curve 個人ファイナンス 経済学
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  • Social Security - When Is The Right Time?

    Social Security - When Is The Right Time?
    2025/05/22

    Summary

    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 importance of understanding full retirement age, the implications of delaying benefits until age 70, and the personal circumstances that influence these decisions. The conversation highlights the crossover points for benefits and the potential financial impacts of different strategies, ultimately advocating for a tailored approach to Social Security planning.


    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

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    17 分
  • Don't Fall Into The Retirement Plan Trap

    Don't Fall Into The Retirement Plan Trap
    2025/04/09

    In 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 return on investments. He illustrates how misleading averages can lead to poor financial decisions and outlines strategies for effective retirement planning, including the importance of flexibility and having multiple income sources.

    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

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    17 分
  • New Year, Same Story - Market Volatility

    New Year, Same Story - Market Volatility
    2025/03/27

    In 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 understanding market trends, particularly in relation to tariffs and consumer confidence. Ed shares historical data on market performance, highlighting the significance of diversification and long-term investment strategies. He encourages listeners to stay true to their financial plans and to view volatility as an opportunity rather than a setback.

    Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

    続きを読む 一部表示
    29 分

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