Jumping The Wealth Curve

About 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 (https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbXlqZW8xNWRpNDcwOGhvTjA4VUNTcmpEZ0owUXxBQ3Jtc0ttV3JfTDB6Q1FOQ3h5elBoSWM2UGtBV2NWTXBtMURkOElRd05ZNldSZGNvNWFGbWtvdXdxUS1LaTZvSkdodUNBWTNyMW82VzI5amlsNVNyUy1KM1lOLUVaV3pQTnhuWUprc3pCXzRnMlQ2MnBXVklmdw&q=smallwoodwealth.com) Schedule a Catch Up Call go.oncehub.com/EdwardBaoCatchUpCall (https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbGNHQkF3MVpqT1g2Q2NTQzFDcllCaWRVbE1fQXxBQ3Jtc0tsVGt4ZXU5SEdzZlhJWklUXzlrSWRVRnlBWUpOLXRGa1BOSjdzdHVxQ3FoYUJIdDZrbXBPXzJEaFFmeFROTTN1Z0lJVFduZzF4MENQam5PMHVxWEpoMl9ucmdiTU5WeTN5YWZ4ZVBXNnNZYkEzX2J2aw&q=https%3A%2F%2Fgo.oncehub.com%2FEdwardBaoCatchUpCall) ---------------------------------------------------------------------------------- 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.

Publisher

Ed Bao

Category

business

Language

en

Explicit

No

First episode

14 Jul 2023

Latest episode

18 Aug 2025

Latest episodes

45 episodes in the feed.

1. 

   18 Aug 2025

   Hope, Health & Wealth

   In 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 the importance of mindset, support systems, and the lessons learned throughout her experience. The conversation emphasizes empowerment, community, and the significance of health as a form of wealth, while also addressing the financial implications of serious illness. Join us every week as Ed Bao helps you navigate the s...

2. 

   16 Jun 2025

   Big Mistake In Financial Planning - Insurance!

   Ed Bao and John L. Smallwood analyze prevalent errors in financial planning, especially regarding insurance, and highlight life insurance's role in wealth management, in this interview.

3. 

   22 May 2025

   Social Security - When Is The Right Time?

   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 app...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

1,668

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 43 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

32

Social presence

0

YouTube

74

Engagement

60

Contact Jumping The Wealth Curve

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.