Jumping The Wealth Curve
Claim This Podcastby Ed Bao
Podcast Authority
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Podcast Overview
<p>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".</p><p><br></p><p>Here's where you can find out more and to reach out to Ed:</p><p><br></p><p><br></p><p>Smallwood Wealth Management <a href="https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbXlqZW8xNWRpNDcwOGhvTjA4VUNTcmpEZ0owUXxBQ3Jtc0ttV3JfTDB6Q1FOQ3h5elBoSWM2UGtBV2NWTXBtMURkOElRd05ZNldSZGNvNWFGbWtvdXdxUS1LaTZvSkdodUNBWTNyMW82VzI5amlsNVNyUy1KM1lOLUVaV3pQTnhuWUprc3pCXzRnMlQ2MnBXVklmdw&q=smallwoodwealth.com">smallwoodwealth.com</a></p><p> </p><p>Schedule a Catch Up Call <a href="https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbGNHQkF3MVpqT1g2Q2NTQzFDcllCaWRVbE1fQXxBQ3Jtc0tsVGt4ZXU5SEdzZlhJWklUXzlrSWRVRnlBWUpOLXRGa1BOSjdzdHVxQ3FoYUJIdDZrbXBPXzJEaFFmeFROTTN1Z0lJVFduZzF4MENQam5PMHVxWEpoMl9ucmdiTU5WeTN5YWZ4ZVBXNnNZYkEzX2J2aw&q=https%3A%2F%2Fgo.oncehub.com%2FEdwardBaoCatchUpCall">go.oncehub.com/EdwardBaoCatchUpCall</a></p><p> </p><p>----------------------------------------------------------------------------------</p><p> </p><p>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. </p>
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Publishing Since
7/14/2023
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Recent Episodes
August 18, 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...
June 16, 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.
May 22, 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...
45 total episodes available
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- What is Jumping The Wealth Curve?
<p>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".</p><p><br></p><p>Here's where you can find out more and to reach out to Ed:</p><p><br></p><p><br></p><p>Smallwood Wealth Management <a href="https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbXlqZW8xNWRpNDcwOGhvTjA4VUNTcmpEZ0owUXxBQ3Jtc0ttV3JfTDB6Q1FOQ3h5elBoSWM2UGtBV2NWTXBtMURkOElRd05ZNldSZGNvNWFGbWtvdXdxUS1LaTZvSkdodUNBWTNyMW82VzI5amlsNVNyUy1KM1lOLUVaV3pQTnhuWUprc3pCXzRnMlQ2MnBXVklmdw&q=smallwoodwealth.com">smallwoodwealth.com</a></p><p> </p><p>Schedule a Catch Up Call <a href="https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbGNHQkF3MVpqT1g2Q2NTQzFDcllCaWRVbE1fQXxBQ3Jtc0tsVGt4ZXU5SEdzZlhJWklUXzlrSWRVRnlBWUpOLXRGa1BOSjdzdHVxQ3FoYUJIdDZrbXBPXzJEaFFmeFROTTN1Z0lJVFduZzF4MENQam5PMHVxWEpoMl9ucmdiTU5WeTN5YWZ4ZVBXNnNZYkEzX2J2aw&q=https%3A%2F%2Fgo.oncehub.com%2FEdwardBaoCatchUpCall">go.oncehub.com/EdwardBaoCatchUpCall</a></p><p> </p><p>----------------------------------------------------------------------------------</p><p> </p><p>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. </p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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