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Jumping the Wealth Curve with Ed Bao

Jumping the Wealth Curve with Ed Bao

By: Ed Bao
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As a dirt bike enthusiast, Edward Bao has been jumping things for years! As a Certified Financial Planner, he's also helped hundreds of retirees and pre-retirees jump the wealth curve by utilizing different investment, income, tax and estate planning strategies. Join the conversation by dropping Ed an e-mail at www.SmallwoodWealth.com and ask about getting your own Wealth Curve scorecard.  

 

Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

 Economics Leadership Management & Leadership Personal Development Personal Finance Personal Success
Episodes
  • The Meaning Behind "Jumping the Wealth Curve"

    The Meaning Behind "Jumping the Wealth Curve"
    Mar 17 2022
    Most of the time, you can find Ed Bao in the office, helping families develop financial plans that help them jump the wealth curve. But outside of the office, he's literally jumping things on his dirt bike (he's no ordinary CFP!). On this week's episode he explains the surprising correlations between the sport he loves and the planning he's doing every day at Smallwood Wealth. Want to find out how to jump the wealth curve? Get your scorecard now at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    22 mins
  • Credit Reports 101

    Credit Reports 101
    Feb 10 2022
    This week, Ed dives into the basics of your credit report: how to check it, when to check it, and how to fix it! Plus, he shares his own personal experience with identity theft & how to reduce the chances of it happening to you. Have a question for Ed? Connect at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    29 mins
  • The Positives of a Market Pullback

    The Positives of a Market Pullback
    Jan 27 2022
    Sure, most investors get nervous when they start to see market volatility. But if you play your cards right, it could be an opportunity. As we wrap up another wild week on Wall Street, Ed Bao discusses why we're seeing more movement, and why these pullbacks can be healthy. Need a portfolio checkup? Sign up for your Wealth Curve Scorecard now at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    21 mins
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