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 … [Read more...]
The Foundation of a Financial Plan
As fear and uncertainty creep back into the market, John believes the best way to address it is with a solid financial plan. This week, he breaks down how to build a strong foundation for that plan and how to adapt as life and the market changes. Want to start building that foundation? Get your … [Read more...]
A Conversation About Market Volatility
It's time for a conversation about market volatility. With the major Wall Street indices in correction territory after the Russian invasion of Ukraine, it's natural to be concerned. But on this week's episode, John discusses the volatility concept, stock market history, and why it's important to … [Read more...]
Credit Reports 101
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. … [Read more...]
As January Goes, So Goes the Year: The Return of Market Volatility
When it comes to investing, volatility is party of the game. But should you pay attention to the so-called January Barometer and other market "predictors?" John breaks down the stats on this week's podcast, and explains how to approach investing for the long haul. Find out how market volatility … [Read more...]
The Positives of a Market Pullback
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? … [Read more...]
The Wealth Curve Conversation
When it comes to financial planning, rate of return is not everything. This week, John discusses the Wealth Curve conversation and why it's important to discuss your family dynamics and life changes as part of the process with your financial advisor. Start the Wealth Curve conversation anytime at … [Read more...]
Protection: The Foundation of Every Financial Plan
The silver lining of the pandemic may be that it has more of us thinking about proactively planning for worst-case scenarios and our own mortality. This week, Ed Bao discusses how to build protection into your financial plan, and why that's especially important for men in their 50's. Find more at … [Read more...]
Looking Back in Order to Get Ahead
It's not too late to get started on some financial goals for the new year, but first, you might want to take a look back at 2021. This week, John suggests some ways to evaluate the year you had and how that can help you plan to hit your lifestyle goals in the future. Want a detailed assessment of … [Read more...]
Jump Start Your Year-End Planning
It's time to wrap things up in 2021, and start looking ahead to 2022. This week, Ed gives some practical tips on how to assess this past year financially, and how to set and monitor your financial resolutions for the new year. Good news - he's done some of the homework for you! Ready to set some … [Read more...]
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