EPISODE #007

MOTOCROSS AND YOUR FINANCIAL PLAN

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5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

 Motocross and Financial Planning

In this episode, John interviews Ed Bao to discuss his passion for Motocross and how it compares to financial planning.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

Key takeaways from this episode include how to:

  • Examine and rebuild your financial plan, in addition, paying close attention to its infinite details
  • Understand how variables of change can and will impact your plan
  • Learn to maintain a solid macro-perspective of financial design and strategy
  • Know the key components of your plan and how they impact themselves and one another
  • Get how financial planning correlates with retirement planning

Join us to welcome a more holistic approach to planning for your financial future.

We look at portfolios on a market volatility-adjusted basis as well as on a tax-adjusted basis. We always want to focus on how to reduce tax and reduce risk. So that we can reduce the impact of volatility-adjusted returns.

Give us a call at 732-542-1565.

If you are new to Smallwood Wealth schedule a Wealth Curve Conversation here.

We look forward to speaking with you.

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* This award should be subjectively bestowed, and the process of its receipt readily explained by objective data.
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.

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To go deeper on the insights from Smallwood Wealth Management, request your FREE COPY of 5 Ways Your Wealth Is Under Attack 

Everyone is impacted by these 5 problems. The question is, how big are yours? What impact do they have on your wealth potential? CLICK HERE TO GET THE BOOK

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