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Big Mistake In Financial Planning - Insurance!

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Manage episode 489093065 series 3533022
Content provided by Ed Bao. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Bao or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ed Bao and John L. Smallwood discuss the most common mistakes in financial planning, particularly focusing on insurance. They explore the emotional aspects of life insurance, the importance of risk management, and the misconceptions surrounding self-insurance. The conversation emphasizes the value of life insurance in wealth management and the need for a balanced financial strategy that considers various financial products and their organization.

Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 489093065 series 3533022
Content provided by Ed Bao. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ed Bao or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Ed Bao and John L. Smallwood discuss the most common mistakes in financial planning, particularly focusing on insurance. They explore the emotional aspects of life insurance, the importance of risk management, and the misconceptions surrounding self-insurance. The conversation emphasizes the value of life insurance in wealth management and the need for a balanced financial strategy that considers various financial products and their organization.

Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!

  continue reading

44 episodes

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