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Staying Committed To Your Financial Plan

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Manage episode 455008574 series 3533022
Konten disediakan oleh Ed Bao. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ed Bao atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of staying committed to your financial plan. He emphasizes the need for an open mind when formulating a plan and the significance of emotional and mental commitment to achieving financial goals. Ed highlights the role of a financial advisor as a coach, guiding clients through the complexities of personal finance and helping them stay on track. He also stresses the importance of open communication with advisors and the need for regular check-ins to adjust plans as necessary.

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

40 episode

Artwork
iconBagikan
 
Manage episode 455008574 series 3533022
Konten disediakan oleh Ed Bao. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Ed Bao atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of staying committed to your financial plan. He emphasizes the need for an open mind when formulating a plan and the significance of emotional and mental commitment to achieving financial goals. Ed highlights the role of a financial advisor as a coach, guiding clients through the complexities of personal finance and helping them stay on track. He also stresses the importance of open communication with advisors and the need for regular check-ins to adjust plans as necessary.

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

40 episode

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