Big Mistake In Financial Planning - Insurance!

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!