Making Market Volatility Your Friend

Jumping The Wealth Curve

In this episode, Ed Bao discusses the concept of making market volatility your friend. He starts by introducing the idea of financial pressures and how they can be both positive and negative. He then focuses on the investment side of financial planning and the importance of becoming friendly with market volatility. Ed shares historical data on market returns and intra-year declines to highlight the positive long-term trend. He emphasizes the need to stay the course and manage risk tolerance. Ed also explores the relationship between money and math, demonstrating how average returns can be misleading. He uses his Wealth Curve software to illustrate the impact of market volatility on retirement income and presents a solution for managing distributions during negative market years.

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