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Description

Ever wonder if making more money really leads to a happier life? John Smallwood is joined by Edward Bao—senior wealth advisor at Smallwood Wealth with 16 years of Wall Street experience—to shine a light on the realities behind wealth, success, and personal growth. You’ll hear how the high-stakes world of floor trading evolved into today’s electronic markets, and why empathy, mindset, and emotional intelligence might be the real game-changers for your financial future.If you’re craving a down-to-earth take on money that goes beyond numbers and deep into what truly matters, you won’t want to miss this.

Chapters:

00:00 Intro

01:47 The Shift from Floor Trading to Electronic Markets

04:32 Navigating the Challenges of Trading and Technology

06:27 The Value of Money and Personal Growth

25:07 Reflections on Growth and Financial Evolution

43:41 Rethinking Investment Strategies

57:54 The Power of an Open Mind

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Learn more about Smallwood Wealth: https://smallwoodwealth.com

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are 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 Regulus Financial Group, LLC. Member FINRA/SIPC. Headquartered at 2687 44th St. SE Kentwood, MI 49512. Regulus Financial Group, LLC and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.