Money Isn't

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Whole life insurance is often dismissed as expensive or unnecessary, but when structured properly, it can become one of the most powerful tools in a long-term financial plan. In this episode of Money Isn’t, John Smallwood breaks down how whole life insurance works when it is integrated into a...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! The biggest wealth opportunities reward those who shift perspective and execute early. In this episode of Money Isn’t, John Smallwood sits down with serial entrepreneur Stephan Lowy, who shares how early action across emerging spaces like cannabis and crypto created opportunities most entrepr...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! People say that retail is dying, but Angela Courtney shows how service based businesses can still thrive when you own your niche, own your building, and take full ownership of your future. In this episode, John Smallwood sits down with Angela, founder of Sweetest Sin Boutique, co-owner of the...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Charitable giving is not just about generosity. Done right, it is one of the most powerful tax and estate planning tools you have.. In this episode, John Smallwood is joined by Jacqueline M. Bartley J.D., vice president of gift planning at Hackensack Meridian Health Foundation and one of the...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners are losing profit from problems they never see coming, not the economy, not competitors, but their own operations. In this episode, John Smallwood sits down with John DeCausmaker, founder of Little John’s Lawns and Call Boss who scaled from one used pickup truck to 3,100...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What can 60 days alone in Antarctica teach you about success, discipline, and the courage to become your full self? In this episode of The Money Isn’t Podcast, John Smallwood sits down with Akshay Nanavati, the Marine veteran who dragged a 420-pound sled 500 miles across the Antarctic ice, an...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Thousands of veterans are working hard while ignoring the benefits that could change their financial future overnight. VA attorney and disabled veteran Todd Wesche helps service members secure the VA disability compensation they earned. Veterans who think “I can still work, so I am not disabl...

Many entrepreneurs don’t hit a ceiling because of their business but because of their mindset. William Lam is the founder of UPGRD, a performance company that helps entrepreneurs, investors, and wealth advisors reprogram the mindset patterns holding back their success. His work with top industry leaders has revealed that most “plateaus” aren’t business problems, they’re mental ones. Through cuttin...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners mistake movement for progress and it’s costing them real profit. In this episode of Money Isn’t, John Smallwood sits down with Mike Arce, founder of Loud Rumor and host of the GSD Show, to unpack how the most efficient leaders triple results with one-third the effort. Mik...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Adam Williams is the Co-Founder and CEO of Elevest Capital, a private equity firm specializing in the acquisition and capital raising of multifamily real estate assets. With over 20 years of experience, from tax foreclosures to large-scale apartment syndications, Adam brings insight into how...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! In this episode of Money Isn’t, John Smallwood sits down with Braven Grant, founder of GAINS, a natural supplement company revolutionizing creatine and holistic performance products. Braven shares his journey from small-town beginnings and early business failures to scaling GAINS into a multi...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Estate planning isn’t just about wills and trusts, it’s about designing a strategy that protects wealth, reduces taxes, and preserves family legacy. In this episode of Money Isn’t, John Smallwood sits down with Michael Canarick, an estate planning attorney with deep expertise in taxation and...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Profit isn’t an outcome, it’s a choice. In this episode, John Smallwood sits down with Michele Williams, owner of Scarlet Thread Consulting and Metrique Solutions, and host of the Profit Is a Choice podcast. Michele is a trusted business coach and financial strategist who helps entrepreneurs...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Inflation, interest rates, and taxes are the trifecta that quietly shape your financial future. In this episode of Money Isn’t, John Smallwood explains how business owners and entrepreneurs can address these risks with holistic planning. Discover how small adjustments today can protect your c...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What can a family-owned fashion business teach us about building wealth, creating legacy, and navigating generational success? In this episode of Money Isn’t, John Smallwood sits down with Johnell Garmany, owner of Garmany in Red Bank, NJ, a 40,000 sq ft luxury fashion landmark. They explore...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! The new “Big Beautiful Bill” is packed with tax breaks that could save business owners thousands, but only if you know how to use them. In this episode of Money Isn’t, John Smallwood unpacks the “Big Beautiful Bill” from expanded SALT deductions and bonus depreciation to the new QSBS exemptio...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners are paying far more in taxes than they should, and the problem is only getting bigger with the 2025 tax sunset approaching. In this episode, John Smallwood reveals the critical mistakes entrepreneurs make when it comes to deductions, from missing out on the pass-through e...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What if your passion could become the foundation for wealth, leadership, and lasting impact? John Smallwood welcomes Peter Terilli, a healthcare professional turned consultant and rugby executive whose leadership spans Monmouth Rugby, Elysium Rugby, and Jersey Shore Youth Rugby. With roots in...

Sometimes the fastest way to grow your company’s profit isn’t by chasing new clients or squeezing margins, it’s by making internal moves that immediately increase profitability and long-term valuation. In this episode John Smallwood covers strategies for maximizing business profit through intelligent profit and loss management. From strategic pricing adjustments and boosting purchase frequency to...

Most business owners struggle with retention, and labor shortages, what if the most dependable hires in America were hiding in plain sight? In this episode of Money Isn’t, John Smallwood is joined by retired Army Colonel and workforce strategist Bernie Hyland. Bernie has helped major brands like Audi and Mercedes-Benz solve workforce gaps by tapping into one of the most underutilized resources in...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! You wouldn’t let someone else choose your career, your home, or who you marry, so why let someone else shape your financial future? In this episode, John Smallwood breaks down why creating a personal wealth plan is the most important step in protecting your future, no matter how much money yo...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Market Fluctuations don’t disappear with time, they compound, and a single market crash can destroy decades of growth. In this episode of Money Isn’t, John L. Smallwood breaks down one of the most misunderstood risks in retirement: one-year volatility. He reveals why market dips late in your...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule call today! Most retirees don’t realize they could be walking into a tax trap. In this episode of Money Isn’t, John L. Smallwood breaks down how Social Security benefits are taxed, why deferring income can backfire, and the strategic moves high-net-worth individuals can make today to avoid unnecessary taxe...

To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule call today! Most high earners don’t realize they’re underinsured, until it’s too late. In this episode of Money Isn’t, John Smallwood sits down with Aaron Levine, CEO of LG Insurance Agency, to expose the hidden risk undermining high-net-worth portfolios: underinsurance. With a deep background in helping a...

Is your portfolio underperforming, even when the market’s up? In this episode of the Money Isn’t podcast, John Smallwood reveals how the velocity of money, market concentration risk, and sequence-of-returns danger are silently undermining even “smart” investment strategies. With over 35 years in financial planning, Smallwood explains why stagnant capital leads to higher taxes, greater exposure, an...