Money Isn't

Ready to unlock the secrets of a maximum wealth plan? Discover how aligning your mindset with strategic financial goals can open doors to unparalleled opportunities and long-term security. Join John L. Smallwood on this week's episode of Money Isn't as he reveals the blueprint for achieving financial success through a maximum wealth plan. Learn how to maximize your savings rates, understan...

Join us on Money Isn't as we dive into the thrilling world of crypto trading with expert trader Matthew Mery. In this episode, Matthew shares his rollercoaster journey from a finance student to a full-time crypto trader, recounting the highs and lows of leverage trading. Discover how emotions impact trading decisions, the latest trends in the evolving crypto market, and effective strategies fo...

Licensed advisors from Smallwood Wealth Management discuss the importance of protecting your ability to work. They go over the statistics of disabilities in the workforce, and the significance of having disability insurance coverage for financial plans. Chapters: (00:00) - Introduction (01:05) - Your Most Important Asset (05:55) - Live Wealth Curve Visualization (11:40) - Smallwood Wealth Example...

Licensed advisors from Smallwood Wealth Management discuss the top financial mistake made in your 20's. This includes the impact of sports betting on finances, investment psychology, maximizing corporate benefits, insurance coverage, life insurance benefits, and financial advice for wealth accumulation. Chapters: (00:00) Introduction (05:56) The Impact of Gambling and Sports Betting on Persona...

Imagine crafting a legacy that ensures a thriving future for your grandkids... Explore how strategic planning, investing and understanding financial dynamics can pave the way for a prosperous future. Learn essential strategies for building resilience against market uncertainties and ensuring financial stability for generations to come. Chapters: (00:00) - Introduction (02:35) - Navigating Financia...

This two part conversation on the Luminary Talks podcast is a deep dive into overcoming financial complexities for long-term gains, emphasizing the importance of laying a foundation for a legacy of wisdom and prosperity. It's your pathway to understanding wealth management's nuances, designed for anyone aspiring to secure a prosperous future. Tune in for invaluable insights on financial in...

Get ready for an insightful episode where John Smallwood joins Robb Thompson on "Luminary Talks." This discussion cuts through the financial jargon to offer clear, actionable advice on aligning financial goals with personal aspirations and optimizing lifestyle choices for future prosperity. It's an invaluable guide for anyone looking to enhance their financial well-being and secure a...

Ever wondered how the ultra-wealthy use tax laws to their advantage? Dive into the strategies Multi-Millionaires use to grow and preserve their wealth across generations. In this episode, John Smallwood explores the critical role of tax planning in business growth, entity selection, and wealth preservation. Discover how choosing the correct business entity can significantly impact your financial o...

Unlock the secrets of financial planning and why it's essential for your long-term stability and growth. In this episode, we dive into the essentials of financial planning and wealth management. Explore how money has evolved from commodities to real estate, Bitcoin, and stocks. Learn to navigate economic disruptions through innovative adaptations like medical assistance and fishing. Gain insig...

John L. Smallwood discusses Medicare and navigating the complexities of plans and expenses and how to get the most out of your benefits with guest, Will O'Hara, Managing Partner at NJ Life and Health Insurance Group.

As fear and uncertainty creep back into the market, John believes the best way to address it is with a solid financial plan. This week, he breaks down how to build a strong foundation for that plan and how to adapt as life and the market changes. Want to start building that foundation? Get your Wealth Curve blueprint now at www.smallwoodwealth.com .

It’s time for a conversation about market volatility. With the major Wall Street indices in correction territory after the Russian invasion of Ukraine, it’s natural to be concerned. But on this week’s episode, John discusses the volatility concept, stock market history, and why it’s important to have the strategies & confidence to weather the storm as an investor. Want more resources? Download...

When it comes to investing, volatility is party of the game. But should you pay attention to the so-called January Barometer and other market “predictors?” John breaks down the stats on this week’s podcast, and explains how to approach investing for the long haul. Find out how market volatility affects your Wealth Curve. Get your Wealth Curve Scorecard now at www.smallwoodwealth.com .

When it comes to financial planning, rate of return is not everything. This week, John discusses the Wealth Curve conversation and why it’s important to discuss your family dynamics and life changes as part of the process with your financial advisor. Start the Wealth Curve conversation anytime at www.smallwoodwealth.com .

It’s not too late to get started on some financial goals for the new year, but first, you might want to take a look back at 2021. This week, John suggests some ways to evaluate the year you had and how that can help you plan to hit your lifestyle goals in the future. Want a detailed assessment of where you stand? Get your Wealth Curve Scorecard now at www.smallwoodwealth.com .

At a time of high inflation, low interest rates, and a market near record highs, you have to be ready to adapt to the increasing pressure. This week, John discusses how to adopt the Swiss Army Knife strategy for inflation to give yourself the tools to help release the pressure on your portfolio. Want to know how inflation’s affecting your Wealth Curve? Get your Wealth Curve Scorecard now at www.sm...

Have you heard that it’s best to wait until 70 to claim Social Security benefits? This week’s podcast may change your thinking. John lays out a hypothetical scenario with a 65-year-old couple to show you how this decision can have a big impact on how you maximize your wealth through retirement. Find out how Social Security affects your Wealth Curve. Get your Wealth Curve scorecard now at www.small...

OK, we don’t want anyone to feel stupid…but this week’s episode is for those of you who might be thinking about waiting until age 70 to take your Social Security benefits. John challenges the typical advice, and discusses the reasons you might want to take it early! How would that affect your retirement income? Find out by getting your own Wealth Curve Scorecard now at www.smallwoodwealth.com .

This week’s podcast is for all ages. Whether you’re in your 20s, 40s or 60s, you probably want to find out how you can reach your maximum potential with your wealth. John walks you through actionable steps this week to help you get to your goals. Listen now & check out our free Wealth Curve Mindset Maximizer download now at www.smallwoodwealth.com .

It looks like politicians in Washington, D.C. may have to settle for less than what they were hoping for in some of the latest tax proposals, which may give those of us who’ve saved for retirement more opportunities to do some forward tax planning. Listen this week as John L. Smallwood revisits the different sources of retirement income – including pensions, 401(k)s, Roths, capital gains, annuitie...

The House has just passed a new massive infrastructure bill after months of negotiations. While it could mean that the annoying potholes on your daily commute might finally get fixed, it may also affect your wealth. Listen this week as John discusses the industries that might benefit from this spending package, and who’s going to pay for it. Be sure to check out our other retirement resources at w...

You’ve saved and saved for years just to get to retirement and feel like you’ve reached the top of the mountain. Now, how are you going to find your way down? Join Smallwood Wealth’s Ed Bao this week as he discusses the importance of finding the right guide in retirement. Be sure to check out his new podcast, “Jumping the Wealth Curve,” coming soon to your favorite podcast provider!

With inflation running at nearly 6% and tax changes coming soon, you might be wondering how these issues could affect your retirement income. This week, John dives into the numbers and discusses the strategies to consider to help control your tax bracket in retirement. Find out how taxes & inflation could affect your Wealth Curve by connecting with us at www.smallwoodwealth.com .

In part two of John’s special series on taxes, he highlights the major tax changes that Congress is debating in the final few months of 2021. Who could move up to a higher tax bracket? What about changes in tax deductions for small businesses? How could your heirs be affected? Find out how these tax proposals could impact your retirement by signing up for your own Wealth Curve Scorecard now at www...

As Washington debates some major tax changes, it’s more important than ever to understand the rules available to you as a retirement saver, retiree or small business owner. This week, John starts a special series on taxes with information on current tax rates and the tax breaks you might still be able to take advantage of in 2021. Need a second opinion on your retirement tax strategy? Connect with...