John L. Smallwood

Money Isn't

Business EN ↓ 190 episodes

John L. Smallwood, Certified Financial Planner™ and President of Smallwood Wealth Management, is a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at Berkeley and John Hopkins University to name a few. In this show, he reveals wealth management strategies from financial planning, business ownership, estate planning, insurance, and many more - bringing to light insights that listeners can use to gain financial confidence and clarity.

Author

John L. Smallwood

Episodes

Wealth Curve Talk #15 - 7 Factors That Destroy Wealth 20.08.2018 35:55

In this episode, John discusses the seven factors that destroy wealth. “Destroy” is a strong word, but you’ll come to understand why it’s appropriate after you understand the extent to which these factors erode your wealth over time. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversati...

Wealth Curve Talk #14 - Why Dave Grohl Inspires Me 26.07.2018 32:05

This is a very special episode in which we get to know John both as a financial service professional and a person. We'll learn why John admires Dave Grohl, former drummer of Nirvana and founder of the Foo Fighters, John’s most important measure of success, his #1 product recommendations and more. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APP...

Wealth Curve Talk #13 - End Of the Bull Years: Are You Prepared? 05.06.2018 7:33

In this episode, John takes a look at the history of the markets in the US to illustrate the possibility that a down market is coming very soon. He stresses that you need to both be ready to take advantage. You also need to protect your sources of retirement income from down market pressures. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINT...

Wealth Curve Talk #12 - 7 Goals for Your Financial Plan 31.05.2018 5:03

In this episode, John Smallwood of Smallwood Wealth Management discusses seven goals for your financial plan that you can use as a check on any new strategy you want to implement. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under A...

Wealth Curve Talk #11 - Pension Crisis: The Future Of Your Retirement 23.05.2018 10:00

In this episode, John Smallwood discusses the emerging crisis with America's pension plans. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwood-w...

Wealth Curve Talk #10 - In Crisis: America's Retirement Income 16.05.2018 5:58

In this episode, John Smallwood discusses the emerging crisis with America's retirement income. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwo...

Wealth Curve Talk #9 - What is Life Insurance? 03.05.2018 7:51

In this episode, John Smallwood answers the question, "What is life insurance?"TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwood-webinars/CONNE...

Wealth Curve Talk #8 - Withdrawal Rates: BlackRock 2016 18.04.2018 7:28

In this episode, John Smallwood discusses withdrawal rates using the BlackRock Withdrawal Rate Chart 2016.TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.c...

Wealth Curve Talk #7 - Motocross And Your Financial Plan 09.04.2018 46:04

In this episode, John Smallwood interviews Ed Bao to discuss Motocross and how it compares to financial planning. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwood...

Wealth Curve Talk #6 - Volatility Adjusted Returns with Taxation 23.03.2018 7:10

In this episode, John Smallwood explores Volatility Adjusted Returns with Taxation. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwood-webinars/...

Wealth Curve Talk #5 - The "Miracle" of Compound Taxation 13.03.2018 10:29

In this episode, John Smallwood explores the "miracle" of compound taxation. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attackhttp://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwood-webinars/CONNECT...

Wealth Curve Talk #4 - Asset Class Investing: SWIM BlackRock 23.02.2018 7:10

In this episode, John Smallwood explores Asset Class Investing. TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-minute no-obligation introduction. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversationREQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attack http://5waysfreebook.comJOIN OUR NEXT WEBINARhttp://smallwoodwealth.com/smallwood-webinars/CONNECT WITH USFace...

Wealth Curve Talk #3 - 2018 Estate Tax Rule Changes 27.01.2018 11:41

Welcome to the Wealth Curve Talk podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it. In this episode, John Smallwood explores the 2018 estate tax rule changes. To learn more visit http://www.smallwoodwealth.com (http://www.smallwoodwealth.com)TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-m...

Wealth Curve Talk #2: 5 Rules of Financial Institutions 17.01.2018 5:48

Welcome to the Wealth Curve Talk podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it. In this episode, John Smallwood explores 5 rules of financial institutions. To learn more visit http://www.smallwoodwealth.com (http://www.smallwoodwealth.com)TALK TO A FINANCIAL ADVISORCall (800) 797-1000 for a 30-...

Wealth Curve Talk #1: 4 Things To Potentially Do in 2017 to Maximize Your Deductions and Reduce Your Taxes 27.12.2017 21:15

The GOP released its final version of the 2017 Tax Cuts and Job Act on Friday, December 15th. I know that everyone has questions and concerns, so I’m sending you some quick information here. BOOK AN APPOINTMENThttps://go.oncehub.com/ScheduleYourWealthCurveConversation (https://go.oncehub.com/ScheduleYourWealthCurveConversation)REQUEST A FREE COPY of 5 Ways Your Wealth Is Under Attack http://5waysf...