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Experts in Financial Planning. Smallwood Wealth Management

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Location:

United States

Language:

English


Episodes

SHOULD YOU COLLECT SOCIAL SECURITY?

11/21/2018
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Social Security: Should You Collect It? 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 gives insights on how to apply social security benefits when creating a retirement plan. He […] The post SHOULD YOU COLLECT SOCIAL SECURITY? appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:31:58

GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN P2

11/15/2018
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Market Volatility, Healthcare Costs, & Long-term Costs In this episode, John continues his deep examination of the variables that are essential to your retirement plan, and urges you to re-examine your plan now and on an annual basis. Today he focuses on market volatility, which is a factor in your withdrawal rate (covered in Part […] The post GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN P2 appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:32:59

GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN

11/6/2018
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Your Retirement Plan In this episode, John goes in-depth on three of the seven variables that are vital to consider when designing a retirement plan. If you change just one of these variables, you will affect the outcome of your plan, and if you change two or three, it’s not even the same plan. John […] The post GAME-CHANGING VARIABLES IN YOUR RETIREMENT PLAN appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:26:26

HOW MUCH MONEY DO YOU NEED FOR RETIREMENT?

10/25/2018
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Funding Your Retirement In this episode, John discusses safe rates of withdrawal from your portfolio and emphasizes the importance of diversifying your sources of retirement income. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning. He has received the Five StarSM Wealth Manager Award for […] The post HOW MUCH MONEY DO YOU NEED FOR RETIREMENT? appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:33:16

FINANCIAL PLANNING: SEEING THE FOREST FOR THE TREES

10/18/2018
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Long View In this episode, John emphasizes the necessity of taking the long view in your financial plan. While most financial decisions are made in isolation (one tree), they will have ripple effects throughout your entire plan (the forest). It’s best to make decisions with the broad and long view in mind. John is the […] The post FINANCIAL PLANNING: SEEING THE FOREST FOR THE TREES appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:32:34

RETIREMENT: EXPECT THE UNEXPECTED

10/10/2018
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Retirement 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 gets you to think about your wealth management plan from the point of view of retirement. He wants to make […] The post RETIREMENT: EXPECT THE UNEXPECTED appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:28:42

PUSH BACK AT YOUR FINANCIAL PRESSURES

10/1/2018
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Financial Pressure In this financial planning episode, John exposes the three main areas directing pressure on your wealth, and sketches out some strategies for pushing back. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning. He has received the Five StarSM Wealth Manager Award for […] The post PUSH BACK AT YOUR FINANCIAL PRESSURES appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:36:58

RETHINKING RISK

9/18/2018
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Risk In this financial planning episode, John addresses the idea of risk. For most people risk connotes simply loss of investments. John expands the conversation to encompass risks that come from all different directions. He wants you to be able to identify and address each one in your financial plan. John is the author of […] The post RETHINKING RISK appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:20:34

WHAT IS SAVINGS EXACTLY?

9/5/2018
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Savings In this savings episode, John explains the many ways to save, and the proper amounts to save based on your income. He emphasizes its place as the foundation for your financial plan. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning. He has received […] The post WHAT IS SAVINGS EXACTLY? appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:23:00

THE IRS IS COMING AFTER CRACK AND PACK

8/26/2018
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Crack and Pack In this episode, John fills us in on the most recent updates from the IRS on the technique referred to as “crack and pack.” The IRS has vowed to come after it! John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and […] The post THE IRS IS COMING AFTER CRACK AND PACK appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:06:31

7 FACTORS THAT DESTROY WEALTH

8/20/2018
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Wealth Management In this episode, John discusses the seven factors that destroy wealth. In wealth management, “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. John is the author of 5 Ways Your Wealth is Under Attack. […] The post 7 FACTORS THAT DESTROY WEALTH appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:35:55

MY INTRO AND WHY DAVE GROHL INSPIRES ME

7/26/2018
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My Intro And Why Dave Grohl Inspires Me This is a very special episode in which we get to know John both as a financial services professional and a person. John is the author of the 2018 Business Owner’s Guide. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Award […] The post MY INTRO AND WHY DAVE GROHL INSPIRES ME appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:32:02

END OF THE BULL YEARS: ARE YOU PREPARED?

6/5/2018
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Bull Market In this episode, John Smallwood of Smallwood Wealth Management 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 of it, and protect your sources of retirement […] The post END OF THE BULL YEARS: ARE YOU PREPARED? appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:07:33

7 GOALS FOR YOUR FINANCIAL PLAN

5/31/2018
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Your Financial Plan 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. John is the author of the 2018 Business Owner’s Guide. He has lectured extensively on financial planning and has received the Five […] The post 7 GOALS FOR YOUR FINANCIAL PLAN appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:05:03

PENSION CRISIS: THE FUTURE OF YOUR RETIREMENT

5/23/2018
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Pension Crisis In this episode, John Smallwood of Smallwood Wealth Management revisits the sources of retirement income and highlights the trouble many pension funds are currently in. He emphasizes that in this uncertain atmosphere, it’s vital to ensure your retirement plan has protection, backups, and redundancies you can access when markets are not positive. John […] The post PENSION CRISIS: THE FUTURE OF YOUR RETIREMENT appeared first on Experts in Financial Planning. Smallwood Wealth...

Duration:00:10:00

IN CRISIS: AMERICA’S RETIREMENT INCOME

5/16/2018
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In Crisis: America’s Retirement Income In this episode, John Smallwood of Smallwood Wealth Management discusses the sources of retirement income and reviews both the negative and positive pressures on your wealth. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five […] The post IN CRISIS: AMERICA’S RETIREMENT INCOME appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:05:58

WHAT IS LIFE INSURANCE?

5/3/2018
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Life Insurance In this episode, John Smallwood of Smallwood Wealth Management answers the question, “What Is Life Insurance?” and gets you to start thinking about it as an important piece of your wealth plan. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has […] The post WHAT IS LIFE INSURANCE? appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:41:19

WITHDRAWAL RATES: BLACKROCK 2016

4/18/2018
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Withdrawal Rates In this episode, John Smallwood of Smallwood Wealth Management discusses withdrawal rates and retirement, and the probability of your money lasting through retirement. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Award for 2011, […] The post WITHDRAWAL RATES: BLACKROCK 2016 appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:08:15

MOTOCROSS AND YOUR FINANCIAL PLAN

4/9/2018
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Motocross and Financial Planning In this episode, John Smallwood interviews Ed Bao to discuss Motocross and how it compares to financial planning. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Award for 2011, 2012, 2013, 2014, […] The post MOTOCROSS AND YOUR FINANCIAL PLAN appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:48:09

VOLATILITY ADJUSTED RETURNS

3/23/2018
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Volatility Adjusted Returns In this episode, John Smallwood of Smallwood Wealth Management discusses the impact of taxation on the compounding of wealth, and volatility adjusted returns. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial planning and has received the Five StarSM Wealth Manager Award for […] The post VOLATILITY ADJUSTED RETURNS appeared first on Experts in Financial Planning. Smallwood Wealth Management.

Duration:00:06:51