Smallwood Wealth Management

Does your QBI come with salted BAIT? In this episode, John introduces to listeners about taxes, taxes, taxes, and the reduction of taxes. The reduction of taxes is the most important part of any wealth plan. You have to pay the least amount of taxes through these three phases. You need to pay the least […] The post DOES YOUR QBI COME WITH SALTED BAIT? appeared first on Smallwood Wealth Management.

In this episode John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. He also explains how simulating the outcome of negativity is a key to good financial planning. The post INFLATION IS HERE, ALWAYS HAS BEEN, AND ALWAYS WILL BE. HOW WILL IT IMPACT YOU? appeared first on Smallwood Wealth Management.

In this episode John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. He also explains how simulating the outcome of negativity is a key to good financial planning. The post THE 7 BIGGEST TAX INCREASES PROPOSED BY THE BIDEN ADMINISTRATION appeared first on Smallwood Wealth Management.

In this episode John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. He also explains how simulating the outcome of negativity is a key to good financial planning. The post PROTECT YOUR #1 ASSET – THERE IS NO TIME TO WASTE WHEN IT COMES TO DISABILITY INSURANCE appeared first on Smallwood Wealth Management.

In this episode John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. He also explains how simulating the outcome of negativity is a key to good financial planning. The post INTRODUCTION TO DISABILITY INSURANCE AWARENESS MONTH appeared first on Smallwood Wealth Management.

In this episode, John and Barry Dyke discuss crony capitalism and the secret that the big banks know but won’t tell you. The post THE PIRATES OF MANHATTAN OWN THIS AS A FOUNDATION, DO YOU? appeared first on Smallwood Wealth Management.

In this episode John discusses strategies for those experiencing financial stress due to COVID-19. The post FIGHTING COVID: THIS IS WHAT YOU CAN DO TO LOWER FINANCIAL STRESS appeared first on Smallwood Wealth Management.

In this episode John talks to host Joe Robert about the benefits of a charitable remainder trust. The post HOW TO KEEP MORE OF YOUR WEALTH WITH A CHARITABLE REMAINDER TRUST appeared first on Smallwood Wealth Management.

In this episode John and his guest Rob Lowe discuss the role a reverse mortgage has during retirement. The post THIS HOW TO PLAN SO YOU GET THE BEST REVERSE MORTGAGE appeared first on Smallwood Wealth Management.

In this episode John and Ed from Smallwood Wealth Management discuss market volatility impacted by politics and the potential impact on your wealth. The post HOW ELECTIONS CAN IMPACT MARKET VOLATILITY & YOUR WEALTH appeared first on Smallwood Wealth Management.

In this Biden 401k-related episode John and Josh explain how a Biden tax plan can impact your 401k and wealth. The post WHAT BIDEN’S 401(K) TAX PLAN COULD MEAN FOR YOU appeared first on Smallwood Wealth Management.

In this episode of Retirement Tips Radio, Lee Kantor and John discuss what you can do to boost your retirement income The post RETIREMENT TIPS WITH LEE KANTOR appeared first on Smallwood Wealth Management.

In this episode, John and Ed discuss with special guest Dan Mihlon... The post WHY REVIEWING YOUR MEDICARE SUPPLEMENT ANNUALLY IS KEY appeared first on Smallwood Wealth Management.

In this episode, John and Ed discuss with special guests Jeffrey Clark the impact of pandemic, civil unrest, and loss of pensions on building wealth The post “SAFE” WITHDRAWAL RATES: HOW YOU CAN GET A PAYCHECK FOR LIFE appeared first on Smallwood Wealth Management.

In this episode, John goes over the reasons for having a charitable remainder trust. The post CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT appeared first on Smallwood Wealth Management.

In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use principle pay downs to boost your retirement income. The post HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN appeared first on Smallwood Wealth Management.

John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use IRA income along with other income sources in retirement. The post THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN appeared first on Smallwood Wealth Management.

John continues his series on the 19 Sources of Retirement Income, explaining how to create a tax-advantaged income stream from your Roth IRA in retirement. The post THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER appeared first on Smallwood Wealth Management.

John and his partner Edward Bao, CFP, AIF®️ discuss the 9 areas that exert pressure on our wealth. The post HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3 appeared first on Smallwood Wealth Management.

In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how using an annuity can help take the pressure off your other income sources in retirement. The post THE ASTONISHING BENEFITS OF AN ANNUITY CONTRACT appeared first on Smallwood Wealth Management.