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Wealth Under Pressure

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Episodes

Episode 21 – How to Protect Your Most Important Asset: Part 4

9/12/2018
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The purpose of having life insurance in your financial plan is not only to protect your most valuable asset, which is your ability to go to work every day, but can also be a tool that can help increase your retirement income. However, most people forget about that second part. In part four of his … Continue reading Episode 21 – How to Protect Your Most Important Asset: Part 4 →

Duration:00:34:17

Episode 20 – How to Protect Your Most Important Asset: Part 3

8/30/2018
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In part 3 of John Smallwood’s series on protecting your most important asset, yourself, he continues to explore the role that life insurance plays all throughout our lives. Today’s episode is dedicated to whole life insurance. In an effort to cut through the misinformation surrounding this insurance type, John offers a thorough look at its … Continue reading Episode 20 – How to Protect Your Most Important Asset: Part 3 →

Duration:00:34:57

Episode 19 – How to Protect Your Most Important Asset: Part 2

8/9/2018
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It’s time for part 2 of John Smallwood’s series about how to protect yourself as your most important asset. In this episode, John dives into the world of life insurance policies, starting with term insurance. With his characteristically forthright and passionate approach, John breaks down the benefits and drawbacks of term insurance to help you understand how the … Continue reading Episode 19 – How to Protect Your Most Important Asset: Part 2 →

Duration:00:36:37

Episode 18 – How to Protect Your Most Important Asset – YOU – Part 1

7/31/2018
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In this episode, John Smallwood explains how you can protect your most important asset, you! Many people don’t actually see themselves as an asset when it comes to financial planning. But John is here to turn that around. John shares why it is important to have the right protection for your most important asset, along … Continue reading Episode 18 – How to Protect Your Most Important Asset – YOU – Part 1 →

Duration:00:31:55

Episode 17 – Forget Conventional Wisdom. Here’s a New Way to Think About Social Security

7/19/2018
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John Smallwood tends to challenge closely held truths about financial planning, and this episode is no different. Listen in as John questions conventional wisdom about Social Security. He clears up confusion about what age people can start collecting their full benefit, and he also explains the advantages of waiting longer. Of course, John uses plenty … Continue reading Episode 17 – Forget Conventional Wisdom. Here’s a New Way to Think About Social Security →

Duration:00:32:20

Episode 16 – Part 2: Retirement Isn’t What It Used to Be

7/3/2018
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Today, Matt Halloran and John Smallwood continue with part two of the Retirement Isn’t What It Used to Be series. John discusses your chess pieces: What do you have? A pension? A 401(k) plan? What will your next move be with those assets? These are important questions to consider, and John is here to guide … Continue reading Episode 16 – Part 2: Retirement Isn’t What It Used to Be →

Duration:00:33:30

Episode 15 – Part 1: Retirement Isn’t What It Used to Be

6/29/2018
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Today, Matt Halloran and John Smallwood introduce part one of a series, Retirement Isn’t What It Used to Be. If you’re 20 or fewer years away from retirement, it’s especially important for you to tune in and find out what’s become of our retirement income sources. It’s no longer a three-legged-stool situation. In this episode, … Continue reading Episode 15 – Part 1: Retirement Isn’t What It Used to Be →

Duration:00:26:47

Episode 14 – How to Plan for Your Retirement Future

5/28/2018
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How much money do you actually have to accumulate in order to retire? Today, Matt Halloran and John Smallwood are helping you look into the future at your retirement. Since many people are unsure of how much money it’ll take to sustain their lifestyle, John makes a point of discussing long-term financial strategies. You’ll also … Continue reading Episode 14 – How to Plan for Your Retirement Future →

Duration:00:33:37

Episode 13 – Taxes, You Pay More Than You Should

5/14/2018
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Taxes, are you paying more than you should? Are taxes creating a greater financial pressure in your life? Well, it might just be your outlook. Today, John Smallwood emphasizes the importance of viewing future tax opportunities rather than being impatient. Opening up opportunities later down the road is much more rewarding. John also shares insight … Continue reading Episode 13 – Taxes, You Pay More Than You Should →

Duration:00:33:09

Episode 12 – Eight Retirement Pressures

5/1/2018
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We all have financial pressures in our lives right now. Taxes, college tuition, car repairs…we are well aware of these pressures that try to drain money from our budgets. But do we know about the financial pressures that will go hand-in-hand with retirement? This episode is all about getting prepared. It’s about getting informed so … Continue reading Episode 12 – Eight Retirement Pressures →

Duration:00:29:07

Episode 11 – The 2018 Small Business Owner Guide to Maximizing Your benefits from the 2017 Tax Cuts

4/19/2018
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Small business owners, how will you be affected by the new tax cuts? Are you feeling some financial pressure, or perhaps wondering if there is a silver lining? We believe that the future for small business tax benefits has never looked brighter. Learn how to make the most of tax-law changes by downloading John Smallwood’s … Continue reading Episode 11 – The 2018 Small Business Owner Guide to Maximizing Your benefits from the 2017 Tax Cuts →

Duration:00:34:30

Episode 10 – 3 Core Financial Pressures Eroding Your Wealth

4/13/2018
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Have you ever used an air mattress that had a leak in it? You probably felt the impact of that leak as you sank lower and lower towards the ground. And yet, wasn’t it impossible to find the source of that leak? We can go through a similar experience with our budgets. Thousands of dollars … Continue reading Episode 10 – 3 Core Financial Pressures Eroding Your Wealth →

Duration:00:50:54

Episode 9 – The 9 Things You Need to Know About the New Tax Law

4/13/2018
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Are you aware of all the changes brought about by the new tax law? In this episode, I dive right in and discuss how individuals and business owners can be affected by these changes. Learn about itemized vs. standard deductions, tax deferral and get the scoop on Qualified Business Income. Learn more as I uncover … Continue reading Episode 9 – The 9 Things You Need to Know About the New Tax Law →

Duration:00:37:21

Episode 8 – Do You Suffer From QBI?

4/13/2018
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If you’re a business owner, you’ll want to learn about the new Qualified Business Income (QBI), introduced by the new tax reform. Who qualifies for QBI? How much can you deduct? Is this new deduction small-business friendly after all? These are just a few of the questions that John tackles in this episode brought to … Continue reading Episode 8 – Do You Suffer From QBI? →

Duration:00:37:26

Episode 7 – Tax, Tax, Tax . . . It’s All We Ever Talk About

4/13/2018
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Taxes drives a lot of us crazy because we don’t understand how it works. But our financial plans may suffer if we don’t consider taxes in our planning process. In this podcast, we’re going to cover the ins and outs of taxes, including how interest is taxed in a person’s financial strategy– we need to … Continue reading Episode 7 – Tax, Tax, Tax . . . It’s All We Ever Talk About →

Duration:00:33:45

Episode 6 – Start Tax Planning Now

4/13/2018
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It is the start of the year and there is a tax reform underway, so how can we start tax planning for the year? In order to answer that question you need to gauge where you are right now in order to figure out where you go in the future. Regardless of the changes being made … Continue reading Episode 6 – Start Tax Planning Now →

Duration:00:30:48

Episode 5 – I Don’t Want No Stinking Risk

4/13/2018
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The market rises and drops. That’s a type of risk. We might lose our job or become injured at work. Life is full of risks! We can’t hide from them and we can’t always predict them, but we can certainly plan for them. In my latest podcast, I expand the conversation beyond market volatility in … Continue reading Episode 5 – I Don’t Want No Stinking Risk →

Duration:00:20:58

Episode 4 – What Is Savings Exactly?

4/13/2018
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Savings is the key to every financial strategy. It is the fuel that fires the entire financial plan. Without adequate savings, there are many factors that can erode your wealth savings plan. It is important to start saving now and invest in your financial future. There is no miracle financial product that you can put … Continue reading Episode 4 – What Is Savings Exactly? →

Duration:00:23:25

Episode 3 – 7 Factors That Destroy Wealth

4/13/2018
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Every day we are faced with financial pressures, these pressures include 7 factors, which can erode or even destroy your wealth. When these factors are consistently out of balance, they may lead to wealth loss. John Smallwood of Smallwood Associates shares more about these 7 factors and how to ensure balance, to improve your overall … Continue reading Episode 3 – 7 Factors That Destroy Wealth →

Duration:00:36:16

Episode 2 – What Is Wealth Under Pressure?

4/13/2018
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No matter what aspect of financial planning, there are positive pressures and negative pressures. We have positive pressures such as savings rates, lottery winnings, inheritance, positive interest, etc. Then there are things that will try to bring our wealth down such as taxes, transaction costs, inflation, etc. Wealth is under pressure all the time whether … Continue reading Episode 2 – What Is Wealth Under Pressure? →

Duration:00:26:51