Wealth Curve Talk With John L. Smallwood

Informações:

Sinopsis

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.

Episodios

  • COVID-19 WEBINAR: THE SECOND STIMULUS PACKAGE

    15/05/2020 Duración: 01h06min

    John and his partner Edward Bao, CFP®️, AIF®️ discuss the second stimulus bill and the fundamentals of financial planning that will help us withstand current economic pressures. The post COVID-19 WEBINAR: THE SECOND STIMULUS PACKAGE appeared first on Smallwood Wealth Management.

  • How to Navigate Financial Pressures: This is Your Strategy Guide

    03/05/2020 Duración: 22min

    In this episode, John reviews his Wealth Curve Pressure Identifier, a resource that walks you through 9 areas that are key to understanding the pressures on your wealth, now and in the future. The post How to Navigate Financial Pressures: This is Your Strategy Guide appeared first on Smallwood Wealth Management.

  • Reverse Mortgage Explained: This is How it Can Work for You

    29/04/2020 Duración: 16min

    The 19 Sources of Retirement Income: The Reverse Mortgage Explained Welcome to the Wealth under Pressure Podcast. 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 continues his series on the 19 Sources of Retirement Income, discussing the power […] The post Reverse Mortgage Explained: This is How it Can Work for You appeared first on Smallwood Wealth Management.

  • How to Boost Your Real Estate Rental Income

    22/04/2020 Duración: 11min

    The 19 Sources of Retirement Income: Real Estate Rental Income Welcome to the Wealth under Pressure 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 continues his series on the 19 Sources of Retirement Income, discussing […] The post How to Boost Your Real Estate Rental Income appeared first on Smallwood Wealth Management.

  • COVID-19 Webinar: The First Stimulus Bill

    06/04/2020 Duración: 40min

    COVID-19 Webinar: The First Stimulus Bill In this webinar, John and his partner Edward Bao, CFP®, AIF® discuss the three phases of the Federal Government’s stimulus bill. Particularly they discuss how it may impact small business owners.   John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on […] The post COVID-19 Webinar: The First Stimulus Bill appeared first on Smallwood Wealth Management.

  • The Exciting Benefits of Royalty Payments in Retirement

    05/03/2020 Duración: 08min

    The 19 Sources of Retirement Income: Royalty Income Welcome to the Wealth under Pressure 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 continues his series on the 19 Sources of Retirement Income, discussing the part […] The post The Exciting Benefits of Royalty Payments in Retirement appeared first on Smallwood Wealth Management.

  • Business Income: Is This The Best Thing In Your Retirement Plan?

    27/02/2020 Duración: 14min

    The 19 Sources of Retirement Income: Business Income Welcome to the Wealth under Pressure 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 continues his series on the 19 Sources of Retirement Income, discussing the benefits […] The post Business Income: Is This The Best Thing In Your Retirement Plan? appeared first on Smallwood Wealth Management.

  • This is Why You Need to Have Capital Gains Income

    20/02/2020 Duración: 19min

    The 19 Sources of Retirement Income: Capital Gain Income Welcome to the Wealth under Pressure 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 continues his series on the 19 Sources of Retirement Income, focusing on […] The post This is Why You Need to Have Capital Gains Income appeared first on Smallwood Wealth Management.

  • Whole Life Insurance Dividends: How To Get Tax Free Income

    13/02/2020 Duración: 25min

    The 19 Sources of Retirement Income: Whole Life Insurance Dividends Welcome to the Wealth under Pressure 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 continues his series the 19 Sources of Retirement Income, focusing on […] The post Whole Life Insurance Dividends: How To Get Tax Free Income appeared first on Smallwood Wealth Management.

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