Wealth Curve Talk With John L. Smallwood

As fear and uncertainty creep back into the market, John believes the best way to address it is with a solid financial plan. This week, he breaks down how to build a strong foundation for that plan and how to adapt as life and the market changes. Want to start building that foundation? Get your […] The post The Foundation of a Financial Plan appeared first on Smallwood Wealth Management.

It’s time for a conversation about market volatility. With the major Wall Street indices in correction territory after the Russian invasion of Ukraine, it’s natural to be concerned. But on this week’s episode, John discusses the volatility concept, stock market history, and why it’s important to have the strategies & confidence to weather the storm […] The post A Conversation About Market Volatility appeared first on Smallwood Wealth Management.

When it comes to investing, volatility is party of the game. But should you pay attention to the so-called January Barometer and other market “predictors?” John breaks down the stats on this week’s podcast, and explains how to approach investing for the long haul. Find out how market volatility affects your Wealth Curve. Get your […] The post As January Goes, So Goes the Year: The Return of Market Volatility appeared first on Smallwood Wealth Management.

When it comes to financial planning, rate of return is not everything. This week, John discusses the Wealth Curve conversation and why it’s important to discuss your family dynamics and life changes as part of the process with your financial advisor. Start the Wealth Curve conversation anytime at www.SmallwoodWealth.com. The post The Wealth Curve Conversation appeared first on Smallwood Wealth Management.

It’s not too late to get started on some financial goals for the new year, but first, you might want to take a look back at 2021. This week, John suggests some ways to evaluate the year you had and how that can help you plan to hit your lifestyle goals in the future. Want […] The post Looking Back in Order to Get Ahead appeared first on Smallwood Wealth Management.

At a time of high inflation, low interest rates, and a market near record highs, you have to be ready to adapt to the increasing pressure. This week, John discusses how to adopt the Swiss Army Knife strategy for inflation to give yourself the tools to help release the pressure on your portfolio. Want to […] The post The Swiss Army Knife Strategy for Inflation appeared first on Smallwood Wealth Management.

Have you heard that it’s best to wait until 70 to claim Social Security benefits? This week’s podcast may change your thinking. John lays out a hypothetical scenario with a 65-year-old couple to show you how this decision can have a big impact on how you maximize your wealth through retirement. Find out how Social […] The post Social Security Stupidity (Part 2) appeared first on Smallwood Wealth Management.

OK, we don’t want anyone to feel stupid…but this week’s episode is for those of you who might be thinking about waiting until age 70 to take your Social Security benefits. John challenges the typical advice, and discusses the reasons you might want to take it early! How would that affect your retirement income? Find […] The post Social Security Stupidity appeared first on Smallwood Wealth Management.

This week’s podcast is for all ages. Whether you’re in your 20s, 40s or 60s, you probably want to find out how you can reach your maximum potential with your wealth. John walks you through actionable steps this week to help you get to your goals. Listen now & check out our free Wealth Curve […] The post The Wealth Curve Mindset Maximizer appeared first on Smallwood Wealth Management.

It looks like politicians in Washington, D.C. may have to settle for less than what they were hoping for in some of the latest tax proposals, which may give those of us who’ve saved for retirement more opportunities to do some forward tax planning. Listen this week as John L. Smallwood revisits the different sources […] The post 19 Sources of Retirement Income (And How They’re Taxed!) appeared first on Smallwood Wealth Management.

The House has just passed a new massive infrastructure bill after months of negotiations. While it could mean that the annoying potholes on your daily commute might finally get fixed, it may also affect your wealth. Listen this week as John discusses the industries that might benefit from this spending package, and who’s going to […] The post The Infrastucture Bill: What It Means for You appeared first on Smallwood Wealth Management.

You’ve saved and saved for years just to get to retirement and feel like you’ve reached the top of the mountain. Now, how are you going to find your way down? Join Smallwood Wealth’s Ed Bao this week as he discusses the importance of finding the right guide in retirement. Be sure to check out […] The post Jumping the Wealth Curve with Special Guest Host Ed Bao appeared first on Smallwood Wealth Management.

With inflation running at nearly 6% and tax changes coming soon, you might be wondering how these issues could affect your retirement income. This week, John dives into the numbers and discusses the strategies to consider to help control your tax bracket in retirement. Find out how taxes & inflation could affect your Wealth Curve […] The post Taxes & Inflation: The Impact on Your Bottom Line appeared first on Smallwood Wealth Management.

In part two of John’s special series on taxes, he highlights the major tax changes that Congress is debating in the final few months of 2021. Who could move up to a higher tax bracket? What about changes in tax deductions for small businesses? How could your heirs be affected? Find out how these tax […] The post Taxes: The Greatest Destructor of Wealth (Part 2) appeared first on Smallwood Wealth Management.

As Washington debates some major tax changes, it’s more important than ever to understand the rules available to you as a retirement saver, retiree or small business owner. This week, John starts a special series on taxes with information on current tax rates and the tax breaks you might still be able to take advantage […] The post Taxes: The Greatest Destructor of Wealth (Part 1) appeared first on Smallwood Wealth Management.

From food to clothing to gasoline, the cost of just about everything is going up. But is inflation here to stay, or will we see it ease over the coming months? And how do you prepare your portfolio for the price spikes? John L. Smallwood explains on this week’s episode. Set up a time to […] The post Is Your Inflation Transitory? appeared first on Smallwood Wealth Management.

It’s been a tough 18 months for small business owners, so you deserve every tax break you can get! This week, John L. Smallwood talks with AmpliFi Founder & President Brent Allen about the Employee Retention Credit (ERC) and who might qualify. It’s a must listen episode for anyone who held onto employees during the […] The post ERC: The Business Tax Credit No One’s Talking About appeared first on 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.