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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.

Wealth Curve Talk with John L. Smallwood Wealth Curve Talk with John L. Smallwood

    • Investering

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.

    How to Make the Most of Ordinary Dividends

    How to Make the Most of Ordinary Dividends

    The 19 Sources of Retirement Income: Ordinary 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. He explains ordinary dividends, […]

    • 13 min
    Interest: This Is How To Access One Of The Seven Wonders Of The World

    Interest: This Is How To Access One Of The Seven Wonders Of The World

    The 19 Sources of Retirement Income: Interest 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 returns to his series The 19 Sources of Retirement Income to highlight interest […]

    • 20 min
    Secure Act: This is How to Make the Most of the Minimum Distribution (CoSchedule 86)

    Secure Act: This is How to Make the Most of the Minimum Distribution (CoSchedule 86)

    The SECURE Act and Its Impact on Your Retirement In this episode, John discusses the SECURE (Setting Every Community Up for Retirement Enhancement) Act — signed into law on December 19, 2019 — and how it will affect minimum distribution and the items in your retirement portfolio. John is the author of 5 Ways Your […]

    • 14 min
    If You Want To Be Rich, Stop Messing Up Your Junk Drawer (Do This Instead)

    If You Want To Be Rich, Stop Messing Up Your Junk Drawer (Do This Instead)

    What’s in Your Junk Drawer? 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 discusses the state of your financial plan. Is it like your junk drawer, with a little […]

    • 19 min
    This is How to Maximize on Your Pension For Retirement

    This is How to Maximize on Your Pension For Retirement

    The 19 Sources of Retirement Income: Pensions In this pension for retirement episode, John discusses pensions, the payout options that are available for you and your spouse, and some considerations when deciding how to choose among them. John is the author of 5 Ways Your Wealth is Under Attack. He has lectured extensively on financial […]

    • 20 min
    Retirement Benefits This Is What You Need To Know About Social Security

    Retirement Benefits This Is What You Need To Know About Social Security

    Retirement Benefits This Is What You Need To Know About Social Security In this episode, John discusses Social Security as one of the key sources of retirement benefits and income. He reviews the current state of the system, and what that means for you as your plan for your retirement. John is the author of […]

    • 17 min

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