49 episodes

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

    • Business
    • 4.0 • 4 Ratings

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.

    The Foundation of a Financial Plan

    The Foundation of a Financial Plan

    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 […]

    • 20 min
    A Conversation About Market Volatility

    A Conversation About Market Volatility

    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 […]

    • 22 min
    As January Goes, So Goes the Year: The Return of Market Volatility

    As January Goes, So Goes the Year: The Return of Market Volatility

    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 […]

    • 30 min
    The Wealth Curve Conversation

    The Wealth Curve Conversation

    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.

    • 31 min
    Looking Back in Order to Get Ahead

    Looking Back in Order to Get Ahead

    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 […]

    • 25 min
    The Swiss Army Knife Strategy for Inflation

    The Swiss Army Knife Strategy for Inflation

    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 […]

    • 26 min

Customer Reviews

4.0 out of 5
4 Ratings

4 Ratings

hitmewithyourbestshot ,

Real information

John has topics & guests that give real insight on things I’ve never considered financially. Found some really helpful info for our small business on one particular episode.

Top Podcasts In Business

NPR
Ramsey Network
iHeartPodcasts
Jocko DEFCOR Network
Guy Raz | Wondery
Andy Frisella #100to0