50 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

    • Investing
    • 3.7, 3 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.

    BUILDING WEALTH AND HOW TO KEEP IT

    BUILDING WEALTH AND HOW TO KEEP IT

    In this episode, John and Ed discuss with special guests Jeffrey Clark the impact of pandemic, civil unrest, and loss of pensions on building wealth

    • 1 hr 8 min
    CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT

    CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT

    In this episode, John goes over the reasons for having a charitable remainder trust.

    • 24 min
    HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN

    HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN

    In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use principle pay downs to boost your retirement income.

    • 17 min
    THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN

    THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN

    John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use IRA income along with other income sources in retirement.

    • 18 min
    THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER

    THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER

    John continues his series on the 19 Sources of Retirement Income, explaining how to create a tax-advantaged income stream from your Roth IRA in retirement.

    • 10 min
    HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3

    HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3

    John and his partner Edward Bao, CFP, AIF®️ discuss the 9 areas that exert pressure on our wealth.

    • 1 hr 8 min

Customer Reviews

3.7 out of 5
3 Ratings

3 Ratings

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