Navigating Financial Pressure with Jeffrey Clark 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 and his partner Edward Bao, CFP®, … [Read more...]
CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT
The 19 Sources of Retirement Income: Charitable Remainder Trust In this episode, John continues his series on the 19 Sources of Retirement Income. He explains why you might consider using a Charitable Remainder Trust to lower your taxes and boost your income in retirement. John has lectured … [Read more...]
HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN
The 19 Sources of Retirement Income: Principle Pay Downs In this principal paydown episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use them to boost your retirement income. John has lectured extensively on financial planning. He is also … [Read more...]
THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN
The 19 Sources of Retirement Income: IRA Income In this IRA tax benefits episode, 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. John has lectured extensively on financial planning. He … [Read more...]
THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER
The 19 Sources of Retirement Income: Roth IRA Income In this roth income limits episode, 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. John has lectured extensively on financial planning … [Read more...]
HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3
Navigating Financial Pressure, Episode #3 In this strategy guide episode, John and his partner Edward Bao, CFP®, AIF® discuss the 9 areas that exert pressure on our wealth. These categories don’t change, no matter the circumstances we face in our personal lives or in our nation. John has lectured … [Read more...]
THE ASTONISHING BENEFITS OF AN ANNUITY CONTRACT
The 19 Sources of Retirement Income: Annuity Income In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how using an annuity can help take the pressure off your other income sources in retirement. John has lectured extensively on financial planning and is … [Read more...]
THIS IS HOW IMMEDIATE ANNUITY INCOME MAKES ALL THE DIFFERENCE
The 19 Sources of Retirement Income: Immediate Annuity Income In this episode, John continues his series on the 19 Sources of Retirement Income. He explainins how out of the many types of annuities, the immediate annuity can provide a guaranteed, tax-advantaged income stream in retirement. John … [Read more...]
HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 2
How to Navigate Financial Pressures: This is Your Strategy Guide Part 2 In this financial strategy guide episode, John and his partner Edward Bao, CFP®, AIF® discuss Smallwood Wealth’s approach to financial planning, and how your plans may shift emphasis under the current economic … [Read more...]
COVID-19 WEBINAR: THE SECOND STIMULUS PACKAGE
COVID-19 Webinar: The Second Stimulus Package Welcome to our COVID-19 Webinar, in which John Smallwood, a certified financial planner, cuts through the financial noise and helps you understand the impacts on your financial future. In this 1-hour webinar, John and his partner Edward Bao, CFP®, AIF® … [Read more...]
