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You are here: Home / Archives for John Smallwood

February 18, 2021 By John Smallwood

THE PIRATES OF MANHATTAN OWN THIS AS A FOUNDATION, DO YOU?

Co-Opt The Big Banks' Secret Strategy In this episode, John and his longtime friend and fellow financial advisor Barry Dyke discuss crony capitalism, the risks inherent in the market, and the secret that the big banks know but won’t tell you. John is the author of 5 Ways Your Wealth is Under … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

January 9, 2021 By John Smallwood

John Smallwood on Financial Quarterback

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Filed Under: Media

December 7, 2020 By John Smallwood

FIGHTING COVID: THIS IS WHAT YOU CAN DO TO LOWER FINANCIAL STRESS

Withstanding pressure during the COVID Crisis This financial stress episode is drawn from John’s appearance on “I Am the Community,” hosted by Vicky Pepper. Vicky and John’s conversation focused on financial stress during the COVID crisis—and what you can do about it. John is the author of 5 Ways … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

December 1, 2020 By John Smallwood

HOW TO KEEP MORE OF YOUR WEALTH WITH A CHARITABLE REMAINDER TRUST

Shore Up Your Fundamentals, then Look for Opportunity This charitable remainder trusts episode is drawn from John’s appearance on the Joe Robert Show. John and Joe’s wide-ranging conversation covered a lot of territory.  Topics they covered included the fundamentals of financial planning for … [Read more...]

Filed Under: Podcast Tagged With: Wills and Trusts

November 20, 2020 By John Smallwood

THIS HOW TO PLAN SO YOU GET THE BEST REVERSE MORTGAGE

Reverse Mortgages with Rob Lowe In this episode, John and his partner Edward Bao, CFP®, AIF®, talk with guest Rob Lowe. Rob is a 44-year veteran of the financial services industry, about reverse mortgages and why they may be a useful income strategy for some retirees. John is the author of 5 Ways … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

November 9, 2020 By John Smallwood

HOW ELECTIONS CAN IMPACT MARKET VOLATILITY & YOUR WEALTH

Is There Such a Thing as Election Volatility? In this market volatility episode, John and Edward Bao, CFP®, AIF® host a webinar. They discuss the history of the markets and the state of the economy. They also review how you can build a financial plan. A plan that’s prepared for the ups and downs … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

October 28, 2020 By John Smallwood

WHAT BIDEN’S 401(K) TAX PLAN COULD MEAN FOR YOU

Does Biden's 401(k) Plan Help or Hurt?  This Biden 401k related episode was drawn from John’s appearance on “Alabama’s Morning News with JT” on 105.5 WERG news radio. John and JT’s conversation revolved around the Biden Campaign’s proposed changes to 401(k) retirement accounts. They discuss what … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

October 20, 2020 By John Smallwood

WHAT YOU NEED TO KNOW ABOUT THE BIDEN TAX PLAN

John Smallwood on "The Financial Quarterback" This episode was drawn from John’s appearance on The Financial Quarterback with Josh Jalinski. John and Josh’s conversation hit the highlights of the Biden tax plan and reviewed the fundamentals of financial planning. John is the author of 5 Ways Your … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning

October 13, 2020 By John Smallwood

How To Balance A Retirement Plan In An Unstable Time

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Filed Under: Media

October 12, 2020 By John Smallwood

How To Balance A Retirement Plan In An Unstable Time

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Filed Under: Media

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