EPISODE #002

5 RULES OF THE FINANCIAL INSTITUTIONS

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5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

Financial Institutions

In this second episode of the Wealth Curve Talk Podcast John Smallwood discusses financial institutions.

John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a recipient of the Five StarSM Wealth Manager Award.

Here’s a glance at what you’ll learn from John in this episode:

  • Financial institutions design their advertising to gain your trust.
  • Dividends for reinvesting and short-term mortgages keep your money flowing to them.
  • Financial institutions make every effort to keep your money for as long as possible.
  • They try to limit the amount of money you take out.
  • Their strategies transfer the risk from themselves to the client.
  • The five rules of the financial institution’s are driving your financial plan. Ask yourself, “If those rules are good for the institution, are they also good for me?”

If you’re an existing client, schedule a Wealth Curve Catch-up call here. If you are new to Smallwood Wealth, schedule a Wealth Curve Conversation here. You can also connect with us on social media, or call us at (800) 797-1000. Set up a free, no-obligation 30-minute phone call with a qualified advisor. We’ll help you understand your current plan and how you can protect your financial future.

* This award should be subjectively bestowed, and the process of its receipt readily explained by objective data.
Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

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5 Rules of Financial Institutions

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