Call 800-797-1000
Form CRS
broker check button
  • Client Portal
    • Black Diamond Wealth
logo-sm-new-500
  • Home
  • About Us
    • Our Team
    • Media
    • 3Stage Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login
  • Home
  • About Us
    • Our Team
    • Media
    • 3Stage Media
  • Resources
    • Featured Videos
    • 19 Sources of Retirement Income Guide
    • Financial Pressure Guide
    • 8 Steps of Financial Success Guide
    • Black Diamond Client Portal Materials
    • Wealth Under Pressure Podcast
    • Wealth Curve Quiz
  • Webinars
  • Books
    • It’s Your Wealth – Keep It Book
    • 5 Ways Your Wealth Is Under Attack
  • Podcasts
    • The Wealth Curve Talk with John L. Smallwood
    • Jumping the Wealth Curve with Edward E. Bao Jr.
  • Contact Us
  • LET’S GET STARTED
  • Client Login

Retirement Income Resources

"RETIREMENT INCOME RESOURCES"

For those who don’t want to work in retirement, we have created a long-term wealth plan which maximizes 19 sources of retirement income.

The goal is to have multiple sources of retirement income - more than just a few. Because, if for any reason one of those few dries up, or the tax law changes, you're going to be in trouble. You have seen the ads out there trying to get everybody into a tax-free retirement plan.

Download the Guide Now

This guide is for those who do not want to work in retirement. With an ever-changing financial landscape it's more important than ever to build a resilient source of retirement income.

how to boost your real estate income

How to Boost Your Real Estate Rental Income

In this episode, discusses the benefits of real estate rental income, and...

Watch Video
royalty payments thumbnail

The Exciting Benefits of Royalty Payments in Retirement

In this episode, John discusses the part that royalty payments and income can play in your...

Watch Video
8 steps to financial success guide
5 Ways Your Wealth Is Under Attack
Pension for Retirement Podcast Thumbnail

This Is How to Maximize on Your Pension For Retirement

In this sources for retirement episode, John will discuss pensions. He’ll talk...

Watch Video
reverse mortgage explained_Podcast Thumbnail

Reverse Mortgage Explained: This is How it Can Work for You

John discusses the power of a reverse mortgage to provide a guaranteed income stream...

Watch Video
the big picture video thumbnail

Financial Planning -The Big Picture

Watch the Financial Planning - The Big Picture Video by John L. Smallwood, CFP®

Watch Video
qualified dividends thumbnail

This is How to Maximize on Qualified Dividends

John explains qualified dividends, and how they differ from ordinary dividends. 

Watch Video
business income Podcast Thumbnail

Business Income: Is This The Best Thing In Your Retirement Plan?

John discusses the benefits of holding on to your small or medium-sized business...

Watch Video
ordinary dividends thumbnail

How to Make the Most of Ordinary Dividends

John explains ordinary dividends, and the benefit of owning them as an individual, in addition to...

Watch Video
retirement benefits Podcast Thumbnail

This Is What You Need To Know About Social Security

John discusses Social Security as one of the key sources of retirement income.

Watch Video
compound interest thumbnail

Interest: This Is How To Access One Of The Seven Wonders Of The World

John highlights interest income and the role it can play in your retirement plan.

Watch Video
whole life insurance thumbnail

Whole Life Insurance Dividends: How To Get Tax Free Income

This episode focuses on Whole Life Insurance and the ways in which Whole Life differs from...

Watch Video
Pension for Retirement Podcast Thumbnail

This is How to Maximize on Your Pension for Retirement

John talks about the payout options that are available for you and your spouse. 

Watch Video
tax free dividends

Tax Free Dividends: How to Get the Most of It

This episode focuses on yet another way to add tax-free income to your retirement plan: dividends from municipal bonds.

Watch Video
how to gain new sources of retirement income Podcast Thumbnail

How To Gain New Sources of Income And Retire with Confidence

John pushes beyond social security, pensions, and 401Ks with...

Watch Video

Talk To A Financial Advisor

Schedule Your Conversation
  • Home
  • About Us
  • Get Started
  • Connect
  • Contact Us
  • BrokerCheck

Come & Connect With Us

book an appointment with smallwood wealth management green button
  • Home
  • About Us
    • Our Team
  • Get Started
  • Connect
    • Webinar
    • Blog
  • Contact Us
  • BrokerCheck

COPYRIGHT © 2020 · SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC· 199 BROAD ST, RED BANK, NJ 07701 · 800-797-1000
Follow the journey of 199 Broad Street:
https://199broad.com/
PRIVACY POLICY · TERMS OF SERVICE
DESIGNED BY: INTERSOFT ASSOCIATES

This communication strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed Insurance products and services offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed Annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity’s features, benefits, and fees and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims paying ability of the issuing company. 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.