"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.
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.
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...
Financial Planning -The Big Picture
Watch the Financial Planning - The Big Picture Video by John L. Smallwood, CFP®
This is How to Maximize on Qualified Dividends
John explains qualified dividends, and how they differ from ordinary dividends.
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...
How to Make the Most of Ordinary Dividends
John explains ordinary dividends, and the benefit of owning them as an individual, in addition to...
This Is What You Need To Know About Social Security
John discusses Social Security as one of the key sources of retirement income.
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.
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...
This is How to Maximize on Your Pension for Retirement
John talks about the payout options that are available for you and your spouse.
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.
How To Gain New Sources of Income And Retire with Confidence
John pushes beyond social security, pensions, and 401Ks with...