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You are here: Home / Archives for Business Ownership

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: Business Ownership, Debt, Financial Planning, Retirement, Wills and Trusts

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: Business Ownership, Financial Planning

October 5, 2020 By John Smallwood

RETIREMENT TIPS WITH LEE KANTOR

John Smallwood on Retirement Tips Radio This episode was drawn from John’s appearance on Retirement Tips Radio with Lee Kantor, a product of RadioX. John and Lee’s conversation was aimed at helping entrepreneurs prepare for retirement—even if it’s a long way off. John is the author of 5 Ways Your … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Financial Planning, Insurance, Retirement

April 21, 2020 By John Smallwood

HOW TO BOOST YOUR REAL ESTATE RENTAL INCOME

The 19 Sources of Retirement Income: Real Estate Rental Income 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 continues his series on … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Financial Planning, Retirement

February 27, 2020 By John Smallwood

BUSINESS INCOME: IS THIS THE BEST THING IN YOUR RETIREMENT PLAN?

The 19 Sources of Retirement Income: Business Income In this episode, John continues his series on the 19 Sources of Retirement Income. He discusses the benefits of holding on to your small or medium-sized business in retirement. John is the author of 5 Ways Your Wealth is Under Attack and It’s … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Financial Planning, Retirement

July 11, 2019 By John Smallwood

BUSINESS VALUE: HOW TO KNOW HOW MUCH YOUR BUSINESS IS WORTH

Business Value In this episode, John continues his series on the Wealth Curve Blueprint, with special attention to business owners. This time he discusses the business valuation and how it can help increase the value of your business. John is the author of 5 Ways Your Wealth is Under … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Financial Planning

June 26, 2019 By John Smallwood

ASSET PROTECTION TOOLS FOR BUSINESS OWNERS

Asset Protection Tools For Business Owners Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time his focus is on asset protection. He reveals two key tools small business owners need to protect their business and personal … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Disability Insurance, Financial Planning

August 26, 2018 By John Smallwood

THE IRS IS COMING AFTER CRACK AND PACK

Crack and Pack In this episode, John discusses recent IRS updates on “crack and pack.” The IRS has vowed to come after it! 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 … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership

July 26, 2018 By John Smallwood

MY INTRO AND WHY DAVE GROHL INSPIRES ME

Dave Grohl: My Intro and Why He Inspires Me This is a very special episode in which we get to know John both as a financial services professional and a person - as well as why Dave Grohl inspires him. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He … [Read more...]

Filed Under: Podcast Tagged With: Business Ownership, Financial Planning

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