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You are here: Home / Archives for Insurance

May 18, 2021 By John Smallwood

PROTECT YOUR #1 ASSET – THERE IS NO TIME TO WASTE WHEN IT COMES TO DISABILITY INSURANCE

Protect Your #1 Asset In this episode, John explains that your ability to earn income is the number one asset you have in financial planning. He is joined with Disability Specialist Alicia Vivenzio from National Ohio. Together with Senior Wealth Advisor Ed Bao they discuss how important disability … [Read more...]

Filed Under: Podcast Tagged With: Disability Insurance, Insurance

May 4, 2021 By John Smallwood

INTRODUCTION TO DISABILITY INSURANCE AWARENESS MONTH

Intro To Disability Insurance Awareness Month In this episode, John introduces listeners to Disability Insurance Awareness Month and discusses how disability done right can add value to your plan. This time he explains how simulating the outcome of negativity is a key to good financial … [Read more...]

Filed Under: Podcast Tagged With: Disability Insurance, Insurance

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, Insurance, Life Insurance, Retirement

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, Insurance, Life Insurance, Retirement, Wills and Trusts

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

September 1, 2020 By John Smallwood

WHY REVIEWING YOUR MEDICARE SUPPLEMENT ANNUALLY IS KEY

Navigating Medicare with Dane Mihlon In this episode, John and his partner Edward Bao, CFP®, AIF®, talk with Dane Mihlon, a licensed independent agent for Life Insurance. He runs MedSupAmerica.com, a website dedicated to offering free advice on Medicare Supplement products. The in-depth … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Insurance, Life Insurance, Retirement

May 27, 2020 By John Smallwood

THIS IS HOW IMMEDIATE ANNUITY INCOME MAKES ALL THE DIFFERENCE

The 19 Sources of Retirement Income: Immediate Annuity Income In this episode, John continues his series on the 19 Sources of Retirement Income. He explainins how out of the many types of annuities, the immediate annuity can provide a guaranteed, tax-advantaged income stream in retirement. John is … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Insurance, Investment Management, Retirement

May 22, 2020 By John Smallwood

HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 2

How to Navigate Financial Pressures: This is Your Strategy Guide P2 In this financial strategy guide episode, John and his partner Edward Bao, CFP®, AIF® discuss Smallwood Wealth’s approach to financial planning, and how your plans may shift emphasis under the current economic circumstances. John … [Read more...]

Filed Under: Podcast Tagged With: Debt, Financial Planning, Insurance, Retirement, Wills and Trusts

April 28, 2020 By John Smallwood

REVERSE MORTGAGE EXPLAINED: THIS IS HOW IT CAN WORK FOR YOU

The 19 Sources of Retirement Income: The Reverse Mortgage Explained Welcome to the Wealth under Pressure Podcast. 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 the … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Insurance, Life Insurance, Retirement

February 13, 2020 By John Smallwood

WHOLE LIFE INSURANCE DIVIDENDS: HOW TO GET TAX FREE INCOME

The 19 Sources of Retirement Income: Whole Life Insurance Dividends In this episode, John continues his series the 19 Sources of Retirement Income. He focuses on Whole Life Insurance. In the episode he describes the ways in which Whole Life differs from other types of life insurance. He also … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Insurance, Life Insurance, Retirement

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