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 Senior Wealth Advisor Ed Bao and Disability Specialist Alicia Vivenzio from National Ohio. Together they discuss how important disability … [Read more...]
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. He explains how simulating the outcome of negativity is a key to good financial planning. John is the … [Read more...]
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...]
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...]
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...]
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...]
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...]
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...]
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...]
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...]