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...]
FIGHTING COVID: THIS IS WHAT YOU CAN DO TO LOWER FINANCIAL STRESS
Withstanding pressure during the COVID Crisis This financial stress episode is drawn from John’s appearance on “I Am the Community,” hosted by Vicky Pepper. Vicky and John’s conversation focused on financial stress during the COVID crisis—and what you can do about it. John is the author of 5 Ways … [Read more...]
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...]
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...]
WHAT BIDEN’S 401(K) TAX PLAN COULD MEAN FOR YOU
Does Biden's 401(k) Plan Help or Hurt? This Biden 401k related episode was drawn from John’s appearance on “Alabama’s Morning News with JT” on 105.5 WERG news radio. John and JT’s conversation revolved around the Biden Campaign’s proposed changes to 401(k) retirement accounts. They discuss what … [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...]
“SAFE” WITHDRAWAL RATES: HOW YOU CAN GET A PAYCHECK FOR LIFE
Navigating Financial Pressure with Jeffrey Clark In this episode, John and his partner Edward Bao, CFP®, AIF®, talk with Jeffrey R. Clark, Director of Retirement and Wealth Strategies at Jackson National Life about wealth accumulation, “safe” withdrawal rates, and how to provide yourself with a … [Read more...]
CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT
The 19 Sources of Retirement Income: Charitable Remainder Trust In this episode, John continues his series on the 19 Sources of Retirement Income. He explains why you might consider using a Charitable Remainder Trust to lower your taxes and boost your income in retirement. John is the author of 5 … [Read more...]
HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN
The 19 Sources of Retirement Income: Principle Pay Downs In this principal paydown episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use them to boost your retirement income. John is the author of 5 Ways Your Wealth is Under Attack and It’s … [Read more...]
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