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You are here: Home / Archives for Retirement

June 24, 2020 By John Smallwood

THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN

The 19 Sources of Retirement Income: IRA Income In this IRA tax benefits episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use IRA income along with other income sources in retirement. John is the author of 5 Ways Your Wealth is Under … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Retirement

June 12, 2020 By John Smallwood

THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER

The 19 Sources of Retirement Income: Roth IRA Income In this roth income limits episode, John continues his series on the 19 Sources of Retirement Income, explaining how to create a tax-advantaged income stream from your Roth IRA in retirement. John is the author of 5 Ways Your Wealth is Under … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, Retirement

June 2, 2020 By John Smallwood

THE ASTONISHING BENEFITS OF AN ANNUITY CONTRACT

The 19 Sources of Retirement Income: Annuity Income In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how using an annuity can help take the pressure off your other income sources in retirement. John is the author of 5 Ways Your Wealth is Under … [Read more...]

Filed Under: Podcast Tagged With: Financial Planning, 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

May 3, 2020 By John Smallwood

HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE

How to Navigate Financial Pressures: This is Your Strategy Guide In this episode, John reviews his Wealth Curve Pressure Identifier, a resource that walks you through 9 areas that are key to understanding the financial pressures on your wealth, now and in the future. John is the author of 5 Ways … [Read more...]

Filed Under: Podcast Tagged With: Debt, Financial Planning, Life 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

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

March 5, 2020 By John Smallwood

THE EXCITING BENEFITS OF ROYALTY PAYMENTS IN RETIREMENT

The 19 Sources of Retirement Income: Royalty Payments In this episode, John continues his series on the 19 Sources of Retirement Income, discussing the part that royalty payments and income can play in your retirement plan. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your … [Read more...]

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

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