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...]
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...]
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...]
WILLS AND TRUSTS
Wills And Trusts: All You Need To Know For Protection In this episode, John continues his series on the Wealth Curve Blueprint, this time focusing on the protections offered by wills and trusts. Properly setting up a will or trust is one of the key components of a successful long-term financial … [Read more...]