In today’s episode, John Smallwood is back with part 5 of his series about how to protect your most important asset—you. In previous episodes, John explored whole life, term, and universal insurance policies. Now he’s giving you concrete examples of how these different insurance types could work together in your financial plan. (For those who … Continue reading Episode 22 – How to Protect Your Most Important Asset: Part 5 →

The purpose of having life insurance in your financial plan is not only to protect your most valuable asset, which is your ability to go to work every day, but can also be a tool that can help increase your retirement income. However, most people forget about that second part. In part four of his … Continue reading Episode 21 – How to Protect Your Most Important Asset: Part 4 →

In part 3 of John Smallwood’s series on protecting your most important asset, yourself, he continues to explore the role that life insurance plays all throughout our lives. Today’s episode is dedicated to whole life insurance. In an effort to cut through the misinformation surrounding this insurance type, John offers a thorough look at its … Continue reading Episode 20 – How to Protect Your Most Important Asset: Part 3 →

It’s time for part 2 of John Smallwood’s series about how to protect yourself as your most important asset. In this episode, John dives into the world of life insurance policies, starting with term insurance. With his characteristically forthright and passionate approach, John breaks down the benefits and drawbacks of term insurance to help you understand how the … Continue reading Episode 19 – How to Protect Your Most Important Asset: Part 2 →

In this episode, John Smallwood explains how you can protect your most important asset, you!  Many people don’t actually see themselves as an asset when it comes to financial planning. But John is here to turn that around. John shares why it is important to have the right protection for your most important asset, along … Continue reading Episode 18 – How to Protect Your Most Important Asset – YOU – Part 1 →

John Smallwood tends to challenge closely held truths about financial planning, and this episode is no different. Listen in as John questions conventional wisdom about Social Security. He clears up confusion about what age people can start collecting their full benefit, and he also explains the advantages of waiting longer. Of course, John uses plenty … Continue reading Episode 17 – Forget Conventional Wisdom. Here’s a New Way to Think About Social Security →

Today, Matt Halloran and John Smallwood continue with part two of the Retirement Isn’t What It Used to Be series. John discusses your chess pieces: What do you have? A pension? A 401(k) plan? What will your next move be with those assets? These are important questions to consider, and John is here to guide … Continue reading Episode 16 – Part 2: Retirement Isn’t What It Used to Be →

Today, Matt Halloran and John Smallwood introduce part one of a series, Retirement Isn’t What It Used to Be. If you’re 20 or fewer years away from retirement, it’s especially important for you to tune in and find out what’s become of our retirement income sources. It’s no longer a three-legged-stool situation. In this episode, … Continue reading Episode 15 – Part 1: Retirement Isn’t What It Used to Be →

How much money do you actually have to accumulate in order to retire? Today, Matt Halloran and John Smallwood are helping you look into the future at your retirement. Since many people are unsure of how much money it’ll take to sustain their lifestyle, John makes a point of discussing long-term financial strategies. You’ll also … Continue reading Episode 14 – How to Plan for Your Retirement Future →

Taxes, are you paying more than you should? Are taxes creating a greater financial pressure in your life? Well, it might just be your outlook. Today, John Smallwood emphasizes the importance of viewing future tax opportunities rather than being impatient. Opening up opportunities later down the road is much more rewarding. John also shares insight … Continue reading Episode 13 – Taxes, You Pay More Than You Should →