Sign up to save your podcasts
Or
Share #56: Why Breakthrough Thinking Will Change The Way You Treat Retirement
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#56: Why Breakthrough Thinking Will Change The Way You Treat Retirement
Most financial plans fail because they focus on goals, not strategy. In this episode of Money Isn’t, we break down why integrated financial planning matters and how breakthrough thinking can unlock wealth you didn’t know was possible. You’ll learn how to avoid costly mistakes, connect every financial decision, and build a strategy that actually adapts to life.
John P. Smallwood, Accredited Investment Management Consultant and co-founder of Smallwood Wealth Management, shares timeless insights from the 90s alongside modern strategies for navigating taxes, setting ambitious goals, and preserving wealth for the long term.
Chapters
(00:00) – Introduction
(00:37) – Evergreen Financial Lessons for Building Long-Term Wealth
(07:39) – Breakthrough Thinking in Business, Finance & Legacy Planning
(10:34) – Using Nonlinear Models to Solve Personal Finance Challenges
(14:43) – Filtering Financial Products to Avoid Wealth Erosion
(17:30) – Spotting Financial Leaks with Integrated Planning Tools
(24:42) – Generational Wealth, Tax Strategy & Multi-Decade Planning
(32:56) – Real-Life Financial Leakages & Personalized Wealth Blueprints
(40:07) – The Wealth Curve Blueprint: Financial Assumptions & Forecasting
(44:44) – Lifelong Financial Planning with Evolving Tools & Timeless Principles
Work with Smallwood Wealth ManagementLearn more about Smallwood Wealth: https://smallwoodwealth.comSchedule a free 15 minute introduction: https://go.smallwoodassociates.com/consult-pageConnect with Us On Social MediaInstagram: https://www.instagram.com/smallwoodwealthLinkedIn: https://www.linkedin.com/in/john-l-smallwoodFacebook: https://www.facebook.com/SmallwoodWealthManagementThis communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Headquartered at 2687 44th St. SE Kentwood, MI 49512. Regulus Financial Group, LLC and Smallwood Wealth Investment Management, LLC are not affiliated companies.NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
View all episodes
By John L. Smallwood
4.2
55 ratings
Most financial plans fail because they focus on goals, not strategy. In this episode of Money Isn’t, we break down why integrated financial planning matters and how breakthrough thinking can unlock wealth you didn’t know was possible. You’ll learn how to avoid costly mistakes, connect every financial decision, and build a strategy that actually adapts to life.
John P. Smallwood, Accredited Investment Management Consultant and co-founder of Smallwood Wealth Management, shares timeless insights from the 90s alongside modern strategies for navigating taxes, setting ambitious goals, and preserving wealth for the long term.
Chapters
(00:00) – Introduction
(00:37) – Evergreen Financial Lessons for Building Long-Term Wealth
(07:39) – Breakthrough Thinking in Business, Finance & Legacy Planning
(10:34) – Using Nonlinear Models to Solve Personal Finance Challenges
(14:43) – Filtering Financial Products to Avoid Wealth Erosion
(17:30) – Spotting Financial Leaks with Integrated Planning Tools
(24:42) – Generational Wealth, Tax Strategy & Multi-Decade Planning
(32:56) – Real-Life Financial Leakages & Personalized Wealth Blueprints
(40:07) – The Wealth Curve Blueprint: Financial Assumptions & Forecasting
(44:44) – Lifelong Financial Planning with Evolving Tools & Timeless Principles
Work with Smallwood Wealth ManagementLearn more about Smallwood Wealth: https://smallwoodwealth.comSchedule a free 15 minute introduction: https://go.smallwoodassociates.com/consult-pageConnect with Us On Social MediaInstagram: https://www.instagram.com/smallwoodwealthLinkedIn: https://www.linkedin.com/in/john-l-smallwoodFacebook: https://www.facebook.com/SmallwoodWealthManagementThis communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Headquartered at 2687 44th St. SE Kentwood, MI 49512. Regulus Financial Group, LLC and Smallwood Wealth Investment Management, LLC are not affiliated companies.NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.