Smallwood Wealth Management

As fear and uncertainty creep back into the market, John believes the best way to address it is with a solid financial plan. This week, he breaks down how to build a strong foundation for that plan and how to adapt as life and the market changes. Want to start building that foundation? Get your […]

It’s time for a conversation about market volatility. With the major Wall Street indices in correction territory after the Russian invasion of Ukraine, it’s natural to be concerned. But on this week’s episode, John discusses the volatility concept, stock market history, and why it’s important to have the strategies & confidence to weather the storm […]

When it comes to investing, volatility is party of the game. But should you pay attention to the so-called January Barometer and other market “predictors?” John breaks down the stats on this week’s podcast, and explains how to approach investing for the long haul. Find out how market volatility affects your Wealth Curve. Get your […]

When it comes to financial planning, rate of return is not everything. This week, John discusses the Wealth Curve conversation and why it’s important to discuss your family dynamics and life changes as part of the process with your financial advisor. Start the Wealth Curve conversation anytime at www.SmallwoodWealth.com.

It’s not too late to get started on some financial goals for the new year, but first, you might want to take a look back at 2021. This week, John suggests some ways to evaluate the year you had and how that can help you plan to hit your lifestyle goals in the future. Want […]

At a time of high inflation, low interest rates, and a market near record highs, you have to be ready to adapt to the increasing pressure. This week, John discusses how to adopt the Swiss Army Knife strategy for inflation to give yourself the tools to help release the pressure on your portfolio. Want to […]

Have you heard that it’s best to wait until 70 to claim Social Security benefits? This week’s podcast may change your thinking. John lays out a hypothetical scenario with a 65-year-old couple to show you how this decision can have a big impact on how you maximize your wealth through retirement. Find out how Social […]

OK, we don’t want anyone to feel stupid…but this week’s episode is for those of you who might be thinking about waiting until age 70 to take your Social Security benefits. John challenges the typical advice, and discusses the reasons you might want to take it early! How would that affect your retirement income? Find […]

This week’s podcast is for all ages. Whether you’re in your 20s, 40s or 60s, you probably want to find out how you can reach your maximum potential with your wealth. John walks you through actionable steps this week to help you get to your goals. Listen now & check out our free Wealth Curve […]

It looks like politicians in Washington, D.C. may have to settle for less than what they were hoping for in some of the latest tax proposals, which may give those of us who’ve saved for retirement more opportunities to do some forward tax planning. Listen this week as John L. Smallwood revisits the different sources […]