Smallwood Wealth Management

By Wealth Curve Talk with John L. Smallwood

Providing Confidence and Precision in Building Your Wealth... more

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FAQs about Smallwood Wealth Management:

How many episodes does Smallwood Wealth Management have?

The podcast currently has 104 episodes available.

Smallwood Wealth Management episodes:

September 01, 2020 WHY REVIEWING YOUR MEDICARE SUPPLEMENT ANNUALLY IS KEY
In this episode, John and Ed discuss with special guest Dan Mihlon...
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1h 5min
July 27, 2020 “SAFE” WITHDRAWAL RATES: HOW YOU CAN GET A PAYCHECK FOR LIFE
In this episode, John and Ed discuss with special guests Jeffrey Clark the impact of pandemic, civil unrest, and loss of pensions on building wealth
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1h 9min
July 16, 2020 CHARITABLE REMAINDER TRUST: WHY YOU SHOULD HAVE IT
In this episode, John goes over the reasons for having a charitable remainder trust.
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25min
July 01, 2020 HOW TO TAKE ADVANTAGE OF THE SURPRISING BENEFITS OF PRINCIPAL PAYDOWN
In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how to strategically use principle pay downs to boost your retirement income.
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18min
June 24, 2020 THIS IS WHAT HAPPENS WHEN YOU ADD IRA TAX BENEFITS TO YOUR RETIREMENT PLAN
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.
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19min
June 12, 2020 THE ROTH INCOME LIMITS THAT CAN MAKE YOUR RETIREMENT RICHER
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.
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11min
June 08, 2020 HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 3
John and his partner Edward Bao, CFP, AIF®️ discuss the 9 areas that exert pressure on our wealth.
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1h 9min
June 02, 2020 THE ASTONISHING BENEFITS OF AN ANNUITY CONTRACT
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.
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28min
May 27, 2020 THIS IS HOW IMMEDIATE ANNUITY INCOME MAKES ALL THE DIFFERENCE
In this episode, John continues his series on the 19 Sources of Retirement Income, explaining how out of the many types of annuities, the immediate annuity can provide a guaranteed, tax-advantaged income stream in retirement.
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15min
May 22, 2020 HOW TO NAVIGATE FINANCIAL PRESSURES: THIS IS YOUR STRATEGY GUIDE PART 2
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.
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59min

FAQs about Smallwood Wealth Management:

How many episodes does Smallwood Wealth Management have?

The podcast currently has 104 episodes available.