John and his partner Edward Bao, CFP®️, AIF®️ discuss the second stimulus bill and the fundamentals of financial planning that will help us withstand current economic pressures.

In this episode, John reviews his Wealth Curve Pressure Identifier, a resource that walks you through 9 areas that are key to understanding the pressures on your wealth, now and in the future.

The 19 Sources of Retirement Income: The Reverse Mortgage Explained Welcome to the Wealth under Pressure Podcast. John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it. In this episode, John continues his series on the 19 Sources of Retirement Income, discussing the power […]

The 19 Sources of Retirement Income: Real Estate Rental Income Welcome to the Wealth under Pressure Podcast, in which John Smallwood, a certified financial planner, identifies key areas of pressure on your wealth and strategizes with you to reduce it. In this episode, John continues his series on the 19 Sources of Retirement Income, discussing […]

COVID-19 Webinar: The First Stimulus Bill In this webinar, John and his partner Edward Bao, CFP®, AIF® discuss the three phases of the Federal Government’s stimulus bill. Particularly they discuss how it may impact small business owners.   John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He […]

The 19 Sources of Retirement Income: Royalty Payments In this episode, John continues his series on the 19 Sources of Retirement Income, discussing the part that royalty payments and income can play in your retirement plan. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured […]

The 19 Sources of Retirement Income: Business Income In this episode, John continues his series on the 19 Sources of Retirement Income. He discusses the benefits of holding on to your small or medium-sized business in retirement. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has […]

Capital Gains Income In this episode, John continues his series on the 19 Sources of Retirement Income. He focuses on the low-taxation income available from long-term capital gains. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has lectured extensively on financial planning and is a recipient […]

The 19 Sources of Retirement Income: Whole Life Insurance Dividends In this episode, John continues his series the 19 Sources of Retirement Income. He focuses on Whole Life Insurance. In the episode he describes the ways in which Whole Life differs from other types of life insurance. He also highlights how you can use the […]

The 19 Sources of Retirement Income: Municipal Bond Dividends In this episode, John continues his series on the 19 Sources of Retirement Income. He focuses on yet another way to add tax-free income to your retirement plan: dividends from municipal bonds. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – […]