Future Liabilities Into Your Wealth Plan Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he discusses integrating your future liabilities into your wealth plan. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It.” He has […]

Saving For College & Retirement Planning In Tandem Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he discusses saving for college and how that fits into your overall wealth plan. John is the author of 5 Ways Your Wealth is Under Attack and It’s Your […]

Debt Liability Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he explains debt liability. This is the relationship between your debt payments and your income. John has lectured extensively on financial planning. He is also the author of 5 Ways Your Wealth is […]

Personal Use Real Estate: How Much Is Too Much? Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he talks about personal use real estate and what portion of your gross income it should consume. John has lectured extensively on financial planning. He […]

Liquid Asset Rate Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he talks about the liquid asset rate. This is the amount of cash you have available for any expenses above the ordinary. John has lectured extensively on financial planning. He is also […]

Savings Rate Balance: An Explanation Welcome to the Wealth Curve Talk Podcast. In this episode, John continues his series on the Wealth Curve Blueprint. This time he explains the savings rate balance. It shows how to allocate your savings among different types of vehicles and tax structures for optimal performance. John has lectured extensively on […]

What’s My Optimal Savings Rate? Welcome to the Wealth Curve Talk Podcat. In this episode, John explains one of the most vital components of the Wealth Curve Blueprint and the Wealth Curve Scorecard: your savings rate. John has lectured extensively on financial planning. He is also the author of 5 Ways Your Wealth is Under […]

Lower Taxes? Start with Our Scorecard In this lower taxes episode, John details the Wealth Curve Scorecard. It is part of the Wealth Curve Blueprint, can help clients lower their tax rate. John has lectured extensively on financial planning and is the author of 5 Ways Your Wealth is Under Attack and It’s Your Wealth – Keep It. […]

How Good Is Your Batting Average? Blueprint And Scorecard Intro In this batting average episode, John details the Wealth Curve Blueprint. It’s a tool he has developed to help clients compare the performance of their current financial plan against their short and long-term goals. John has lectured extensively on financial planning and is the author […]

When Should I Collect Social Security? Welcome to the Wealth Curve Talk 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 gives insights on how to apply social security benefits when creating a retirement plan. He […]