Episodios

  • The Wealth Curve Conversation

    The Wealth Curve Conversation
    Jan 25 2022
    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. The post The Wealth Curve Conversation appeared first on Smallwood Wealth Management. See omnystudio.com/listener for privacy information.
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    32 m
  • Looking Back in Order to Get Ahead

    Looking Back in Order to Get Ahead
    Jan 11 2022
    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 a detailed assessment of where you stand? Get your Wealth Curve Scorecard now at www.SmallwoodWealth.com. The post Looking Back in Order to Get Ahead appeared first on Smallwood Wealth Management. See omnystudio.com/listener for privacy information.
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    26 m
  • The Swiss Army Knife Strategy for Inflation

    The Swiss Army Knife Strategy for Inflation
    Dec 22 2021
    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 know how inflation's affecting your Wealth Curve? Get your Wealth Curve Scorecard now at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    27 m
  • The Swiss Army Knife Strategy for Inflation

    The Swiss Army Knife Strategy for Inflation
    Dec 22 2021
    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 know how inflation’s affecting your Wealth Curve? Get your Wealth Curve Scorecard now at www.SmallwoodWealth.com. The post The Swiss Army Knife Strategy for Inflation appeared first on Smallwood Wealth Management. See omnystudio.com/listener for privacy information.
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    27 m
  • Social Security Stupidity (Part 2)

    Social Security Stupidity (Part 2)
    Dec 14 2021
    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 Security affects your Wealth Curve. Get your Wealth Curve scorecard now at www.SmallwoodWealth.com. The post Social Security Stupidity (Part 2) appeared first on Smallwood Wealth Management. See omnystudio.com/listener for privacy information.
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    16 m
  • Social Security Stupidity (Part 2)

    Social Security Stupidity (Part 2)
    Dec 14 2021
    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 Security affects your Wealth Curve. Get your Wealth Curve scorecard now at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    16 m
  • Social Security Stupidity

    Social Security Stupidity
    Dec 7 2021
    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 out by getting your own Wealth Curve Scorecard now at www.SmallwoodWealth.com.  See omnystudio.com/listener for privacy information.
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    19 m
  • Social Security Stupidity

    Social Security Stupidity
    Dec 7 2021
    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 out by getting your own Wealth Curve Scorecard now at www.SmallwoodWealth.com. The post Social Security Stupidity appeared first on Smallwood Wealth Management. See omnystudio.com/listener for privacy information.
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    19 m