Join us on Money Isn't as we dive into the thrilling world of crypto trading with expert trader Matthew Mery. In this episode, Matthew shares his rollercoaster journey from a finance student to a full-time crypto trader, recounting the highs and lows of leverage trading. Discover how emotions impact trading decisions, the latest trends in the evolving crypto market, and effective strategies for investing in different types of coins.

Matthew also explores the security of blockchain technology, the growing participation of institutional investors, and the influence of social media on entrepreneurship. Learn how to monetize your passions and navigate the ever-changing landscape of crypto trading with insights from someone who has experienced it all. This episode is packed with valuable advice for anyone looking to succeed in the dynamic world of cryptocurrency.

Chapters:

00:00 Introduction

03:37 Crypto Trading and Leverage: A Rollercoaster Ride

10:50 Overcoming Emotions in Trading and Business Decisions

12:26 Exploring the Evolution and Opportunities in the Crypto Space

23:52 Strategies for Cryptocurrency Investing

40:36 Exploring Blockchain Technology and Crypto Trends

43:43 Journey to Success in Crypto Trading

52:39 Navigating the Ever-Changing Landscape of Crypto Trading and Entrepreneurship

01:07:55 Monetizing Passion through Curiosity and Determination

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------------------------------------------------------------------ ➤ Book an Appointment: https://oncehub.com/wealthcurvejourney ➤ Join Our Next Webinar: https://smallwoodassociates.com/events/#webinars ➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction. Connect with Us On Social Media • Instagram: https://www.instagram.com/smallwoodwealth • LinkedIn: https://www.linkedin.com/in/john-l-smallwood • Facebook: https://www.facebook.com/298893443562447 This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Licensed advisors from Smallwood Wealth Management discuss the importance of protecting your ability to work. They go over the statistics of disabilities in the workforce, and the significance of having disability insurance coverage for financial plans. Chapters: (00:00) - Introduction (01:05) - Your Most Important Asset (05:55) - Live Wealth Curve Visualization (11:40) - Smallwood Wealth Example Tool (15:40) - When Disability Isn't Needed Enjoyed the episode? Make sure to like, subscribe, and leave a comment with your thoughts. Don't miss out on future insights from John Smallwood! ------------------------------------------------------------------ ➤ Book an Appointment: https://oncehub.com/wealthcurvejourney ➤ Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars ➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction. Connect with Us On Social Media • Instagram: https://www.instagram.com/smallwoodwealth • LinkedIn: https://www.linkedin.com/in/john-l-smallwood • Facebook: https://www.facebook.com/298893443562447 • Twitter: https://twitter.com/smallwoodwealth This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Licensed advisors from Smallwood Wealth Management discuss the top financial mistake made in your 20's. This includes the impact of sports betting on finances, investment psychology, maximizing corporate benefits, insurance coverage, life insurance benefits, and financial advice for wealth accumulation. Chapters: (00:00) Introduction (05:56) The Impact of Gambling and Sports Betting on Personal Finances (08:44) Navigating investment Psychology and Wealth Accumulation (21:21) Maximizing Corporate Benefits and Tax Planning for Financial Security (34:45) Opting for Adequate Insurance (40:27) Understanding the Benefits of Life Insurance and Financial Planning (01:06:41) Financial Advice and Maximizing Wealth Potential

Enjoyed the episode? Make sure to leave a review and a comment with your thoughts. Don't miss out on future insights from John Smallwood!

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➤ Book an Appointment: https://oncehub.com/wealthcurvejourney

➤ Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars

➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.

Connect with Us On Social Media

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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Imagine crafting a legacy that ensures a thriving future for your grandkids...

Explore how strategic planning, investing and understanding financial dynamics can pave the way for a prosperous future. Learn essential strategies for building resilience against market uncertainties and ensuring financial stability for generations to come.

Chapters:

(00:00) - Introduction

(02:35) - Navigating Financial Waters: The Importance of a ‘Manual’

(22:07) - Analyzing the Impact of Sequence of Returns on Investment Portfolios

(24:35) - The Impact of Taxes and Fees on Investment Growth

(29:56) - Wealth Erosion and Protection Strategies

(33:06) - Strategies for Financial Resilience and Growth

Enjoyed the episode? Make sure to leave a review with your thoughts. Don't miss out on future insights from John Smallwood!

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➤ Book an Appointment: https://meetme.so/smallwoodwealth

➤ Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars

➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

This two part conversation on the Luminary Talks podcast is a deep dive into overcoming financial complexities for long-term gains, emphasizing the importance of laying a foundation for a legacy of wisdom and prosperity. It's your pathway to understanding wealth management's nuances, designed for anyone aspiring to secure a prosperous future. Tune in for invaluable insights on financial independence and creating a lasting legacy, distilled into actionable advice for today's forward-thinking individuals. Chapters

(00:00) - Introduction

(03:19) - Building Generational Wealth

(11:40) - The Role of Character in Building Generational Wealth

(15:00) - Strategic Planning to Create Opportunities

(21:05) - Financial Planning and Investing In Yourself

Get your copy of Robb's new book "Unlocking Relationship Capital" today at ⁠⁠⁠⁠⁠https://luminarymovement.com/robb-thompson-book

Enjoyed the episode? Make sure to like, subscribe, and leave a comment with your thoughts. Don't miss out on future insights from John Smallwood!

----------------------------------------------------------------

➤ Book an Appointment: https://meetme.so/smallwoodwealth

➤ Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars

➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.

Connect with Us On Social Media

Instagram | LinkedIn | Facebook | Twitter

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Get ready for an insightful episode where John Smallwood joins Robb Thompson on "Luminary Talks."

This discussion cuts through the financial jargon to offer clear, actionable advice on aligning financial goals with personal aspirations and optimizing lifestyle choices for future prosperity. It's an invaluable guide for anyone looking to enhance their financial well-being and secure a prosperous future.

Tune in as host Robb Thompson and John share insights into smart wealth management practices that promise not just to manage but to multiply your resources. This episode is your first step toward financial freedom and success.

Chapters

(00:00) - Introduction

(02:20) - Navigating the Complexities of Financial Planning

(10:16) - Exploring the Essence of Wealth Management

(12:52) - Embracing Financial Responsibility

(18:36) - Maximizing Company Benefits and Lifestyle Choices

Check Out Luminary Talks Podcast

Spotify | Apple Podcasts | YouTube | Instagram

Get your copy of Robb's new book "Unlocking Relationship Capital" today at ⁠⁠⁠⁠https://luminarymovement.com/robb-thompson-book

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➤ ⁠⁠Click Here To Book an Appointment⁠⁠

➤ ⁠⁠Click Here To Join Our Next Webinar⁠⁠

➤ To Talk to a Financial Advisor Call (800) 797-1000

Connect with Us On Social Media

⁠⁠Instagram⁠⁠ | ⁠⁠Facebook⁠⁠ | ⁠⁠Twitter⁠⁠ | ⁠⁠LinkedIn⁠⁠

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Ever wondered how the ultra-wealthy use tax laws to their advantage? Dive into the strategies Multi-Millionaires use to grow and preserve their wealth across generations.

In this episode, John Smallwood explores the critical role of tax planning in business growth, entity selection, and wealth preservation. Discover how choosing the correct business entity can significantly impact your financial outcomes, from minimizing taxation during accumulation to reducing taxes on sale and protecting assets through estate planning.

Learn about multi-generational planning and the importance of specialized advice in structuring your assets. John also delves into strategic asset protection strategies, such as umbrella liability policies and beneficiary trusts, to ensure financial security and long-term success.

Chapters

00:00 - Maximizing business asset value

08:16 - Wealth preservation strategies

19:40 - Protecting assets from lawsuits

Enjoyed the episode? Help us grow by leaving a 5-star review. Stay tuned for more insights from John Smallwood!

----------------------------------------------------------------

➤ ⁠Click Here To Book an Appointment⁠

➤ ⁠Click Here To Join Our Next Webinar⁠

➤ To talk to a Financial Advisor call (800) 797-1000

Connect with Us On Social Media

⁠Instagram⁠ | ⁠Facebook⁠ | ⁠Twitter⁠ | ⁠LinkedIn⁠

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Unlock the secrets of financial planning and why it's essential for your long-term stability and growth.

In this episode, we dive into the essentials of financial planning and wealth management. Explore how money has evolved from commodities to real estate, Bitcoin, and stocks. Learn to navigate economic disruptions through innovative adaptations like medical assistance and fishing.

Gain insights into entrepreneurial journeys, personalized financial strategies, and wealth management tips for long-term stability. Our discussion provides clear, actionable advice on aligning financial goals with personal aspirations and optimizing lifestyle choices.

Understand the historical evolution of money, from tangible assets like gold to modern forms like cryptocurrencies and investments. Recognize the importance of strategic financial planning, aligning goals with tax optimization, risk reduction, and wealth preservation. Enhance your financial stability and long-term growth potential.

Chapters

(00:00) - Introduction

(03:42) - Evolution of Money and Its Forms

(08:35) - Navigating Economic Disruptions and Career Evolution

(10:59) - Exploring Entrepreneurial Journeys and Wealth Management

(13:54) - Personalized Financial Strategy and Wealth Management

Enjoyed the episode? Make sure to leave us a review. Don't miss out on future insights from John Smallwood!

----------------------------------------------------------------

➤ ⁠Click Here To Book an Appointment⁠

➤ ⁠Click Here To Join Our Next Webinar⁠

➤ To Talk to a Financial Advisor Call (800) 797-1000

Connect with Us On Social Media

⁠Instagram⁠ | ⁠Facebook⁠ | ⁠Twitter⁠ | ⁠LinkedIn⁠

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, UT, VA. No offers may be made or accepted from any resident outside these states due to various regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

Fixed insurance products and services are offered through Ash Brokerage or Smallwood Associates, Ltd. Fixed annuities are long-term insurance products. Before you purchase, be sure to talk to your financial professional about the annuity's features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives. All guarantees are based on the continued claims-paying ability of the issuing company. Investment Advisory Services are provided by Smallwood Wealth Investment Management, LLC, an SEC-registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056.

Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.