Episode 19 - How to Protect Your Most Important Asset: Part 2

August 9, 2018

It’s time for part 2 of John Smallwood’s series about how to protect yourself as your most important asset. In this episode, John dives into the world of life insurance policies, starting with term insurance.

With his characteristically forthright and passionate approach, John breaks down the benefits and drawbacks of term insurance to help you understand how the policy works. He also explains how you can use conversion options to turn term life insurance policies into lifetime policies.

Join John as he continues on his mission to help you understand everything you need to know about protecting your most important asset—you!


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Episode 18 – How to Protect Your Most Important Asset – YOU – Part 1

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Episode 18 – How to Protect Your Most Important Asset – YOU – Part 1

August 9, 2018

In this episode, John Smallwood explains how you can protect your most important asset, you!  Many people don’t actually see themselves as an asset when it comes to financial planning. But John is here to turn that around.

John shares why it is important to have the right protection for your most important asset, along with ways to help ensure that your financial plan has the right protection and strategies in place. He uncovers the different types of protection available and dispels the myths that many people have when it comes to protecting themselves and their assets for the future.

Tune in and learn about John’s unconventional approach to helping you manage the pressure you have on your wealth.


Smallwood Wealth Management


Episode 17 - Forget Conventional Wisdom. Here’s a New Way to Think About Social Security

July 31, 2018

John Smallwood tends to challenge closely held truths about financial planning, and this episode is no different.

Listen in as John questions conventional wisdom about Social Security. He clears up confusion about what age people can start collecting their full benefit, and he also explains the advantages of waiting longer. Of course, John uses plenty of examples along the way to help you understand where Social Security fits in with your overall plan.

The right decisions for you are not necessarily the decisions that are being promoted by conventional wisdom. Tune in and learn about John’s unconventional approach to financial planning.


Smallwood Associates


Episode 16 - Part 2: Retirement Isn’t What It Used to Be

July 17, 2018

Today, Matt Halloran and John Smallwood continue with part two of the Retirement Isn’t What It Used to Be series. John discusses your chess pieces: What do you have? A pension? A 401(k) plan? What will your next move be with those assets? These are important questions to consider, and John is here to guide you along.

Listen in as John covers key components of your retirement planning and shares how you can set yourself up for financial success!


Episode 15 - Part 1: Retirement Isn’t What It Used to Be Smallwood Wealth Management


Episode 15 - Part 1: Retirement Isn’t What It Used to Be

June 28, 2018

Today, Matt Halloran and John Smallwood introduce part one of a series, Retirement Isn’t What It Used to Be. If you’re 20 or fewer years away from retirement, it’s especially important for you to tune in and find out what’s become of our retirement income sources. It’s no longer a three-legged-stool situation.

In this episode, John Smallwood explains how our sources of retirement income have changed since our grandparents’ time: we can no longer rely on pensions and Social Security to cover two-thirds of our living expenses. John’s main goal is to help you think strategically about five variables that could all fluctuate and have a dramatic impact on your bottom line.

Join the conversation, become aware of today’s retirement pressures, and learn how to plan accordingly.

Smallwood Wealth Management


Episode 14 - How to Plan for Your Retirement Future

June 15, 2018


How much money do you actually have to accumulate in order to retire?

Today, Matt Halloran and John Smallwood are helping you look into the future at your retirement. Since many people are unsure of how much money it’ll take to sustain their lifestyle, John makes a point of discussing long-term financial strategies. You’ll also learn about safe withdrawal rates and strategies for deciding when to withdraw your money.

Don’t miss this information-packed episode, designed to help you plan for retirement more confidently.

Smallwood Wealth Management


Episode 13 - Taxes, You Pay More Than You Should

May 17, 2018

Taxes, are you paying more than you should? Are taxes creating a greater financial pressure in your life? Well, it might just be your outlook.

Today, John Smallwood emphasizes the importance of viewing future tax opportunities rather than being impatient. Opening up opportunities later down the road is much more rewarding. John also shares insight on the macro strategy, which he uses to help clients pay fewer taxes, gain a higher return, and with the least amount of risk.

What will you do to maximize your tax benefits?


Episode 12 - Eight Retirement Pressures

May 1, 2018

We all have financial pressures in our lives right now. Taxes, college tuition, car repairs...we are well aware of these pressures that try to drain money from our budgets. But do we know about the financial pressures that will go hand-in-hand with retirement?

This episode is all about getting prepared. It’s about getting informed so that you can make choices that will help protect you and your family during retirement.

Tune in as I explore the top eight retirement pressures and ways that you can push through these pressures.


Episode 11 - The 2018 Small Business Owner Guide to Maximizing Your benefits from the 2017 Tax Cuts

April 19, 2018

Small business owners, how will you be affected by the new tax cuts? Are you feeling some financial pressure, or perhaps wondering if there is a silver lining?

We believe that the future for small business tax benefits has never looked brighter.

Learn how to make the most of tax-law changes by downloading John Smallwood’s free guide: The 2018 Small Business Owner Guide to Maximizing Your Benefits from the 2017 Tax Cuts. It’s your blueprint for learning the key changes to the tax law and how to plan for 2018 taxes.

Listen in as John walks us through his guide and offers tax-saving strategies along the way.

Download our free guide at: www.smallwoodwealth.com.


Episode 10 - 3 Core Financial Pressures Eroding Your Wealth

April 2, 2018

Have you ever used an air mattress that had a leak in it? You probably felt the impact of that leak as you sank lower and lower towards the ground. And yet, wasn’t it impossible to find the source of that leak?

We can go through a similar experience with our budgets. Thousands of dollars could be sucked away over time, and yet we’re not really sure where all of that money went. It’s almost as though we have several tiny leaks in our budgets.

There are three sources of these financial leaks. In this episode, John Smallwood reveals the source of these financial leaks and explains how you can take control and keep more money in your pockets.