December 11, 2017
No matter what aspect of financial planning, there are positive pressures and negative pressures. We have positive pressures such as savings rates, lottery winnings, inheritance, positive interest, etc. Then there are things that will try to bring our wealth down such as taxes, transaction costs, inflation, etc. Wealth is under pressure all the time whether good or bad. The question is how can we balance it so that you have more positive pressure and less negative pressure?
Learn more about wealth under pressure in this podcast:
December 5, 2017
In this episode we learn more about John Smallwood, Certified Financial Planner, specializing in strategies to reduce the pressure on key areas of people’s wealth.
John started college as an accounting major and realized that the field wasn’t really for him. He attended an economics class and started a path towards in financial planning. Growing up, his father was involved in the industry and he realized that he wanted to help people and build a long-term plan together.
Learn more about John Smallwood and Smallwood Wealth Management in this podcast: