DiscoverMoney Isn't
Money Isn't
Author: John L. Smallwood
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ยฉ John L. Smallwood
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You know what money is -- but here's what money isn't... Financial literacy isn't taught, it's earned. Tune in to Money I$n't to learn the insider details on how money works, planning, and building wealth. This show shouldn't be free, but gatekeeping secrets is boring. So here's what money isnโt... Hosted by John L. Smallwood, CFPยฎ, President and Senior Wealth Advisor at Smallwood Wealth Management, with over 30 years of experience. Author of bestsellers ๐๐ต'๐ด ๐ ๐ฐ๐ถ๐ณ ๐๐ฆ๐ข๐ญ๐ต๐ฉ - ๐๐ฆ๐ฆ๐ฑ ๐๐ต and 5 ๐๐ข๐บ๐ด ๐ ๐ฐ๐ถ๐ณ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐ช๐ด ๐๐ฏ๐ฅ๐ฆ๐ณ ๐๐ต๐ต๐ข๐ค๐ฌ.
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From the ring to real estate, dive into the journey of overcoming financial struggles, shifting mindsets, and embracing personal growth. Explore how early money beliefs and emotional intelligence shape wealth-building decisions, with actionable insights to transform your approach to success.
Michael Mahoney, former boxer and real estate entrepreneur, shares his inspiring story of resilience and reinvention. He discusses navigating the challenges of short-term rental arbitrage, lessons from Las Vegas during the pandemic, and the critical role of mindset in achieving holistic success. As a performance coach and CEO of Edutive, Michael's insights will leave you empowered to take charge of your financial and personal future.
Chapters
(00:00) Intro
(01:56) Boxing to Real Estate: Michaelโs Journey
(13:41) Overcoming Real Estate Challenges
(20:58) Las Vegas and the Pandemicโs Impact
(27:14) Shadows and Transformation
(40:43) Financial Mindset Breakthroughs
(51:19) Personal Development and Unlocking Potential
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Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Are you ready to master wealth-building in 2025? In this episode, we unveil the ultimate formula for financial success by aligning your income, savings rate, and lifestyle to create sustainable wealth. Discover how adopting a wealth mindset transforms not just your bank account but your entire approach to financial planning. Most people wait for more money to start planning, but this mindset can leave you stuck. Learn how to break free, optimize your financial elements, and achieve the freedom you deserve.
John Smallwood, a leading expert in wealth management, explains why balance and consistency are the secrets to compounding wealth over time. By understanding the interplay between income, tax optimization, and long-term strategies, youโll gain the tools to unlock exponential growth. Whether youโre new to wealth-building or refining your strategy, this episode is packed with actionable insights to take your finances to the next level.
Chapters:
(00:00) Introduction: The Only Formula You Need to Build Wealth in 2025
(02:00) Aligning Income, Savings, and Lifestyle for Success
(06:30) Mastering Tax Balance and Long-Term Wealth Strategies
(10:00) Wrapping It All with a Wealth Mindset
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Want to maximize your retirement savings and secure your financial future? In this episode, financial expert John L Smallwood challenges traditional retirement planning assumptions and reveals lesser-known strategies for wealth building. Discover why your current 401(k) and IRA approach might be costing you in hidden fees and taxes, and learn how smart term life insurance decisions could dramatically impact your wealth preservation. From insurance conversion tactics to tax-efficient investing tips, Smallwood breaks down complex concepts into actionable insights. Whether you're starting your financial journey or looking to enhance your current strategy, these powerful perspectives on insurance timing and tax advantages could reshape how you think about building long-term wealth.
Chapters
(00:00) Intro
(09:40) Navigating Life Insurance Choices and Quality
(12:03) Understanding Wealth Accumulation and Financial
(37:09) Rethinking Financial Planning for a Secure Retirement
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Are you ready for the AI revolution? This episode dives into how cutting-edge technologies like AI, robotics, and genetics are reshaping industries and unlocking human potential. Learn how you can leverage these innovations to stay ahead in a rapidly evolving world.
Jonathan Foltz, a futurist and serial entrepreneur with over 30 companies and $100 million in revenue, shares insights on the GNR revolution (genetics, nanotechnology, and robotics), conscious leadership, and the future of artificial general intelligence (AGI). Discover how AI can enhance creativity, streamline business operations, and bridge generational gaps.
Tune in to explore practical strategies for adopting AI early, fostering collaboration, and driving personal and professional growth.
Chapters
(00:00) Intro
(01:35) Embracing the AI Revolution
(17:00) Embracing AI for Everyday Enhancement
(21:03) Harnessing Human Potential Through AI
(38:02) Authenticity in the Age of Web3
(43:29) Navigating the Future of AGI
(54:05) Bridging Generations Through AI Learning
(56:24) Unleashing Creativity and Automating Business with AI
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Wealth isnโt just about numbersโitโs about mindset, strategy, and adaptability. In this episode, John Smallwood, financial advisor and wealth-building expert, dives deep into the essentials of creating a flexible, long-term financial plan.
Discover how to proactively navigate the complexities of wealth accumulation, adapt to changing incomes, and overcome fears that can derail your financial success. John shares practical advice on aligning your financial behavior with your goals and highlights why regular reviews are essential to staying on track.
If youโve ever wondered how to build wealth in a way that works for your unique journey, this conversation is a must-watch.
Chapters
(00:00) Intro
(02:12) Comprehensive Wealth Building Strategies and Mindset
(26:13) Adapting Financial Plans for Changing Incomes
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
In this episode of Money Isn't, Salvatore DiBianca, a high-level executive at Bristol Myers, shares his incredible journey through corporate success, international business, and financial transformation. Salโs story highlights the importance of informed financial decision-making, from navigating the complexities of a Medicare trust to planning a smooth and fulfilling retirement.
This conversation is not just an inspiring career story but also a testament to the value of seeking expert guidance for financial success. Sal's collaboration with knowledgeable advisors at critical moments in his life empowered him to overcome challenges and achieve his goals. Whether you're working toward financial independence or preparing for retirement, this episode underscores how Smallwood Wealth Management can be the trusted partner to help you thrive.
Chapters
0:00 Introduction
1:44 Navigating Career Complexities
22:13 The Joys and Challenges of Global Work Travel
23:53 Navigating Manufacturing in China
32:15 Food Safety Concerns While Traveling
34:27 Exploring Solitude in Travel
38:35 Navigating Career and Family Dynamics
51:51 Evolving Quality Control in Manufacturing
58:04 Retirement: From Boats to Beach Houses
1:01:08 Navigating Finances and Fulfillment
Learn how thoughtful financial strategies and expert advice can help you balance career, family, and personal fulfillment. Salโs journey is a reminder that with the right guidance, financial freedom is within reach.
Inspired by Salโs story? Connect with Smallwood Wealth Management to take control of your financial future. Visit us online or book a call today to learn more.
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Retirement planning is more than just savingโitโs about navigating complex distribution challenges that can make or break your financial future. In this episode, we explore the critical components of successful retirement distribution, including the impact of longevity, inflation, and market volatility on your retirement funds.
Learn how strategic financial planning and diversification of your investment portfolio can protect against economic uncertainties while maximizing your long-term stability. Whether you're approaching retirement or rethinking your current strategy, this conversation will equip you with the insights and tools to adapt to changing economic conditions and secure a sustainable, fulfilling retirement.
Chapters
(00:00) Intro
(02:12) Navigating Retirement Distribution Challenges
(22:12) Strategic Retirement Planning and Asset Diversification
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Does trauma shape your financial future? In this episode of Money Isnโt, Ilene Smithโa trauma healer, author, and creator of The Truth Methodโreveals the hidden link between past experiences and your financial well-being.
Discover how childhood trauma and family dynamics impact your relationship with money. Ilene shares actionable insights into breaking free from financial fears, redefining self-worth, and embracing abundance. Through powerful stories and her innovative approach to healing, Ilene helps uncover the emotional barriers keeping you from true financial empowerment.
If youโve ever felt trapped in cycles of scarcity or unsure how to build a healthier relationship with wealth, this conversation will change your perspective on money, trauma, and success.
Chapters
00:00 Intro
01:31 The Trauma-Money Connection
10:27 Breaking Free from Financial Fears
25:57 Conquering Self-Betrayal
44:27 Emotional Dynamics of Wealth
54:01 The Lasting Impact of Trauma on Family Dynamics
55:47 The Emotional Journey of Ownership
01:02:39 Building a Course on Financial Empowerment and Self-Discovery
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Can a candle change your life? Discover how soy candles, sustainability, and creative passion turned a COVID side hustle into a thriving business. Learn the secrets behind branding, customer loyalty, and navigating small business challenges. Nicole Andrick and Jason Pontillo, co-founders of Catskill Candle Studio, share their journey from experimenting with candle-making in their kitchen to building a beloved brand rooted in the Catskills. What started as a creative distraction during the COVID pandemic has evolved into a sustainable business fueled by passion, adaptability, and an unwavering commitment to quality.
Nicole and Jason dive into the challenges and triumphs of entrepreneurship, from crafting 100% soy candles to cultivating customer loyalty and navigating pricing strategies. They also reveal how thoughtful branding and partnerships helped turn their side hustle into a full-fledged creative business. Whether you're a candle lover or an aspiring entrepreneur, this conversation is a must-listen for anyone seeking inspiration to transform their passion into a purposeful legacy.
Chapters:
(00:00) Intro
(04:56) A Journey from Distraction to Brand Success
(06:30) From Kitchen to Studio: The Candle-Making Journey
(13:25) Igniting a Candle Business
(25:57) Navigating the Launch of a Creative Business
Follow Catskill Candle Studio:
Instagram: https://www.instagram.com/catskillscandlestudio
Facebook: https://www.facebook.com/catskillscandlestudio
TikTok: https://www.tiktok.com/@catskillscandlestudio
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
What if your paycheck wasnโt enough to keep a roof over your head? In this episode of Money Isnโt, John Smallwood sits down with Carolyn Eyerman, Executive Director of Love Thy Neighbor, to uncover the realities of Monmouth Countyโs housing crisis and the incredible ways her organization is stepping in to help.
Carolyn shares the moving story of a formerly homeless man who now gives back to others, the ongoing struggle of the working poor, and how Love Thy Neighbor is bridging the gap between faith and community action. From rental assistance to supporting isolated veterans and elderly individuals, this episode highlights the power of compassion and connection in creating lasting change.
With nearly 5,000 requests served annually and a network of 145 churches and 45 community agencies, Love Thy Neighbor is making a measurable impact in lives and communities every day.
Chapters:
(00:00) Intro
(04:06) Bridging Needs: Faith and Community Support
(08:42) From Prayer to Community Action
(19:19) Navigating Resources for Veterans
(21:02) Community Event Highlights and Support for Vulnerable Populations
(22:42) The Power of Connection: Supporting the Isolated
Discover the hope, resilience, and humanity at the heart of Love Thy Neighborโs mission. Visit their website to learn more: https://www.lovethyneighbornj.org
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!
-------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Financial literacy isn't taught, it's earned. Watch Money I$n't and learn the insider baseball about how money works, how to plan, and how to start building wealth.
This show shouldn't be free, but gatekeeping secrets is boring. So here's what money isnโt...
Welcome to the Money I$n't podcast hosted by John L. Smallwood, CFPยฎ. John is the President and Senior Wealth Advisor at Smallwood Wealth Management and has more than 30 years of experience in the field.
He is the author of the best-selling book on Amazon ๐๐ต'๐ด ๐ ๐ฐ๐ถ๐ณ ๐๐ฆ๐ข๐ญ๐ต๐ฉ - ๐๐ฆ๐ฆ๐ฑ ๐๐ต, as well as 5 ๐๐ข๐บ๐ด ๐ ๐ฐ๐ถ๐ณ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐ช๐ด ๐๐ฏ๐ฅ๐ฆ๐ณ ๐๐ต๐ต๐ข๐ค๐ฌ and has lectured extensively on wealth management.
Like... Subscribe... and let us know in the comments what topics you want to hear John cover on the show!
Learn more at smallwoodassociates.com or reach out at (800)797-1000 today.
๐๐ฆ๐ค๐ถ๐ณ๐ช๐ต๐ช๐ฆ๐ด ๐ฐ๐ง๐ง๐ฆ๐ณ๐ฆ๐ฅ ๐ต๐ฉ๐ณ๐ฐ๐ถ๐จ๐ฉ ๐๐ถ๐ณ๐ด๐ฉ๐ฆ ๐๐ข๐ฑ๐ญ๐ข๐ฏ ๐๐ต๐ฆ๐ณ๐ญ๐ช๐ฏ๐จ ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด, ๐๐ฆ๐ฎ๐ฃ๐ฆ๐ณ ๐๐๐๐๐/๐๐๐๐. ๐๐ถ๐ณ๐ด๐ฉ๐ฆ ๐๐ข๐ฑ๐ญ๐ข๐ฏ ๐๐ต๐ฆ๐ณ๐ญ๐ช๐ฏ๐จ ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต๐ด ๐ข๐ฏ๐ฅ ๐๐ฎ๐ข๐ญ๐ญ๐ธ๐ฐ๐ฐ๐ฅ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ฎ๐ฆ๐ฏ๐ต ๐๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต, ๐๐๐ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ข๐ง๐ง๐ช๐ญ๐ช๐ข๐ต๐ฆ๐ฅ ๐ค๐ฐ๐ฎ๐ฑ๐ข๐ฏ๐ช๐ฆ๐ด.
In this special Veterans Day episode of Money Isnโt, we welcome Todd Wesche, an attorney dedicated to helping veterans navigate the complex VA system and secure the disability benefits they deserve. Todd reveals the hidden challenges veterans faceโfrom battling stigmas around seeking support to overcoming the frustrating bureaucracy of the claims process. He sheds light on the powerful impact these benefits can have, not only financially but also for mental health and overall quality of life.
With real stories and actionable advice, Todd empowers veterans to reclaim their rights, helping them understand disability ratings, bust myths around eligibility, and explore a wide range of benefits, from healthcare to financial assistance. This conversation serves as a practical guide for veterans, breaking down the VA systemโs complexities to open doors for a better future.
Chapters:
(00:00) Intro
(01:33) Navigating Veteran Benefits and Mental Health
(05:30) Understanding Veteransโ Benefits
(13:55) Understanding Disability Ratings for Veterans
(17:48) Navigating More Military Disability Benefits
(38:50) Unlocking Financial Potential from Disability Claims
(40:26) Empowering Veterans: Accessing Benefits
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!
------------------------------------------------------------------
Work with Smallwood Wealth Management
Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Ever wondered what it takes to turn a YouTube channel into a multi-million-subscriber powerhouse? Brady Edwards, former MrBeast Video Director and now CEO of BIGGEST AGENCY, joins the Money Isnโt Podcast to pull back the curtain on the strategies behind explosive digital content growth. From crafting the perfect video hook to building authentic audience engagement, Brady shares the real playbook for making money online without sacrificing your brandโs integrity.
In this episode, Brady dives into his journey of building a YouTube brand from 25 to 75 million subscribers, breaking down the art of viral content strategy and why genuine audience relationships are the ultimate currency. Youโll learn the psychology behind those crucial first few seconds of a video, how to navigate sponsorship alignment, and the power of authentic storytelling as a monetization tool. Plus, Brady explores how creators can strengthen audience bonds through merchandise and brand building.
Whether youโre a content creator looking to level up, a digital marketer, or a business leader eager to harness social media growth, this episode is packed with actionable insights to fuel your online revenue strategy.
Chapters:
(00:00) Intro
(01:34) Navigating the Digital Content Landscape
(17:51) The Psychology of Engaging Video Intros
(19:35) Navigating Relevant Sponsorships in Influencer Marketing
(21:11) Niche Skills and Branding in Content Creation
(26:44) The Connection Between Creators and Their Audience
(28:28) The Branding Landscape in Podcasting
(41:41) The Pursuit of Growth and Authenticity
Connect with Brady:
Instagram: https://www.instagram.com/bradydeluxe
BIGGEST AGENCY: https://www.instagram.com/biggestagency
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!
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Learn more about Smallwood Wealth: https://smallwoodassociates.com
Schedule a free 15 minute introduction: https://go.oncehub.com/15MinuteIntroduction
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/SmallwoodWealthManagement
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Are your retirement savings prepared for rising taxes? With tax law changes on the horizon, retirees could face significant tax risks. This episode breaks down proactive tax planning strategies to help protect your wealth and optimize your financial future before the 2017 tax cuts expire. We dive into the potential impacts of upcoming tax law changes and reveal simple, actionable strategies to safeguard your retirement from rising taxes. From understanding tax risks to choosing the right accounts, youโll learn how proactive tax planning can help you stay in control of your financial future.
Chapters
(00:00) Introduction
(02:15) Understanding the Impending Tax Law Changes and Their Impact on Retirees
(18:18) Proactive Wealth Management Through Tax Planning
With personal stories and a touch of humor, weโre making tax planning more relatable, insightful, and less overwhelming!
Ready to take control? Hit LIKE, SUBSCRIBE, and share your thoughts in the comments. Got questions on tax planning? Drop them belowโweโre here to help!
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โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
John Madsen, known as the "most hated man in fitness" for his controversial ads, didnโt need high school football to make it to the NFLโand he didnโt stop there. After his NFL career, he transformed his success into a $20M fitness business, Supra Human, focused on high-performance coaching for elite business leaders. In this episode, Madsen shares how he built Supra Human, his unique approach to fitness entrepreneurship, and why investing in health is critical for both longevity and financial success.
This is more than a fitness story. Itโs a masterclass in business mindset transformation, client psychology, and how Supra Human personally helped host John Smallwood transform his health. If you're looking to scale your business and improve your life through fitness, Madsenโs insights into fitness mindset shifts and longevity will challenge you to rethink whatโs possible.
Chapters:
(00:00) Intro
(02:21) From NFL Dreams to Financial Freedom
(24:56) Tax Strategies for Individuals and Business Owners
(26:32) The Struggles of Maintaining Weight Loss and Fitness
(28:13) Scaling Success in Fitness Entrepreneurship
(39:40) Pursuing Transformation and Longevity
(43:21) Investing in Health and Longevity
(56:24) Empowering Team Members for Business Growth
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!
Check out John Madsen's YouTube Channel: ย @iamjohnmadsenย
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โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.
Connect with Us On Social Media
โข Instagram: https://www.instagram.com/smallwoodwealth
โข LinkedIn: https://www.linkedin.com/in/john-l-smallwood
โข 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Are you optimizing your bond investments in today's fluctuating market? In this episode of Money Isn't, John Smallwood dives deep into the intricate world of fixed income investments and explains how interest rate dynamics directly shape bond valuations. Discover the nuances of yield chasing and learn the best strategies for selecting the right bond maturity to suit your financial goals. John also highlights the importance of asset allocation in managing investment risks, ensuring stable retirement income even amidst fluctuating interest rates.
Chapters:
(00:00) Introduction
Enjoyed this episode? Donโt forget to subscribe, hit the like button, and drop your thoughts in the comments. Stay tuned for more expert advice on mastering your investments and securing a solid financial future!
------------------------------------------------------------------
โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
In this episode of Money Isn't, host John Smallwood sits down with William Lam, founder of UPGRDยฎ, to discuss the power of breaking limiting beliefs and how advanced Neuro-Linguistic Programming (NLP) techniques can lead to financial freedom. Discover how shifting your money mindset can unlock higher cognitive abilities and create lasting wealth. They explore the impact of survival mode on your financial decisions, the importance of long-term vision in wealth creation, and how circulating money can lead to greater happiness. William shares strategies for integrating financial knowledge with practical actions, along with insights on educating future leaders through innovative approaches. Donโt miss this deep dive into transforming personal growth and financial empowerment!
Chapters:
00:00 โ Introduction
01:42 โ Evolving Perspectives on NLP and Financial Integrations
07:20 โ Transformative Journeys: From Limitations to Empowerment
26:18 โ The Magic of Money in Modern Life
32:07 โ Unlocking Longevity Through Technology and Education
38:26 โ Transforming Education for Future Leaders
48:30 โ The Importance of Long-Term Vision for True Freedom
Enjoyed the episode? Make sure to like, subscribe, and leave a comment with your thoughts!
------------------------------------------------------------------
โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
In this episode of Money Isnโt, we explore how interest rate changes and inflation are shaping todayโs economic landscape, directly influencing wealth management strategies and mortgage affordability. With interest rates currently at 5.38%, we dive into the real estate market dynamics, discussing how potential rate cuts could impact consumer behavior, create market rallies, and influence mortgage refinancing options. We also tackle the upcoming tax legislation risks, which pose significant challenges to retirees by reducing their disposable income and complicating financial planning. Whether you're navigating the complexities of tax changes or strategizing around economic uncertainty, this episode provides critical insights for safeguarding your financial future.
Chapters:
0:00 Intro
1:05 The Ripple Effects of Interest Rate Changes
15:12 Navigating Interest Rates and Tax Risks in Wealth Management
Understanding how interest rate changes and tax legislation impact mortgage affordability and retirement income is key to effective financial planning and wealth management. With economic uncertainty ahead, having a strategic plan in place is more important than ever.
Enjoyed this episode? Make sure to like, subscribe, and leave a comment with your thoughts. Donโt miss out on more insights into wealth management, tax risks, and navigating interest rate changes in today's economy.
------------------------------------------------------------------
โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
In this episode of Money Isnโt, Dean Graziano joins us to dive deep into the complex world of Medicare, from enrollment to choosing the right Medicare Advantage and prescription drug plans. We explore the financial implications of Medicare Part B, Part D, and Medicare supplement plans, and how recent drug price negotiations aim to lower healthcare expenses for retirees. Understanding these aspects is crucial for retirement planning, helping you avoid costly Medicare penalties and out-of-pocket surprises. Learn why proactive healthcare planning and financial foresight are key to securing your medical future and saving on healthcare costs.
Chapters:
0:00 Introduction
1:32 A Guide for New Beneficiaries
16:30 Navigating Medicare: A Comprehensive Guide
30:14 Medicare Advantage and Drug Price Negotiations
34:58 Medicare Savings and Economic Impact
40:40 The Importance of Proactive Healthcare Planning
43:01 Medicare and State Relocation
50:05 Effective Medicare Planning and Financial Peace of Mind
Not enrolling in Medicare Part B can lead to significant penalties, and choosing the right Medicare Part D plan is essential to manage healthcare expenses effectively. Properly navigating Medicare supplement plans and making financial planning part of your retirement strategy can help you achieve financial foresight and peace of mind.
Enjoyed this episode? Make sure to like, subscribe, and leave a comment with your thoughts. Donโt miss future insights on Medicare, retirement planning, and how to save on healthcare costs!
------------------------------------------------------------------
โค Book an Appointment: https://oncehub.com/wealthcurvejourney
โค Join Our Next Webinar: http://smallwoodwealth.com/smallwood-webinars
โค 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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
In this episode of Money Isnโt, we explore how market volatility and consumer sentiment shape investor behavior, often leading to emotional reactions like panic selling during downturns. Discover why having a solid financial plan is crucial, especially during turbulent markets, and how you can create a strategic financial plan to safeguard your retirement security. Learn how to manage emotional investing and turn market corrections into opportunities rather than setbacks.
Consumer sentiment significantly influences investment behavior, with emotions often driving poor financial decisions during market downturns. A well-structured financial plan helps investors stay disciplined and maintain focus amidst market fluctuations. By establishing a strategic financial plan, you can not only weather the storm but also seize investment opportunities during turbulent markets. This episode will empower you to take control of your financial future and ensure long-term retirement success.
Chapters:
0:00 Introduction
7:34 Market Volatility: The Importance of a Solid Financial Plan
15:01 The Importance of Strategic Planning
Deep Dives:
The Role of Consumer Sentiment in Investment Decisions
Understanding Market Volatility and Emotional Investing
Establishing a Robust Financial Plan for Long-Term Success
Donโt let market risk and fear dictate your financial choices. This episode provides valuable insights into how to navigate volatile markets with confidence, helping you stay on track toward your financial and retirement goals.
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.
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.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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