DiscoverMoney Isn't#31: Building Wealth The Right Way
#31: Building Wealth The Right Way

#31: Building Wealth The Right Way

Update: 2024-12-17
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Wealth isn’t just about numbers—it’s 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 you’ve 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!




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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.

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#31: Building Wealth The Right Way

#31: Building Wealth The Right Way

John L. Smallwood