DiscoverMoney Isn'tSecrets to Financial Freedom (On Luminary Talks) | Ep 4
Secrets to Financial Freedom (On Luminary Talks) | Ep 4

Secrets to Financial Freedom (On Luminary Talks) | Ep 4

Update: 2024-06-26
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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!


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➤ 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.




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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.

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Secrets to Financial Freedom (On Luminary Talks) | Ep 4

Secrets to Financial Freedom (On Luminary Talks) | Ep 4

John L. Smallwood