Wealth Lessons from a Young Entrepreneur | Smallwood
Video Posted: October 15, 2025 JOHN: I’m talking to BRAVEN GRANT. We’re talking about your company today, Gains. You’d personally made a million dollars taxable—felt excited for maybe five seconds. BRAVEN: Then I knew the taxes that were coming as a part of it. I really thought a million dollars would do something for me. […]
Estate Planning Mistakes to Avoid | Smallwood Wealth
Video Posted: October 8, 2025 John: People ask me all the time, “Should I give my house to my kids while I’m alive?” My answer is always no. Please don’t do that. You’ll lose the step-up in basis, and you’ll also expose your home to your kids’ creditors. Michael: Exactly. So many people come in […]
Why Business Owners Never See Real Profit | Smallwood
https://www.youtube.com/watch?v=YKb4OOMKxSs Video Posted: October 1, 2025 Profit Is a Choice If a business fails, that doesn’t make the owner a failure—it just means the model didn’t work. That’s an important distinction. As Michelle Williams explained, she had to learn how to separate herself from her business. John: Most business owners aren’t looking at the big […]
How to Maximize Profits in Your Company | Smallwood
Video Posted: August 13, 2025 My goal in this conversation is to get you thinking strategically about how to make your business more profitable, how to pull more money out of the business, and how to maximize value when you go to sell. If you can sell for maximum value and accumulate more money along […]
Hidden Portfolio Risks That Can Hurt Returns | Smallwood
Video Posted: Jul 23, 2025 Today, I have a concept that I want to talk about. There’s something in financial planning and the way we think about money that bothers me. And it has to do with time in the market and the volatility of a market. I’m recording a screen here from JP Morgan […]
Want to Retire Tax Free?
Video Posted: Jul 16, 2025 This is John Smallwood, and I want to welcome you back to the Money Isn’t podcast. Today, I’m going to be diving into the concept of Social Security taxation. When Social Security first came out, all of the income that somebody would receive from Social Security was tax-free. It wasn’t […]
First Step to Real Financial Security | Smallwood
Video Posted: Jul 30, 2025 This is John Smallwood, and I am back on Money Isn’t, and today I want to address how so many people spend first and think they’re going to make a plan later. And I find that to be reverse engineering. There’s a concept out there in which I get ready, […]
S&P 500 Concentration Risk in Retirement | Smallwood
Video Posted: Jul 2, 2025 Before I jump into today’s presentation, I want to say thank you. There is an incredible number of subscribers at this point of the recording, and when I do these, I am trying to bring as much relevant value and efficiency to your thinking into the people who are listening […]
What To Do During Market Volatility
Video Posted: February 19, 2025 John: This is John Smallwood, and we are back on Money Isn’t, and I have Rob Marks on again. Welcome back, Rob. Now, for those of you here for the first time, Rob is a wealth advisor at Smallwood Wealth Management. He’s been with me since 2017, came as an intern […]
How Business Owners Destroy Long-Term Wealth | Smallwood
Video Posted: June 11, 2025 This is John Smallwood, and I am back on the Money Isn’t podcast. I am very excited about my topic today. It is something that I can’t believe how good it was. Dating back to 1995, my father and I, as business partners, did what’s called an “audio business card.” This […]