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 […]
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 […]
Is $1 Million Enough for Retirement? | Smallwood
Video Posted: February 5, 2025 John: This is John Smallwood, and I am back on the Money Isn’t Podcast. I am joined by Rob Marks, who is a certified financial planner and a wealth adviser here at Smallwood Wealth. Today, we’re going to dive into a topic called the 4% rule. This applies to people […]