Big Beautiful Bill
Video Posted: June 18, 2025 I want to jump in and hit something about this Big Beautiful Bill that’s out here. I want to hit something about SALT deduction. I want to hit something about your personal wallet and the taxes that we pay. In wealth management, everything that we do is basically reactionary, right? We […]
Formula to Build Wealth in 2025 | Smallwood Wealth
Video Posted: January 2, 2025 If you could visualize this formula, it’s only successful if you wrap it with a wealth mindset. Each financial decision is not isolated by itself; it has to be looked at in relation to something else in your overall plan. Most people don’t see the big picture, and that’s what I […]
The Secret to Smarter Spending
Video Posted: May 28, 2025 This is John Smallwood, and we are back on Money Isn’t. Today I’m excited about the topic that I wanted to have a conversation about. In my book It’s Your Wealth—Keep It, Amazon bestseller, I did a chapter on the psychology of the savings rate. When I wrote that chapter, I […]
What You Should Know About Life Insurance | Smallwood
Video Posted: May 14, 2025 Hey, it’s John Smallwood, and I am back on Money Isn’t. I am continuing the conversation on life insurance. Hopefully, you have found these to be of value. I am seeing some interesting comments which I truly appreciate. The question I get a lot is: “okay, I kind of get […]
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 […]
Financial Principles Everyone Should Know | Smallwood
Video Posted: July 3, 2024 Hello, it’s John Smallwood. I recently was down in Florida visiting my mother and was going through some of my old business partner’s stuff—my father, John P. Smallwood—and stumbled across a bunch of charts that are about 10 years old. They had a lot more data than what I was […]