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 […]
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 […]