Wealthy Financial Decisions You Wouldn't Expect

Money Isn't Podcast
Money Isn't Podcast
95
0
Published 2024-06-19
Get ready for an insightful episode where John Smallwood joins Robb Thompson on ‪@luminarytalkspod‬.

This two part discussion cuts through the financial jargon to offer clear, actionable advice on aligning financial goals with personal aspirations and optimizing lifestyle choices for future prosperity. It's an invaluable guide for anyone looking to enhance their financial well-being and secure a prosperous future.

Tune in as host Robb Thompson and John share insights into smart wealth management practices that promise not just to manage but to multiply your resources. This episode is your first step toward financial freedom and success.

Chapters
(00:00) - Introduction
(02:20) - Navigating the Complexities of Financial Planning
(10:16) - Exploring the Essence of Wealth Management
(12:52) - Embracing Financial Responsibility
(18:36) - Maximizing Company Benefits and Lifestyle Choices

Get your copy of Robb's new book "Unlocking Relationship Capital" today at ⁠⁠⁠⁠⁠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!

------------------------------------------------------------------

➤ Book an Appointment: oncehub.com/wealthcurvejourney

➤ Join Our Next Webinar: smallwoodwealth.com/smallwood-webinars

➤ To talk to a Financial Advisor call (800) 797-1000 for a 30-minute no-cost introduction.

Connect with Us On Social Media
• Instagram: www.instagram.com/smallwoodwealth
• LinkedIn: www.linkedin.com/in/john-l-smallwood
• Facebook: www.facebook.com/298893443562447
• Twitter: twitter.com/smallwoodwealth

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.
All Comments (7)
  • @news1676
    Hey, I recently came across your YouTube channel and was impressed by the quality of your content. However, after conducting a comprehensive analysis, I noticed there is room for improvement for your YouTube channel to get more visitors and subscribers. • Your Video Title and description needs to be improved • You need to use more relevant tags and keywords • Organic promotion of Top social media • High-ranking tag setup (keyword, hashtag) If you want I can do a free YouTube channel audit for you for your better understanding.