Your Wealth Curve
Summary: CERTIFIED FINANCIAL PLANNERTM Professional John Smallwood has taken his over 20 years of experience in the financial industry and used it to develop the concept of the Wealth Curve. Each of us as investors has pressure either pushing our wealth curve up or pushing it down. These pressures, both positive and negative, are constantly forcing us to reevaluate our total wealth plan and to make changes as necessary. In Your Wealth Curve, John discusses topics relating to these pressures on our wealth curve with industry experts to help you understand their effect on your wealth and to use this knowledge to come up with your perfect financial plan.
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- Artist: John Smallwood
Podcasts:
Typically when we discuss a topic in the episodes of Your Wealth Curve, I call in an expert in that field to lend their expertise. In this episode, I am calling on myself as the expert. Our topic is life insurance, which is something I have accumulated a wealth of knowledge on over the years […]
My guest in this episode of Your Wealth Curve is Scott Bunker, a general agent with Ameritas specializing in individual disability insurance policies. We asked Scott to join us today to delve deeper into the topic of disability insurance coverage, which was previously covered in Episode 2. Scott helps us to figure out the […]
In Episode 6 of Your Wealth Curve, I once again sit down with attorney Brad Shalit of Connell Foley in N.J. to examine more closely the concept of a trust in your estate planning and how it can provide protection for your assets. Brad suggests to a large majority of his clients to set […]
In this episode of Your Wealth Curve, I sit down for a discussion on estate planning with attorney Brad Shalit, a partner in the taxation and estate planning group at Connell Foley LLP, one of New Jersey’s largest and most respected firms. Brad’s practice focuses on tax planning, specializing in estate planning and asset […]
Protecting Yourself from the Cost of Long-Term Care In this episode of Your Wealth Curve, I sit down with Susan Kobara of Commonwealth Financial in San Diego, CA, for a discussion on long-term care insurance. Susan joined Commonwealth in 2008 as their expert and primary point of contact for long-term care insurance after working for […]
In episode 5 of Your Wealth Curve, I had the pleasure of sitting down with Darryn Silver-Murdoch, a reverse mortgage specialist and certified senior advisor, to discuss the facts about reverse mortgage and how it can be a useful tool in your retirement plan. With over 10 years’ experience in the reverse mortgage field, […]
Active Management in Your Portfolio In this episode of Your Wealth Curve I sit down with Andrew Hanlon of Hanlon Investment Management to talk about active, or tactical, asset management as part of the investor’s portfolio. Hanlon, located in Egg Harbor Township, N.J., was founded in 1999 and currently manages about $4.4 billion of assets. […]
The Importance of Disability Insurance in Your Financial Plan I recently visited the home offices of Ohio National Financial Services in Cincinnati, Ohio, to discuss the importance of having a disability insurance policy with Jeff Wheatley, a disability income specialist there. Jeff has been in the disability insurance business since 1978, in both policy sales […]
Passive Strategy in Your Portfolio Recently, I had the pleasure of meeting with Patrick A. Sweeny, co-founder and principal of Symmetry Partners, LLC based in Glastonbury, CT. An investent advisory firm registered with the Securities and Exchange Commission, Symmetry offers strategically allocated, broadly diversified portfolios for the clients of independent financial advisors across the country. I […]
