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Description

Most people think they need better investments to build wealth. What they actually need is a better plan. In this episode, John Smallwood breaks down how small financial leaks like  overspending, poor tax planning, uncoordinated strategies, quietly destroy long-term wealth.

You’ll learn how to align your saving, spending, and income into a system that builds momentum. It’s not about picking the perfect product. It’s about making your money work together.

If you want to grow your net worth without guessing, this episode is for you.

Chapters

(00:00) Introduction to Wealth Accumulation and Financial Psychology

(11:08) Mastering Wealth Management by Identifying Financial Leaks

(18:11) Swinging for Wealth: Why Coordination Matters More Than Products

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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 offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Headquartered at 2687 44th St. SE Kentwood, MI 49512. Regulus Financial Group, LLC 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.