PODCAST · business
Money Isn't
by John L. Smallwood
John L. Smallwood, Certified Financial Planner™ and President of Smallwood Wealth Management, is a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at Berkeley and John Hopkins University to name a few. In this show, he reveals wealth management strategies from financial planning, business ownership, estate planning, insurance, and many more - bringing to light insights that listeners can use to gain financial confidence and clarity.
Episodes
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#83: How Whole Life Insurance Actually Works as a Wealth Tool
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Whole life insurance is often dismissed as expensive or unnecessary, but when structured properly, it can become one of the most powerful tools in a long-term financial plan. In this episode...
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#82: Why Early Perspective Shifts Create True Wealth with Stephan Lowy
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! The biggest wealth opportunities reward those who shift perspective and execute early. In this episode of Money Isn’t, John Smallwood sits down with serial entrepreneur Stephan Lowy, who...
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#81: The Business Principles That Keep Local Retail Alive with Angela courtney
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! People say that retail is dying, but Angela Courtney shows how service based businesses can still thrive when you own your niche, own your building, and take full ownership of your future.…
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#80: Why High-Net-Worth Families Use Charitable Planning with Jackie Bartley
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Charitable giving is not just about generosity. Done right, it is one of the most powerful tax and estate planning tools you have.. In this episode, John Smallwood is joined by Jacqueline M....
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#79: Stopping Business Wealth Leaks with John DeCausmaker
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners are losing profit from problems they never see coming, not the economy, not competitors, but their own operations. In this episode, John Smallwood sits down with John...
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#78: Using Fear as a Success-Building Tool with Akshay & Melissa
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What can 60 days alone in Antarctica teach you about success, discipline, and the courage to become your full self? In this episode of The Money Isn’t Podcast, John Smallwood sits down with...
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#77 VA Disability Explained: What Veterans Are Missing With Todd Wesche
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Thousands of veterans are working hard while ignoring the benefits that could change their financial future overnight. VA attorney and disabled veteran Todd Wesche helps service members…
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#76: How The Elite Think About Wealth with William Lam
Many entrepreneurs don’t hit a ceiling because of their business but because of their mindset. William Lam is the founder of UPGRD, a performance company that helps entrepreneurs, investors, and wealth advisors reprogram the mindset patterns holding back their success. His work with top industry...
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#75: Creating True Business Efficiency With Mike Arce
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners mistake movement for progress and it’s costing them real profit. In this episode of Money Isn’t, John Smallwood sits down with Mike Arce, founder of Loud Rumor and host…
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#74: How to Build Real Wealth Through Multifamily Investing With Adam Williams
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Adam Williams is the Co-Founder and CEO of Elevest Capital, a private equity firm specializing in the acquisition and capital raising of multifamily real estate assets. With over 20 years of...
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#73: Scaling His Business to $30M before 30 with Braven Grant
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! In this episode of Money Isn’t, John Smallwood sits down with Braven Grant, founder of GAINS, a natural supplement company revolutionizing creatine and holistic performance products. Braven...
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#72: Estate Planning That Preserves Generational Wealth With Michael Canarick
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Estate planning isn’t just about wills and trusts, it’s about designing a strategy that protects wealth, reduces taxes, and preserves family legacy. In this episode of Money Isn’t, John...
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#71: Profit Is a Choice: A Playbook for Owners with Michele William
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Profit isn’t an outcome, it’s a choice. In this episode, John Smallwood sits down with Michele Williams, owner of Scarlet Thread Consulting and Metrique Solutions, and host of the Profit Is…
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#70: Smarter Planning for Inflation, Interest Rates, and Taxes
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Inflation, interest rates, and taxes are the trifecta that quietly shape your financial future. In this episode of Money Isn’t, John Smallwood explains how business owners and entrepreneurs...
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#69: Changing a Family Store Into a Legacy of Wealth with Johnell Garmany
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What can a family-owned fashion business teach us about building wealth, creating legacy, and navigating generational success?In this episode of Money Isn’t, John Smallwood sits down with...
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#68: Turning “Big Beautiful Bill” Tax Deductions Into Long-Term Profit
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! The new “Big Beautiful Bill” is packed with tax breaks that could save business owners thousands, but only if you know how to use them. In this episode of Money Isn’t, John Smallwood unpacks...
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#67: Business Owners: Don’t Miss THIS Huge Tax Saving Move
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Many business owners are paying far more in taxes than they should, and the problem is only getting bigger with the 2025 tax sunset approaching. In this episode, John Smallwood reveals the...
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#66: Rugby’s Lessons for Wealth & Leadership with Peter Terilli
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! What if your passion could become the foundation for wealth, leadership, and lasting impact? John Smallwood welcomes Peter Terilli, a healthcare professional turned consultant and rugby...
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#65: Strategic Profit Levers For Every Business Owner
Sometimes the fastest way to grow your company’s profit isn’t by chasing new clients or squeezing margins, it’s by making internal moves that immediately increase profitability and long-term valuation. In this episode John Smallwood covers strategies for maximizing business profit through...
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#64: Skilled, Disciplined, Unemployed: The Veteran Hiring Crisis With Bernie Hyland
Most business owners struggle with retention, and labor shortages, what if the most dependable hires in America were hiding in plain sight? In this episode of Money Isn’t, John Smallwood is joined by retired Army Colonel and workforce strategist Bernie Hyland. Bernie has helped major brands like...
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#63: Building Wealth Starts with Structure, Not Income
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! You wouldn’t let someone else choose your career, your home, or who you marry, so why let someone else shape your financial future? In this episode, John Smallwood breaks down why creating a...
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#62: How To Be Better Prepared For A Massive Market Drop
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule a call today! Market Fluctuations don’t disappear with time, they compound, and a single market crash can destroy decades of growth. In this episode of Money Isn’t, John L. Smallwood breaks down one of…
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#61: How to Retire Tax-Free With Smarter Withdrawals
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule call today! Most retirees don’t realize they could be walking into a tax trap. In this episode of Money Isn’t, John L. Smallwood breaks down how Social Security benefits are taxed, why deferring income…
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#60: AI, Fraud, and Hidden Risks: How Modern Insurance Is Evolving With Aaron Levine
To work with Smallwood Wealth Management visit http://Go.oncehub.com/swconcierge to schedule call today! Most high earners don’t realize they’re underinsured, until it’s too late. In this episode of Money Isn’t, John Smallwood sits down with Aaron Levine, CEO of LG Insurance Agency, to expose the...
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#59: Velocity of Money, Market Risk, and Smarter Wealth Protection
Is your portfolio underperforming, even when the market’s up? In this episode of the Money Isn’t podcast, John Smallwood reveals how the velocity of money, market concentration risk, and sequence-of-returns danger are silently undermining even “smart” investment strategies. With over 35 years in...
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#58: Wealth, Discipline, and Leadership Through Adversity with Rob Thompson
What if your biggest financial breakthrough comes from hitting rock bottom? Rob Thompson shares his remarkable journey, from early poverty and financial missteps to leading multimillion-dollar organizations built on shared success. After facing one of the darkest seasons of his life, Rob…
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#57: Proactive Planning for Legislative Tax Changes
Big tax changes are coming and most people have no idea how much it could cost them. In this episode, John L. Smallwood breaks down the real-world impact of the 2017 Tax Cuts and Jobs Act expiring, what that means for your deductions, your tax bracket, and your long-term financial outcomes.…
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#56: Why Breakthrough Thinking Will Change The Way You Treat Retirement
Most financial plans fail because they focus on goals, not strategy. In this episode of Money Isn’t, we break down why integrated financial planning matters and how breakthrough thinking can unlock wealth you didn’t know was possible. You’ll learn how to avoid costly mistakes, connect every...
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#55: How to Use AI In Your Business with Geoff Woods
Is AI taking your job or making you a better leader? In this high impact episode of Money Isn’t, John Smallwood unpacks how artificial intelligence is transforming leadership, strategy, and productivity. AI is not replacing people, it is replacing inefficiency. Learn how to stay relevant by...
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#54: The Secret To Smarter Spending
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…
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#53: The Viral Recipe For Financial Success with Rob Marks
Most people won’t realize they’ve messed up their retirement plan until it’s too late. In this episode, two seasoned financial advisors drop hard truths about what it really takes to retire comfortably, and why starting early isn’t optional. Rob Marks joins John Smallwood to expose the traps most...
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#52: Life Insurance Deep Dive: Whole Life vs 10 Pay vs 20 Pay
Most people think life insurance is for when you die, but what if it could help you retire smarter, reduce taxes, and beat the stock market? In this episode, seasoned financial advisor John Smallwood breaks down how the wealthy use life insurance as a tool for retirement planning, tax mitigation,...
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#51: The Truth About Whole Life Insurance
Most people get life insurance completely wrong and it’s costing them their future. In this episode of Money Isn’t, John Smallwood breaks down the truth about whole life insurance: what it is, why it matters, and how it can be a powerful tool for long-term wealth, tax-free income, and…
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#50: Alcohol Through the Ages with Diana Pittet
Cocktails are having a renaissance, and it's not just about what's in the glass. It's about community, culture, and storytelling. In this episode of Money Isn’t, John Smallwood sits down with Diana Pittet, president of the U.S. Bartenders Guild's Central New Jersey chapter and co-founder of Night...
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#49: How to Maximize the Value of Your Business
Maximize the value of your business without adding overhead or burning out your team. In this episode, John Smallwood breaks down the real strategies that shift businesses from average to exceptional, focusing on smart planning, client retention, and profit-centered decision making. If you are a...
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#48: Rethinking Wealth and Ownership With Tim Lyons
Most business owners assume their LLC offers complete protection. The truth? Gaps in your structure could put everything you’ve built at risk. In this episode, Tim Lyons, a partner and co-chair of the Business Litigation Department at Jardim Meisner Salmon Sprague & Susser, P.C., breaks down the...
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#47: Choosing The Right Entity Structure
In this episode of Money Isn’t, John Smallwood breaks down how your choice of LLC, S Corp, or C Corp impacts far more than taxes—it affects cash flow, valuation, and your long-term financial outcomes. Most entrepreneurs don’t realize how much money they’re leaving on the table simply by reacting…
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#46: Protecting Your Money with Sean Walsh
John Smallwood sits down with Sean Walsh, a seasoned business expert and financial strategist, as they dive deep into the critical financial pitfalls that many businesses overlook. From revenue leakage and inaccurate bookkeeping to securing business loans and optimizing financial processes, this...
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#45: Net Wealth Over Net Worth
Transform your financial mindset—wealth isn’t just numbers, it’s strategy.In this episode, we break down the difference between net wealth and net worth, showing you how to shift your focus to long-term financial growth. Learn why diverse income streams, small daily actions, and the right mindset...
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#44: From Architecture to Interior Design with Anastasia Harrison
Join us as we sit down with interior designer Anastasia Harrison, whose background in architecture and sustainability has shaped her unique approach to design. She shares her journey from corporate stability to launching her own business, navigating the financial and emotional hurdles along the...
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#43: Responding To Comments with Rob Marks
You asked, we’re answering. In this episode, we’re reacting to your toughest comments and biggest questions about retirement planning. From misconceptions about market returns to the hidden dangers of inflation, we’re setting the record straight and diving deeper into the strategies that actually...
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#42: The Real Value of Money with Edward Bao
Ever wonder if making more money really leads to a happier life? John Smallwood is joined by Edward Bao—senior wealth advisor at Smallwood Wealth with 16 years of Wall Street experience—to shine a light on the realities behind wealth, success, and personal growth. You’ll hear how the high-stakes...
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#41: How to Grow in Love and Money with Veronica Scanlon
In relationships, financial harmony and mutual support are crucial. But what happens when passion, well-being, and vision collide? In this episode, we explore how thriving partnerships balance financial teamwork, personal fulfillment, and shared goals. From navigating the delicate interplay…
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#40: Outsmarting Market Volatility with Rob Marks
Rob Marks returns to break down why market timing is one of the biggest mistakes investors make—and how to stay ahead with a smart, long-term investment strategy. If you’ve ever felt the urge to pull your money out when markets dip, this episode will change the way you think about volatility,...
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#39: The Paradox of Money and Identity with James Scanlon
Are you chasing success only to find it feels empty? In this episode, we explore the paradox of wealth, identity, and fulfillment with a corporate executive-turned-songwriter who walked away from the rat race to pursue passion and authenticity. We dive deep into how societal expectations shape…
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#38: The 4% Rule With Rob Marks
The 4% rule is one of the most well-known retirement strategies, but is it really the safest approach? In this episode, we break down the truth behind withdrawal rates, the risks of overspending, and how market volatility could derail your financial future if you're not careful. You'll learn why…
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#37: The Entrepreneurial Operating System with Alex Freytag
The key to long-term business success isn’t just strategy—it’s teamwork, accountability, and transparency. Too many businesses struggle with aligning leadership, sales, and support teams, but the secret to profitability lies in collaboration and setting high expectations. In this episode, we...
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#36: The Billionaire Mindset with Aaron Bare
You’re playing too small. In this episode, we explore how billionaires think, make decisions, and embrace failure as a stepping stone to exponential growth. Aaron Bare reveals the mindset shifts that separate high achievers from the rest, showing why expanding your vision is crucial for success....
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#35: 2025 Tax Changes (Tax Cuts, Capital Gains, Business Tips)
Discover how the 2025 tax changes could reshape your financial future. From the sunset of the 2017 Tax Cuts to strategies for handling capital gains, retirement planning, and business finances, this video dives into the tax implications for high-income earners, retirees, and business owners.…
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#34: How Your Beliefs Impact Your Bank Account with Michael Mahoney
From the ring to real estate, dive into the journey of overcoming financial struggles, shifting mindsets, and embracing personal growth. Explore how early money beliefs and emotional intelligence shape wealth-building decisions, with actionable insights to transform your approach to success....
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ABOUT THIS SHOW
John L. Smallwood, Certified Financial Planner™ and President of Smallwood Wealth Management, is a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at Berkeley and John Hopkins University to name a few. In this show, he reveals wealth management strategies from financial planning, business ownership, estate planning, insurance, and many more - bringing to light insights that listeners can use to gain financial confidence and clarity.
HOSTED BY
John L. Smallwood
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Frequently Asked Questions
How many episodes does Money Isn't have?
Money Isn't currently has 106 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money Isn't about?
John L. Smallwood, Certified Financial Planner™ and President of Smallwood Wealth Management, is a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the Entrepreneurs Conference by the Haas School of Business, the University of California at...
How often does Money Isn't release new episodes?
Money Isn't publishes regularly with 106 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Money Isn't?
You can listen to Money Isn't on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money Isn't?
Money Isn't is created and hosted by John L. Smallwood.
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