Listen to my Sunday Money Show podcast (November 9, 2025) as I discussed the latest stock market action, the recent US & Canadian job data, and the idea that the market is over valued at this time.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

I am happy to answer your questions on air on my next show.

What to do with Markets at All-Time Highs - The Sunday Money Show

Part 2 is out with Toborrow where you can hear Sara Sorbet and Alexander Hosby's incredible chemistry and passion to talk about entrepreneurs. They reflect on previous experience and digs in the many times untapped opportunities that can be right in front of you. Listen to part 1 and part 2 while you simultaneously check out https://www.toborrow.com/!

You don't want to miss next episode with Plan International and their rockstar Nathalie Phiel.

Toborrow - On the Entrepreneurs side Part 2

Listen to the full show as I discussed the latest stock market action, provided my insight on the markets and the overall economy.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

The Allan Small Financial Show - November 12, 2025

In this week’s Top 3, Allan Small breaks down the key investing themes every investor should watch heading into mid-November:

Nvidia Earnings Preview – The world’s largest company at $5 trillion market cap is about to release results that could move the entire market.

Buy-the-Dip Mentality – Why investors should focus on buying quality names at good valuations, not just any dip.

Diversification Still Wins – A reminder that balanced portfolios outperform over time, with examples from pharma, tech, and utilities.

Learn how to navigate today’s markets by balancing opportunity and risk — and why discipline beats emotion every time.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

Nvidia Earnings, Buy-the-Dip Strategy & Diversification - Top 3 This Week

Description
 Not all income in retirement is what it seems. In this episode, Matthew Johnson Wealth and Income Management breaks down why selling your principal for income can quietly drain your savings and what true, sustainable retirement income really looks like.

Learn how to identify real income sources that help protect your principal and support long-term financial freedom.

🎯 In this video, you'll learn:

• Why selling assets for income puts your retirement at risk
• The difference between earned, passive, and investment income
• How to build income without touching your principal
• Strategies to help safeguard income through market shifts  

Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.

  Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.  

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities.

When Income Isn't Really Income

Building a firm that reflects your values does not happen by accident.

In this episode of Focused on the Future, host  Suzanne Siracuse talks with Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group, about creating an inclusive culture, serving clients without traditional minimums and using technology to strengthen relationships. Julia also shares insights from her new book, Let’s Get You Fired, which helps entrepreneurs step back so their companies can grow.

Julia also describes how she built Financial Freedom from the ground up, why she hires from her client base, how the Inspired Wealth program supports emerging investors, and how AI is reshaping client service and advisor training.

Key takeaways:

- How Julia went from a 19-year-old bank teller to launching Financial Freedom Wealth Management at age 23
- The way her own “misfit” experience sparked an inclusive, values-driven culture that hires from unexpected places
- How the Inspired Wealth program lets the firm serve people below traditional asset minimums while staying profitable through revenue-based design and focused coaching
- Why her upcoming book Let’s Get You Fired helps entrepreneurs step back, build strong teams, and grow values-based and valuable companies with a strong lens on generosity
- How JUMP AI, Salesforce and Microsoft Copilot are reshaping notetaking, prep, training and client experience while freeing advisors to focus on real conversations

Resources:

Listen to Focused on the Future on WealthManagement.com: https://bit.ly/4m0yHnC 
Subscribe and listen to Focused on the Future on Apple Podcasts: https://bit.ly/3EJ5MUe 
Subscribe and listen to Focused on the Future on Spotify: https://bit.ly/44jXhJI 

Connect With Suzanne Siracuse:
 
LinkedIn: Suzanne Siracuse: https://bit.ly/4e8Zyt0 
Twitter: Suzanne Siracuse: https://x.com/suzsiracuse 
Email: Suzanne@suzannesiracuse.com

Connect With Julia Carlson:
 
Website: Financial Freedom Wealth Management Group - https://www.financialfreedomwmg.com/ 
LinkedIn: Financial Freedom Wealth Management Group - https://bit.ly/49YHuTa 
Website: Julia Carlson - https://www.thejuliacarlson.com/ 
LinkedIn: Julia Carlson - https://www.linkedin.com/in/thejuliacarlson/ 
Books by Julia Carlson - https://www.thejuliacarlson.com/books 

About Our Guest:

Julia Carlson is the Founder and CEO of Financial Freedom Wealth Management Group, LLC. She founded the firm at the turn of the century, and with its successes, she has become a thought leader in the financial industry. Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape. She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.

Julia has been identified as an InvestmentNews 2020 Women to Watch honoree. She was also recognized as one of Forbes’ 2018-2022 Top Women Wealth Advisors as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research. Furthermore, Julia provides her knowledge through a financial column in a local newspaper. She actively participates in her community as a Rotary member, Chamber of Commerce member and Vice President for the Pacific Communities Health District Foundation Board. Julia works from our office in the beautiful coastal community of Newport, Oregon, where she resides with her husband and their three children.

Julia has been interviewed by Barron’s, Forbes, Financial Advisor Magazine, CIO Views, MSN, Reuters, InvestmentNews, USA Today, yahoo! Finance, TD Ameritrade Network and Nasdaq.

Julia is an Investment Advisor Representative and Registered Principal with LPL Financial. She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.

Leading With Values, Growing With Intention with Julia Carlson

Listen to my Sunday Money Show podcast (November 23, 2025) as I discussed the latest stock market performance, the potential for a continued market decline, technology stocks, and more.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

I am happy to answer your questions on air on my next show.

Market Pullback & Technology Stocks - The Sunday Money Show

The Allan Small Financial Show - November 26, 2025

Why the odds of a December rate cut have surged from 30% to 84% in just one week, and what that means for investors?

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

Fed Rate Cut Odds, Bank Earnings & Diversification - Top 3 This Week

In this episode of The Capitalized Life and Retirement Show, Matthew Johnson of Johnson Wealth and Income Management talks about “The Great Procrastination” and why many Americans are working longer than ever, what it is really costing them, and how to know if you already have what you need to retire confidently.

Learn how mindset, fear, and income strategy can hold you back from the retirement you have earned and what steps to take now to create financial freedom and peace of mind.

🎯 In this video, you'll learn: 
Why so many people delay retirement even when they can afford it
The real cost of working longer than necessary
How to know if you already have enough to retire confidently
Why income planning matters more than account balances
 Matthew P. Johnson is president and owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, how to help avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.  Johnson Wealth and Income Management is committed to educating their clients and the community through workshops on topics related to more conservative investment alternatives.  Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®, LLC. Retirement Income Source®, LLC and Sound Income Strategies, LLC are associated entities.

The Great Procrastination

Feminvest is a growing international community ensuring women own more.

Senior Investment Advisor - Allan Small Financial Group with iA Private Wealth Inc. Catch me on CP24, BNN, 680 News, Newstalk 1010 and feel free to call or email me at 416 332 3863, allan@allansmall.com.

'Investing This Week with Allan Small' delivers insights, tips and commentary on current events from an investment perspective, providing practical advice for people looking to invest and navigate changing stock markets. Allan analyzes what’s happening in the news… in the markets… and how the two impact investment decisions. This weekly podcast includes Allan’s biweekly Sunday Money Show with CFRB Newstalk 1010 as well as tips on what investors should be considering over the next 5-10 business days.

New tracks tagged #FinancialFreedom