Episode 43: Caring for Your Wealth with Annual Financial Health Checkups

Financial, Holistic Financial Planning, holistic wealth and health, Holistic Wealth Management, JL Smith Holistic Wealth Management, Wealth and Health, wealth and health podcast, , , , , , , , , ,

Just as you schedule a yearly physical to maintain your health, your financial well-being deserves the same thoughtful attention. In this episode, guest host Matt Seitz, Chief Marketing Officer at JLS and C2P, sits down with Jeff Warnkin, Senior Wealth Manager at JL Smith, to explore how annual financial reviews serve as critical checkups for your financial health and long-term prosperity.

With 25+ years of experience and credentials as a CPA, CFP®, and National Social Security Advisor, Jeff reveals how these reviews go far beyond simply checking account balances. Learn how The Bucket Plan® philosophy creates a simple framework for meaningful financial conversations, while discovering how proper preparation and the right questions can transform these annual meetings into powerful opportunities for goal setting, tax optimization, and peace of mind during market volatility.

Key Topics:

  • Meeting Structure: Understand the three-part framework that makes annual reviews productive through reconnection, progress measurement, and future planning.
  • Preparation Essentials: Learn which key documents to gather before your meeting to help ensure your advisor has everything needed for meaningful analysis.
  • Question Strategy: Discover the specific questions that unlock the most value during your review, including tax planning opportunities and plan confidence assessment.
  • Milestone Management: Identify the important age thresholds and life events that should trigger financial adjustments to maximize benefits and minimize taxes.
  • Goal-Setting Process: Jeff’s practical approach to meaningful goal-setting that creates accountability and purpose in every stage of life.

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Episode 42: Physical Returns on Your Wellness Investment

holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , ,

Are you treating your body like a neglected asset instead of your most valuable investment? In this enlightening conversation, host Jason L Smith reconnects with his personal functional medicine coach, Dr. Kasia Hrecka, PhD, to explore how strategic health investments yield powerful dividends in energy, longevity, and quality of life. 

For over seven years, Kasia has guided Jason through transformative health improvements – from resolving chronic sinusitis to optimizing post-heart surgery recovery – using evidence-based functional medicine approaches that prioritize prevention over costly medical interventions. Their conversation reveals the many parallels between wealth management and health optimization, demonstrating how proactive health investments deliver measurable returns just like a well-managed financial portfolio. 

Key Topics: 

  • Beyond Symptom Management: Discover how functional medicine identifies root causes rather than simply treating symptoms with medications or surgeries. 
  • Preventive Health Investments: Learn why investing in proactive wellness strategies can offer both health and financial returns by potentially avoiding costly medical interventions. 
  • Client-Centered Approach: See how personalized health coaching mirrors wealth management by coordinating specialists, providing accountability, and creating customized solutions. 
  • Mind-Body Connection: Explore practical techniques for managing health-related stress and building resilience through simple breathing practices. 
  • Patient Empowerment: Gain confidence in medical conversations by learning to ask better questions and become an equal partner in your healthcare decisions. 
  • Lifestyle Medicine: Understand how dietary changes, supplementation, and sleep quality create the foundation for optimal health and longevity. 

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Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically for affluent families. 

Drawing on years of experience helping clients navigate financial and estate planning decisions, Chad breaks down how The Bucket Plan® philosophy addresses the sophisticated needs of high-net-worth individuals and incorporates them all into one holistic plan. 

Key Topics: 

  • Strategic Tax Optimization: Sophisticated approaches to preserve wealth through proper asset positioning and timing. 
  • Elevated Charitable Planning: Maximizing philanthropic impact while creating significant tax advantages. 
  • Multi-Generational Wealth Transfer: Sophisticated estate planning strategies that protect and perpetuate your family legacy. 
  • Portfolio Protection Philosophy: How The Bucket Plan® methodology safeguards your assets during market volatility without sacrificing growth potential. 
  • Advanced Healthcare Planning: Intelligent strategies for healthcare coverage that complement your wealth management approach. 

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Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , , , ,

In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular health. 

Building on the foundation established in Part 1, Dr. Shah shares detailed recommendations for exercise frequency, nutrition choices, and stress management techniques that you can implement immediately. Her approach balances evidence-based cardiology with holistic practices, offering a comprehensive roadmap for heart health that complements your long-term financial wellness strategy. 

Key Topics: 

  • Exercise Blueprint: Discover an optimal weekly balance of resistance training, cardio, and flexibility work with practical guidelines for proper intensity and form. 
  • Nutrition Controversies: Navigate debates around red meat, fish, and fats with Dr. Shah’s personalized approach to heart-healthy eating based on Mediterranean principles. 
  • Sleep Fundamentals: Understand how quality sleep affects your heart health, stress hormones, and hunger regulation for better overall wellness. 
  • Morning Stress Protocol: Learn Dr. Shah’s personal 3-step morning routine that balances your nervous system and helps counteract the physiological effects of stress. 
  • Advanced Testing Options: Explore modern cardiovascular screenings that can detect potential issues early and help create personalized prevention strategies. 

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Episode 39: Weathering Market Volatility in Uncertain Times

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty. 

Drawing from decades of experience in strategic financial planning, Seth cuts through the noise of headlines and market predictions to offer clear guidance on managing your investments during turbulent times. You’ll discover why having a well-structured financial plan is your best defense against making emotional decisions that could derail your long-term goals, regardless of what’s currently happening in the market. 

Key Topics: 

  • Managing Your Investment Emotions: Practical techniques to stay disciplined when market headlines trigger anxiety and uncertainty. 
  • The Power of Diversification: Why strategic asset allocation matters during market fluctuations and sector rotations. 
  • Market Volatility in Your Planning: How The Bucket Plan® approach can help protect your retirement from inevitable market downturns. 
  • Opportunities in Downturns: Strategic moves to consider during market corrections that could enhance your long-term wealth. 
  • Historical Context: What past market corrections teach us about the difference between temporary losses and permanent ones. 

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Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

Health Management, holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , ,

Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology with a holistic approach. 

Dr. Shah brings her 20 years of cardiology experience to discuss how a holistic approach to heart health can significantly impact your long-term wellbeing and in turn your financial security. Drawing from both traditional medicine and holistic methodologies, she shares practical strategies for reducing heart disease risk factors to help ensure you’ll be healthy and ‘wealthy’ enough to enjoy the retirement you’ve worked so hard to build. 

Key Topics: 

  • Gender-Specific Heart Health: Understand how heart disease differs between women and men and recognize the unique warning signs for each.  
  • Preventative Testing and Monitoring: Learn which key health measurements to track and how modern testing can detect heart issues before symptoms develop.  
  • Exercise for Heart Health: Discover the ideal balance of strength, cardio, and flexibility training to maintain heart health and muscle mass as you age.  
  • Nutrition Strategies: Explore heart-healthy eating patterns that support cardiovascular wellness without sacrificing enjoyment of food.  
  • Stress Management for Your Heart: Learn practical techniques to reduce stress and its impact on your heart health and overall wellbeing.
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Episode 37: How to Prepare for Tax Season with Less Stress

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Investing, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller and Enrolled Agent at JL Smith who leads the tax division. 

Listen as Warnkin and Knudsen share practical strategies to simplify your tax preparation process and help you make informed decisions about your filing. They’ll walk you through how JL Smith’s holistic approach to wealth management helps prevent tax-time surprises while keeping you on track with your financial goals. 

Key Topics: 

  • Document Organization: Discover effective ways to gather and submit your tax documents using both digital portals and traditional methods 
  • Filing Status Benefits: Understand how to choose the best filing status for your situation, including special considerations for life changes and dependent claims 
  • Security Measures: Discover important steps to protect yourself from tax-related identity theft, including the value of IRS Identity Protection PINs 
  • Strategic Planning: Learn how incorporating tax planning into your wealth management strategy helps you prepare better and save more throughout the year 

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Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, work, , , , , , , , , , ,

As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today.  

Listen as Carrie Kerskie, founder of the Kerskie Group, provides actionable strategies to protect your wealth from emerging cyber threats while maintaining the convenience of modern financial tools. 

Key Topics: 

  • AI Security Protocols: Learn how to safely leverage AI tools for business productivity while protecting sensitive financial information and maintaining data privacy 
  • Modern Identity Protection: Master the three-part framework of prevention, awareness, and recovery to safeguard your wealth from sophisticated cyber threats 
  • Digital Privacy Management: Understand critical vulnerabilities in everyday technology, from smart vehicles to mobile applications, that could compromise your financial security 
  • Fraud Prevention Strategies: Implement the “privacy pause” methodology to prevent financial fraud and protect against social engineering attacks enhanced by artificial intelligence

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Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

Bryan Bibbo, Education, Financial, Financial Education, holistic wealth and health, JL Smith Holistic Wealth Management, Wealth and Health, wealth and health podcast, , , , , ,

As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. 

In this illuminating episode, Bryan Bibbo welcomes Katherine Lesch and Kaeleen Bruce, AFEA’s dynamic co-CEOs, to share how their nationwide network of vetted financial professionals helps you master essential retirement concepts in a comfortable, pressure-free environment.  

Key Topics Discussed: 

  • Community Financial Education: Learn how AFEA and local advisors like JL Smith Group deliver unbiased retirement education through trusted venues, focusing on essential topics like Social Security and Medicare  
  • Educational Excellence: Understand the rigorous vetting process ensuring only qualified professionals teach courses, maintaining the highest standards of unbiased education  
  • Practical Learning Experience: Discover how 2-2.5 hour courses in comfortable community settings make complex retirement topics accessible and actionable  
  • Beyond the Classroom: Explore how this educational approach helps you build confidence in your retirement planning decisions, whether or not you choose to work with an advisor  

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Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships 

Benefits of Strength Training, Bryan Bibbo, CPA, Financial, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , ,

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a transformative approach to understanding how our emotional and relational patterns influence financial decision-making. 

Join us as we unpack strategies for fostering financial intimacy, overcoming money-related conflicts, and creating a balanced approach to wealth management that supports your emotional and financial health. 

Key Topics Discussed: 

  • Understanding Financial Intimacy: Learn what financial intimacy means and how it fosters transparency and trust in relationships. 
  • Attachment Styles and Money: Discover how attachment styles—secure, anxious, avoidant, and disorganized—affect financial decision-making and conflict resolution. 
  • Overcoming Financial Trauma: Explore methods to recover from past financial setbacks and rebuild confidence in managing money. 
  • Balancing Risk and Emotional Comfort: Strategies to align financial decisions with personal comfort levels and long-term goals. 
  • Practical Exercises for Couples: A simple yet powerful exercise to improve financial communication and connection in relationships. 

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