Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community service on his career. Learn how Seth’s diverse expertise as a principal, chief investment officer, financial advisor, and auditor, makes him a valuable addition to the JL Smith family.
Key Topics Discussed:
- Introduction to Seth Meisler: Seth Meisler joins JL Smith Holistic Wealth Management, enhancing the firm’s financial planning and investment strategies with his diverse expertise.
- Seth’s Diverse Background: With a rich educational and professional background, including CPA, CFP®, and CFA credentials, Seth brings a multidisciplinary approach to wealth management.
- The Importance of a Holistic Approach: The episode underscores the necessity of a holistic wealth management strategy, integrating all financial aspects to support clients’ overarching goals.
- The Bucket Plan® in Retirement Planning: Seth and the hosts discuss the Bucket Plan® philosophy, a structured retirement planning approach that aligns assets with future needs and goals.
- Philanthropy and Community Service: Highlighting philanthropy’s role, Seth shares how community service and giving back are integral to his personal and professional ethos.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
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