Monthly Archives: April 2025

Episode 42: Physical Returns on Your Wellness Investment



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. 

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



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.