Monthly Archives: September 2025

Episode 53: Tax Management Strategies for Retirement Part 1

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

What if your biggest lifetime expense isn’t your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management Journey® — a revolutionary framework we use at JL Smith to help our clients keep more of what they’ve worked so hard to build by reducing their lifetime tax burden. 

Dave reveals critical planning principles like “it’s not what you make, it’s what you keep,” and why not all money is taxed the same, and how this understanding can transform your approach to both saving and spending in retirement. 

Key Topics: 

  • Lifetime Tax Burden: Why taxes may be your largest lifetime expense and how they impact wealth building at every stage 
  • Gross vs. Net Returns: Understanding the difference between what you make and what you actually keep after taxes 
  • The Order of Money: How different types of accounts are taxed and why this knowledge is critical for financial planning 
  • Tax Management vs. Tax Planning: Moving beyond annual tax filing to year-round strategic tax management

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Episode 52: “Never Stale” Leadership Development Strategies Part 2

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

How do the most successful leaders maintain their competitive edge year after year? Join host Jason L Smith and leadership speaker, consultant and executive coach, Dr. Linda Travelute for part two of their conversation on building sustainable growth habits. 

Dr. Linda introduces John Maxwell’s “Rule of 5” – daily practices in reading, writing, thinking, exercise, and reflection that compound over time. Jason shares his parallel approach through journaling and the critical need for margin in your schedule to allow for strategic thinking rather than constant busyness. The discussion also explores the powerful but often overlooked impact of environment and relationships on leadership development. 

Key Topics: 

  • The Rule of Five Framework: John Maxwell’s daily practice system covering reading, writing, thinking, exercise, and spiritual/mental reflection for compound growth 
  • Creating Margin for Leadership: Why overscheduled leaders fail and how intentional blank space in your calendar drives breakthrough thinking and problem-solving 
  • Environmental Impact on Performance: Research-backed insights on how high and low performers in your workspace directly affect your productivity and success 
  • Curating Your Inner Circle: Strategic approaches to evaluating and upgrading the relationships that consume 90% of your time and energy 

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Episode 51: “Never Stale” Leadership Development Strategies

Holistic Financial Planning, , , , , , , ,

What separates leaders who thrive from those who become stale over time? In this engaging conversation, host Jason L Smith sits down with leadership speaker, consultant and executive coach, Dr. Linda Travelute, to explore the mental barriers that keep business owners and executives from reaching their full potential. 

Dr. Linda, founder of Maximized Leaders and creator of the Limitless Group Coaching Program, reveals why so many leaders admit to not being interested in personal or professional growth—and how this stagnation is costing them competitive advantage. Drawing from her extensive work with John Maxwell and her experience managing organizations from a young age, she shares practical strategies for continuous leadership development. 

Key Topics: 

  • The “Never Stale Strategy”: Understanding why experienced leaders often plateau and how to maintain competitive edge through continuous growth 
  • Daily Growth Practices: John Maxwell’s two powerful questions that drive personal and professional development: “What did I love?” and “What did I learn?” 
  • The LIME Framework: A comprehensive approach to leadership development covering Leadership skills, Industry knowledge, Mindset, and Emotional intelligence 
  • Leadership Self-Auditing: Practical methods for identifying blind spots and evaluating decision-making effectiveness 

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