Join host, Jason L Smith and special guest, Kasia Hrecka, a functional medicine practitioner, as they discuss the transformative power of understanding and nurturing our bodies through functional medicine practices. Smith shares his health challenges and how incorporating functional medicine principles into his daily life under Kasia’s guidance helped him heal his gut, strengthen his immune system, and improve his day-to-day functioning and overall well-being. Tune in to learn how to incorporate these principles into your life, with a focus on nutrition, stress management, toxin reduction, and maintaining a healthy microbiome.
Key topics discussed:
1. Importance of Gut Health: Insights into the critical role of the microbiome in overall immunity and well-being, emphasizing dietary impact on gut health and its systemic effects on the body.
2. Jason’s Health Transformation: Jason shares his personal experience of overcoming health challenges through dietary changes and gut health optimization, showcasing the significant impact of functional medicine practices.
3. Holistic Health Defined: Exploration of holistic health as a state of vibrant physical, mental, and spiritual well-being, underscored by the necessity of a purposeful life for true health.
4. Incorporating Functional Medicine: Practical advice on how to integrate functional medicine principles into everyday life, focusing on good nutrition, stress reduction, minimizing toxin exposure, and supporting detoxification and mitochondrial health for overall vitality.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
Resources:
Nourish Up – Kasia’s Functional Medicine Health Coaching Services
Join host Jason L Smith and guest Jeff Tomaszewski, founder of MaxStrength Fitness, as they discuss the power of incorporating strength training into your holistic health plan. Jeff shares the numerous benefits of strength training and his business’ holistic approach, emphasizing the importance of full-body fitness and injury prevention. They also delve into how prioritizing your physical strength sets an example for your family and future generations. Whether you’re a CEO or a parent, this podcast provides actionable steps to start weight training to better your overall health and improve your daily functioning.
Resources: MaxStrength Fitness Personal Training Provider
Key Topics Discussed:
1. Strength-training benefits: Jeff highlights the many benefits of exercise, specifically strength training, and how it can profoundly improve the quality of your health and daily functioning.
2. Ease of implementation — Listeners learn how MaxStrength’s methodology of high-intensity, low-force strength training exercises makes it possible to achieve remarkable results in sessions of just 20-25 minutes in as little as 2 days a week.
3. Use it or lose it — Muscle tissue and mass diminish as we age. Adding muscle to your frame is vital for longevity.
4. Leading by example: whether CEOs or parents, Jeff and Jason discuss the powerful impact leaders can have by setting an example of prioritizing health.
5. Fostering healthy habits: The podcast highlights the importance of cultivating healthy habits like exercise, nutrition, and meditation practices within families and organizations, ensuring a legacy of wellness for generations to come.
6. Flexibility of weight training: Jeff explains how MaxStrength has adapted to offer virtual training options, making it convenient for clients worldwide to benefit from their approach.
7. The Mission of holistic health: Jeff shares his mission to help people become the strongest versions of themselves, not only in physical strength but also in all aspects of life.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your needs. Reach out to Us at JL Smith Holistic Wealth Management to see how we can help.
In this episode, host Jason L Smith, CEP®, BPC, sits down with “America’s IRA Expert:” Ed Slott, CPA. He is the founder and CEO at Ed Slott and Company and a professional speaker and author. Together they discuss various tax and retirement planning strategies and stress the importance of finding the right advisor to help make the most of your savings and minimize tax burdens. Tune in for valuable advice to make informed financial decisions, optimize your retirement nest egg, and safeguard your wealth for future generations.
1. Having the right advisor: anyone who wants to make tax-smart decisions regarding their financial future benefits from an advisor with the right knowledge and skillset.
If you are a high-net-worth individual who has more complex financial needs, an advisor with expertise in tax management can make a big difference in your experience.
This podcast shares why understanding tax implications on wealth is important.
2. Proactive tax planning: taking strategic actions now can lead to long-term financial benefits.
Some decisions may temporarily increase your tax liability but can be more beneficial in the long run.
Planning is crucial to helping you keep more money for yourself and your beneficiaries.
It is wise to focus on what will help you have a steady future, rather than what may provide short-term financial gains.
3. Tax-efficient strategies: this episode describes ways to help maximize savings and minimize what you owe. Some examples include:
Roth conversions — These can help you manage their income-related monthly adjustment amounts (IRMAA) when they turn 65. By converting some of their traditional IRA funds into a Roth IRA, you can potentially reduce future Medicare charges for Medicare Parts B and D.
Qualified Charitable Distribution (QCD) — If you’re 70-and-a-half or older with an IRA and plan to make charitable donations, consider using a Qualified Charitable Distribution (QCD) from your IRA. This allows you to exclude the distribution from income, providing a better tax benefit than a tax deduction.
Ongoing education: Stay Informed About Tax Law Changes: Tax laws are constantly changing. Stay informed about new tax laws and regulations, especially those related to retirement accounts like IRAs and 401(k)s.
This knowledge can help you make informed decisions and potentially reduce your tax burden.
A holistic advisor can help you stay in-the-know.
If you’re unsure about your financial and tax situation, consider seeking advice from a financial advisor who specializes in retirement planning and tax-efficient strategies. The professionals at JL Smith can help you create a personalized plan to minimize your tax liability — schedule a free consultation today.
Disclaimer:
The information provided in this “Holistic Wealth and Health Podcast” episode, “Getting a Leg up on Tax Season – Tips and Strategies for Proactive Tax Management with Ed Slott, CPA” is for general informational purposes only. While hosts Jason L Smith, CEP, BPC, and guest Ed Slott, CPA, share valuable insights, listeners are urged to consult with financial, tax, and legal professionals for personalized advice. The hosts and guests do not endorse specific financial products, and any actions taken based on this content are at the listener’s discretion. The hosts, guests, and producers are not liable for errors or consequences resulting from individual decisions. Always seek professional guidance tailored to your unique financial circumstances.
