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.
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
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
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.
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.
