Category Archives: life insurance

Episode 37: How to Prepare for Tax Season with Less Stress

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Investing, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

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 

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Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, work, , , , , , , , , , ,

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

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Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships 

Benefits of Strength Training, Bryan Bibbo, CPA, Financial, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , ,

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. 

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Episode 11: Using Life Insurance to “Insure Your Love” in Life and Retirement

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

Join host Bryan Bibbo, AIF, NSSA, BPC, and guest, Walter C. Young, MBA RICP, author, business development officer, and financial representative at JL Smith, in honor of February being Insure Your Love month, as they discuss the many benefits of life insurance. Using concepts from his book, The Fifth Option: Why Your Retirement Plan Won’t Work the Way You Think It Will, Young emphasizes the importance of life insurance and how it can be used as a versatile tool for retirement planning, estate planning, and more. Learn how life insurance can be tailored to your unique financial situation and help you achieve a safer, more predictable, and plentiful income for as long as you need it.

Key Topics Discussed:

1. Challenges in Retirement Planning: Young delves into the evolving landscape of retirement planning, highlighting the challenges individuals face and the growing responsibility they have in ensuring their financial security during retirement.

2. The Value of Life Insurance: Using a parable from his book known as The “Desert Island Dilemma,” Young demonstrates the challenges retirees face trying to sustain themselves through retirement, particularly the need to make strategic decisions about income sources.

3. The “Fifth Option”: Young introduces the concept of the “Fifth Option” as a transformative approach to retirement income planning, suggesting that traditional options like stocks, bonds, and annuities may not be sufficient, and a new approach is needed.

4. Versatility of Life Insurance: Young discusses how life insurance can serve various roles in retirement and estate planning, including as an asset class, a risk management tool, and a source of tax-free income.

5. Living Benefits: Shedding light on how life insurance can provide financial protection and support not only in the event of death but also in cases of critical illness or long-term care needs.

6. Real-Life Success Stories: Examples of individuals who have effectively incorporated life insurance and innovative retirement income planning strategies to secure their financial futures.

7. The Importance of Financial Literacy: The growing need to educate oneself about financial planning and how improving financial literacy can positively impact the next generation.

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.

Resources · The 5th Option: Why Your Retirement Plan Won’t Work the Way You Think It Will book

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