When tax season ends, tax planning begins. Join host Bryan Bibbo as he sits down with Chad Weigl, CFF, BPC, NSSA, lead advisor at JL Smith Holistic Wealth Management, a Prosperity Capital Advisors company, to walk through what high-income earners and pre-retirees should consider once their return is filed.
With more than a decade of experience in retirement income planning, tax strategy, Social Security, and estate planning, Chad breaks down which line items on your return reveal some of the biggest missed opportunities, and how to translate this year’s outcome into a smarter plan before the window closes.
Key Topics:
Your Tax Return as a Planning Tool: Why filing it away until next April can be a costly mistake, and which specific line items deserve your attention right now.
The Hidden Cost of Capital Gain Distributions: How internal trades by mutual fund and exchange-traded fund (ETF) managers can generate surprise taxable events, and what strategies may help reduce them.
Tax-Efficient Withdrawal Strategies: How structuring distributions across pre-tax, post-tax, and Roth accounts can help keep you in the lowest possible bracket throughout retirement.
Roth Conversions and Market Downturns: Why periods of market volatility can create timely opportunities to convert more shares at a discount and let them recover tax-free.
Planning for High-Income Earners: How to approach deferred compensation elections, restricted stock units (RSUs), and equity compensation, and why many of these decisions often need to be made a full year in advance.
In this deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football.
Through candid discussions about gaps in education—from financial literacy to parenting skills—Fred shares how he’s breaking generational cycles while teaching his children to find their own purpose.
Key Topics:
Financial Education Crisis: Why financial literacy isn’t taught in schools and how this systematic gap perpetuates cycles of financial struggle, especially among student-athletes and young professionals.
Parenting Without Entitlement: Strategies for raising grounded, respectful children despite wealth and fame, including the importance of exposing kids to different paths rather than choosing their journey for them.
Mental Health & Athlete Identity: Anxiety, depression, and the unique challenges athletes face when their physical capabilities begin to change, plus holistic approaches to mental health management.
The Power of Routine & Commitment: How establishing and maintaining disciplined routines—whether in sports, finances, or life—creates the foundation for long-term success and helps overcome the monotony that can derail progress.
Living Present vs. Past/Future: The transformative power of staying grounded in the present moment rather than being trapped by past regrets or future anxieties.
In this episode, host Jason L Smith is joined by Chris Smith, the founder of Family Brand. They delve into the transformative journey of creating a strong, unified family culture. The discussion touches on how family unity and shared values contribute to overall well-being, drawing inspiration from concepts like ‘Blue Zones’ and the Japanese philosophy of Ikigai.
Key Highlights:
1. Introducing Family Brand: Chris Smithshares the inspiration behind founding Family Brand, rooted in his personal experiences and family challenges.
2. The Impact of Family on Longevity: A discussion on ‘Blue Zones’ and how family dynamics significantly contribute to longevity, inspired by the Netflix documentary “Live to 100: Secrets of the Blue Zones.”
3. Building a Family Brand: The conversation covers the process and benefits of establishing a family brand, including mission, vision, culture, and values, as experienced by host Jason with his family
4. Family History and Identity: The importance of knowing and sharing family heritage and stories to bolster family identity and resilience.
5. The Pillars of Family Values: Chris outlines eight crucial categories for developing robust family values, based on extensive research.
6. Family Brand Culture Quiz: Introduction to the quiz designed to help families understand and enhance their family culture.
7. Engagement Options with Family Brand: Overview of different programs offered by Family Brand, including digital, group, and private coaching options.
Listeners are encouraged to reflect on their family values and explore the resources offered by Family Brand to strengthen family bonds and create a lasting legacy.
Disclaimer: Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
