Tag Archives: building a family brand

Holistic Wealth and Health: A New Podcast on Money and Wellbeing

Financial, Holistic Financial Planning, holistic wealth and health, Wealth and Health, wealth and health podcast, , , , , , , , , , , , ,

Holistic wealth and health is the idea at the center of this new podcast from Prosperity Capital Advisors, hosted by Dave Alison and Greg Dillon. Rather than treating financial planning and personal well-being as separate topics, Dave and Greg open the series by explaining why the two are closely linked for clients at very different stages, from pre-retirees and business owners to founders and executives navigating significant equity or liquidity events. They walk through how their own career paths, shaped by the 2008 financial crisis and years of helping clients manage major wealth transitions, led them to build their approach around this connection. The conversation also touches on why tax management remains one of the most overlooked parts of a financial plan, regardless of how much someone has saved or how they built it. 

What We’ll Cover: 

  • Why Dave and Greg treat financial planning and personal health as connected, not separate, parts of a plan  
  • How the right mix of pre-tax, post-tax, and tax-advantaged accounts (often called account type diversification) can factor into retirement timing  
  • Why an advisor’s own experience through a financial crisis can shape how closely they watch a client’s downside risk  
  • What advising founders, executives, and business owners through major wealth events can reveal about avoiding a “just in case” retirement  
  • How AI tools can support, but not replace, sound financial guidance 

Timestamps:
00:00 — Cold open: why health matters to wealth
00:30 — Welcome to the show and meet the hosts
02:00 — Why Dave and Greg host together
03:00 — Introducing the Five Pillars framework
04:00 — Dave’s path into financial planning
08:00 — Building a holistic wealth management practice
13:00 — Serving clients from pre-retirees to ultra-high-net-worth families
15:00 — Greg’s path from Wall Street to advising
25:00 — Why account type matters as much as investment mix
29:00 — Living confidently instead of “just in case”
31:00 — Using AI tools wisely in financial planning
32:00 — What is coming in future episodes 

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Episode 63: Post-Tax Season Planning Strategies

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, , , , , , , , , , , , ,

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. 

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Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2

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

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. 

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Episode 7: Crafting a Strong Family Culture for Longevity and Prosperity

family brand, Financial, Holistic Financial Planning, Investing, Wealth and Health, Wealth Management, , , , , , , , , , , ,

Episode Overview:

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 Smith shares 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.

Resources:

For the Guest:

– Family Brand Website: http://familybrand.com

– Family Brand Culture Quiz: familybrand.com/quiz

– Family Brand  Facebook Link: https://www.facebook.com/FamilyBrandOfficial/

– Promo Code for Digital Program: PARTNER (for a 50% discount)

For the Host:

– About the Host: Jason L Smith

– JL Smith Group Website: https://www.jlsmithgroup.com/

– Holistic Wealth & Health Podcast: https://www.jlsmithgroup.com/holistic-health-and-wealth-podcast

– Holistic Wealth & Health Blogs: https://www.jlsmithgroup.com/blog

– Episode 7 Link: https://www.jlsmithgroup.com/episode-7-crafting-a-strong-family-culture-for-longevity-and-prosperity

– JL Smith Group Facebook: https://www.facebook.com/JLSmithGroup/

– JL Smith Group YouTube: https://www.youtube.com/@jlsmithholisticwealth

– JL Smith Group LinkedIn: https://www.linkedin.com/company/jl-smith

– JL Smith Group X (Twitter): https://twitter.com/jlsmithgroup

– Holistic Wealth & Health Episode 7: https://www.jlsmithgroup.com/episode-7-crafting-a-strong-family-culture-for-longevity-and-prosperity

 

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.

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