Tag Archives: financial education

Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

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

You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically for affluent families. 

Drawing on years of experience helping clients navigate financial and estate planning decisions, Chad breaks down how The Bucket Plan® philosophy addresses the sophisticated needs of high-net-worth individuals and incorporates them all into one holistic plan. 

Key Topics: 

  • Strategic Tax Optimization: Sophisticated approaches to preserve wealth through proper asset positioning and timing. 
  • Elevated Charitable Planning: Maximizing philanthropic impact while creating significant tax advantages. 
  • Multi-Generational Wealth Transfer: Sophisticated estate planning strategies that protect and perpetuate your family legacy. 
  • Portfolio Protection Philosophy: How The Bucket Plan® methodology safeguards your assets during market volatility without sacrificing growth potential. 
  • Advanced Healthcare Planning: Intelligent strategies for healthcare coverage that complement your wealth management approach. 

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Episode 39: Weathering Market Volatility in Uncertain Times

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

Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty. 

Drawing from decades of experience in strategic financial planning, Seth cuts through the noise of headlines and market predictions to offer clear guidance on managing your investments during turbulent times. You’ll discover why having a well-structured financial plan is your best defense against making emotional decisions that could derail your long-term goals, regardless of what’s currently happening in the market. 

Key Topics: 

  • Managing Your Investment Emotions: Practical techniques to stay disciplined when market headlines trigger anxiety and uncertainty. 
  • The Power of Diversification: Why strategic asset allocation matters during market fluctuations and sector rotations. 
  • Market Volatility in Your Planning: How The Bucket Plan® approach can help protect your retirement from inevitable market downturns. 
  • Opportunities in Downturns: Strategic moves to consider during market corrections that could enhance your long-term wealth. 
  • Historical Context: What past market corrections teach us about the difference between temporary losses and permanent ones. 

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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 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

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

As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. 

In this illuminating episode, Bryan Bibbo welcomes Katherine Lesch and Kaeleen Bruce, AFEA’s dynamic co-CEOs, to share how their nationwide network of vetted financial professionals helps you master essential retirement concepts in a comfortable, pressure-free environment.  

Key Topics Discussed: 

  • Community Financial Education: Learn how AFEA and local advisors like JL Smith Group deliver unbiased retirement education through trusted venues, focusing on essential topics like Social Security and Medicare  
  • Educational Excellence: Understand the rigorous vetting process ensuring only qualified professionals teach courses, maintaining the highest standards of unbiased education  
  • Practical Learning Experience: Discover how 2-2.5 hour courses in comfortable community settings make complex retirement topics accessible and actionable  
  • Beyond the Classroom: Explore how this educational approach helps you build confidence in your retirement planning decisions, whether or not you choose to work with an advisor  

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