Tag Archives: Financial Planning

Episode 8: Balancing the Scales: The Positive Impact of Weight Loss And Good Health

Bryan Bibbo, Financial, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, Jason L Smith, JL Smith Group, JL Smith Holistic Wealth Management, life, life balance, loosing weight, Wealth and Health, Wealth Management, weight loss, weight loss journey, work, work and life, work and life balance, work balance, , , , , , , , ,

In this episode, host Jason L Smith, speaks with Adam Freeland, CFF, President and OSJ Branch Manager at Harford Financial Group, on the importance of holistic health and wellness. Having recently prioritized his health and lost a significant amount of weight, Freeland shares his personal experiences since committing to a sugar-free diet and intermittent fasting, and how it’s helped improve his overall functioning personally and professionally. Their conversation touches on strategies for setting and maintaining goals including finding a coach or mentor who has achieved the desired results, making financial investments to stay accountable, and more.

Resources:

 

Key Topics Discussed:

1. The Importance of Health and Wellness: Listeners are encouraged to prioritize their health and well-being to become better leaders and professionals in every aspect of life.

2. The Power of Commitment: The episode emphasizes the significance of making long-term commitments to health and wellness goals.

3. Accountability and Declaration: When a person vocalizes their health goals, it can help them stay committed and accountable.

4. Dietary Choices: Lifestyle tips are shared, including the positive effects of a low or no-sugar diet, highlighting the impact of dietary choices on overall health.

5. Intermittent Fasting: Adam shares his personal experience with intermittent fasting and how it has changed his mind and body’s relationship to food.

6. Seeking Professional Guidance: Consulting experts and professionals when pursuing health goals can help you stay on track.

7. Overcoming Setbacks: Jason and Adam acknowledge that setbacks are a normal part of the journey and encourage perseverance in the pursuit of better health and wellness.

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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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Episode 6: Year-End Tax Strategies and Investment Insights

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Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA

 

Episode Overview:

In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith,  discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers a variety of subjects including the benefits of different types of retirement accounts, strategies for tax -loss harvesting, and the advantages of Health Savings Accounts (HSAs).

 

Key Topics Discussed:

1. Introduction to Tax Management 
– Overview of the importance of sound tax management in personal financial planning.

2. Tax Planning vs. Tax Management vs. Tax Preparation
– Explanation of the differences between tax planning, tax management, and tax preparation.
– Insights into how these components work together to optimize financial outcomes.

3. Retirement Account Strategies (401(k), Roth IRA, etc.)
– Detailed discussion on the advantages of various retirement accounts.
– Insights into choosing between traditional and Roth options based on individual tax situations and future expectations.

4. Year-End Tax Strategies
– Strategies for maximizing deductions and contributions by the year-end deadline.
– The concept of tax loss and gain harvesting to optimize tax efficiency.

5. Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs)
– Exploring the triple tax benefits of HSAs and the use-it-or-lose-it nature of FSAs.
– Guidelines on how to maximize these accounts for healthcare expenses.

6. Investment Insights: Capital Gains and Loss Harvesting
– Strategies for managing capital gains and losses in investment portfolios.
– Discussion on the timing and implications of these strategies on taxes.

7. Donor-Advised Funds and Charitable Giving
– How to use donor-advised funds and charitable giving as part of tax management.
– Benefits of gifting appreciated stock and other assets to minimize tax liability.

8. Estate Planning and Gift Tax Exclusions
– Overview of current estate tax landscape and strategies for reducing potential future liabilities.
– Explaining annual gift limits and the advantages of gifting appreciated assets.

Closing Remarks:
– Jason and Jeff summarize the importance of proactive tax planning and management.
– Encouragement for listeners to reach out for personalized advice and further information.

 

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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Episode 5: Balancing Health and Wealth: A Deep Dive into Holistic Well-being with Sachin Patel

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

This podcast episode features Sachin Patel as a guest, discussing holistic health management with the hosts. Sachin is described as a versatile expert with a background in chiropractic care and functional medicine. The hosts express excitement about Sachin’s upcoming talk to financial advisor entrepreneurs and delve into the interconnectedness of health and wealth.

The conversation touches on the importance of balance and inclusivity in health for all ages and genders. They explore the concept of holistic health management and its relevance in maintaining overall well-being.

The hosts also highlight Sachin’s unique journey and expertise in various health-related fields, setting the stage for a comprehensive discussion on topics such as breathwork and holistic health practices.

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Episode 4: Mastering Holistic Wealth Management: A Conversation with Dave Alison

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Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world.

Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege of guiding and mentoring Dave and Brian. Over the years, Dave has risen to become the go-to expert in his field, serving as the leading figure at Prosperity Capital Advisors.

Through their collective efforts, Jason, Brian, and Dave have successfully trained thousands of financial advisors in the art of holistic wealth management. This podcast episode delves into the essence of their “bucket plan process,” tax planning, and a wide range of financial management techniques.

Join us for an engaging discussion that brings together Brian and Dave to explore the multifaceted world of holistic wealth management. Whether you’re an aspiring financial advisor or someone interested in optimizing your financial future, this episode offers valuable insights and expertise you won’t want to miss.

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Episode 2: Get to Know Co-Host, Bryan Bibbo

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Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

We dive deep into co-host Bryan Bibbo’s life, motivations, and philosophies he swears by to live well, including his desire to live every day like its last and focus on the true riches in his life — his relationships. Founder and CEO of JL Smith, Jason L Smith, CEP, BPC, introduces listeners to his friend, co-host, and business partner, making it easy to see why they work so well together.

Get to know Bryan Bibbo, AIF, NSSA, & BPC, Partner, Accredited Investment Fiduciary and National Social Security Advisor at JL Smith, as he discusses his humble Cleveland upbringing, how he entered the financial industry, his family and their influence on his life, and the importance of gratitude.

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Episode 1: Get To Know Your Host – Jason L Smith

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

Your co-hosts, Jason L Smith and Brian Bibbo, invite you on a transformative journey toward prosperity in every facet of your life. In this podcast, we’ll explore the intricacies of holistic well-being, emphasizing the interconnectedness of the mind, body, and spirit, and how they all play pivotal roles in shaping your overall prosperity.

Jason L Smith, one of your dedicated co-hosts, brings a wealth of knowledge and a passion for helping you achieve your fullest potential. With a background in holistic health and wellness, he has spent years delving into the secrets of mental and physical well-being, and he’s here to share that wisdom with you.

But, who is Jason L Smith? Tune in to our podcast to discover more about his journey, experiences, and insights that have fueled his commitment to helping you lead a life that’s truly worth living.

Together with a diverse array of guest speakers, we’ll explore the latest trends, professional advice, and actionable tips that can help you unlock your true potential. Join us in focusing on what matters most in your life: living well.

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