Tag Archives: Holistic Wealth and Health

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

Holistic Financial Planning, , , , , , , , ,

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

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!

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 3: Be a Blessing: How to Increase your Potential & Live a Healthier Life

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!

Are you eager to unlock your potential but not sure where to start? Join one of our hosts and partners at JL Smith, Bryan Bibbo, AIF, NSSA, BPC, for an enlightening episode featuring Dr. Kevin Elko — motivational speaker and best-selling author.

Dr. Elko explains the transformative power of ownership, responsibility, passion, and motivation in achieving success, as well as the role faith — especially in oneself — can play in achieving goals. Tune in now to learn simple ways you can drive your personal growth and health!

Episode resources:

Ten Steps to an “I Believe” Mindset e-book by Dr. Kevin Elko 

Dr. Elko’s books and CDs

For more information about the Grant Study of Adult Development conducted by Harvard, visit: https://www.adultdevelopmentstudy.org/

For more information on Cathy Hughes:

(correction, she bought her radio station for $995,000, not $980,000) https://en.wikipedia.org/wiki/Urban_One#:~:text=Urban%20One%20was%20founded%20as,from%20an%20African%20American%20perspective.

For more information on Thomas Edison’s story: https://www.businessinsider.com/thomas-edison-in-the-obstacle-is-the-way-2014-5 (based on varying inflation calculations, his comeback revenue mentioned is between $240 – around $300 million in today’s dollars)

For more information on the factors Dr. Elko describes as being drivers of health outcomes:

Stress

Anxiety

Diet’s impact on genetics and health outcomes

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

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!

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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