Join host Jason L Smith and special guest, Aneta Kuzma, a meditation and wellness coach, and CEO and Founder of Ardelian Kuzma Group, LLC.
With her transformative approach to mindfulness and breathwork, Kuzma shares how creating moments of stillness can protect your wealth by improving decision-making, reducing stress, and enhancing your overall wellbeing.
Key Topics Discussed:
Morning Routine Success: Learn how to build a sustainable meditation practice using the Atomic Habits framework, starting with just 3 minutes a day and simple steps like “feet on the floor.”
Breathwork Benefits: Discover how specific breathing techniques can release stored trauma, reduce stress, and create profound transformative experiences comparable to therapeutic breakthroughs.
Meditation Myths: Understand why you don’t need to “quiet your mind” to meditate successfully, and how even busy professionals can incorporate mindfulness into their daily lives.
Gratitude Practice: Find out how starting each day with gratitude, including sending one meaningful text to someone you appreciate, can transform your mindset and relationships.
Community Support: Learn about free virtual meditation sessions available every weekday at 7am and Saturdays at 9am, perfect for establishing a consistent practice with guidance.
In this episode of the Holistic Wealth and Health Podcast, host Jason L Smith is joined by esteemed tax planning professional and professor, Christopher P. Woehrle, JD, LL.M (Tax).
With a background in tax and estate planning and as a professor at Villanova Law School and former chair of the tax and estate planning department at the College of Financial Planning, Chris shares his expertise on holistic wealth management and the critical role of tax planning.
Key Topics Discussed:
Holistic Wealth Management: Understanding the comprehensive approach to financial planning that integrates all aspects of your financial life.
Importance of Tax Planning: Exploring the critical role of tax strategies in holistic wealth management.
Effective Tax Strategies: Discussion of specific tax planning techniques, including the 83(b) election, Employee Stock Ownership Plans (ESOPs), and the benefits of gifting appreciated securities to charity.
Navigating Retirement Planning: Strategies for ensuring a secure and comfortable retirement, including the importance of having a diversified income stream.
Balancing Short-Term and Long-Term Goals: How to save for immediate needs while planning for future financial stability.
Risk Management: Understanding and mitigating risks such as mortality, longevity, and disability.
Behavioral Finance: The importance of behavior modification in investment decisions and financial planning.
The Role of Financial Advisors: How professional guidance can help you stay on track and make informed financial decisions.
Tune in to learn how to manage your wealth holistically, make informed tax decisions, and plan effectively for your future. Whether you are preparing for retirement or looking to optimize your current financial strategy, this episode offers valuable insights to help you achieve your goals.
Hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®.
Their discussion offers a comprehensive look into the first, crucial step of financial planning called the discovery phase. This episode is a must for anyone interested in gaining a deeper understanding of what to expect during the discovery phase of holistic wealth management and the value of holistic, personalized financial planning.
Key Topics Discussed:
Introduction to the Discovery Process: Smith opens with the purpose of the discovery step in understanding clients’ financial goals and preparing a personalized plan.
Role of Prosperity Capital Advisors: How the Registered Investment Advisory (RIA) firm JL Smith and Alison Wealth Management use, Prosperity Capital Advisors, offers support to advisors’ compliance, trading, reporting, and portfolio management to focus on client service.
Importance of Tailoring Financial Plans: Alison emphasizes how personal finance is more personal than finance and should focus on the client’s specific needs, goals, and personal circumstances for effective planning.
Navigating the Discovery Meeting: Alison discusses how he sets the agenda for discovery meetings, ensuring alignment of goals, and establishing a comfortable environment for open communication about financial aspirations and concerns.
Pre-Discovery Consultation: Alison and Smith discuss the precursor to the discovery meeting, where advisors evaluate how they can serve potential clients and determine the appropriateness of proceeding to the discovery phase.
Stay tuned for future episodes describing each step of the holistic wealth planning process!
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
Join host Bryan Bibbo as he sits down with Trevor Murray, MD, Assistant Professor of Surgery for the Department of Orthopedic Surgery at the Cleveland Clinic, who specializes in lower extremity joint replacements. Together, they discuss their shared passion for helping others, advancements in joint replacement technologies, as well as the importance of maintaining an active lifestyle for joint health. Tune in to hear practical advice on prevention, treatment options, and the profound difference a dedicated healthcare professional can make in improving patients’ quality of life.
Key topics discussed:
Murray’s Orthopedic Surgery Background: Trevor Murray discusses his unique journey into the field of orthopedic surgery, tracing back to his interest in athletics and desire to help people, at a young age.
Murray’s Extensive Training: Murray sheds light on the rigorous and lengthy process of becoming an orthopedic surgeon.
Advances in Joint Replacement Technology and Practices: Murray details how technological advancements have significantly increased the lifespan of hip replacements.
Activities To Maintain Joint Health: Emphasizing the multifactorial nature of joint health, Murray highlights the critical role of maintaining a healthy weight and engaging in low-impact exercises as preventive measures to stave off the need for joint replacement surgery.
Post-Surgical Recovery and Rehabilitation: Murray emphasized the importance of early mobilization, physical therapy focused on range of motion initially and then strength and endurance, and the overall timeline for achieving peak outcomes.
Addressing Fears and Misconceptions About Surgery: Murray debunks the adage of delaying surgery as long as possible and instead focusing on the patient’s quality of life and symptom severity.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community service on his career. Learn how Seth’s diverse expertise as a principal, chief investment officer, financial advisor, and auditor, makes him a valuable addition to the JL Smith family.
Key Topics Discussed:
Introduction to Seth Meisler: Seth Meisler joins JL Smith Holistic Wealth Management, enhancing the firm’s financial planning and investment strategies with his diverse expertise.
Seth’s Diverse Background: With a rich educational and professional background, including CPA, CFP®, and CFA credentials, Seth brings a multidisciplinary approach to wealth management.
The Importance of a Holistic Approach: The episode underscores the necessity of a holistic wealth management strategy, integrating all financial aspects to support clients’ overarching goals.
The Bucket Plan® in Retirement Planning: Seth and the hosts discuss the Bucket Plan® philosophy, a structured retirement planning approach that aligns assets with future needs and goals.
Philanthropy and Community Service: Highlighting philanthropy’s role, Seth shares how community service and giving back are integral to his personal and professional ethos.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
Join host, Jason L Smith and special guest, Kasia Hrecka, a functional medicine practitioner, as they discuss the transformative power of understanding and nurturing our bodies through functional medicine practices. Smith shares his health challenges and how incorporating functional medicine principles into his daily life under Kasia’s guidance helped him heal his gut, strengthen his immune system, and improve his day-to-day functioning and overall well-being. Tune in to learn how to incorporate these principles into your life, with a focus on nutrition, stress management, toxin reduction, and maintaining a healthy microbiome.
Key topics discussed:
1. Importance of Gut Health: Insights into the critical role of the microbiome in overall immunity and well-being, emphasizing dietary impact on gut health and its systemic effects on the body.
2. Jason’s Health Transformation: Jason shares his personal experience of overcoming health challenges through dietary changes and gut health optimization, showcasing the significant impact of functional medicine practices.
3. Holistic Health Defined: Exploration of holistic health as a state of vibrant physical, mental, and spiritual well-being, underscored by the necessity of a purposeful life for true health.
4. Incorporating Functional Medicine: Practical advice on how to integrate functional medicine principles into everyday life, focusing on good nutrition, stress reduction, minimizing toxin exposure, and supporting detoxification and mitochondrial health for overall vitality.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
Resources:
Nourish Up – Kasia’s Functional Medicine Health Coaching Services
Join host Jason L Smith and guest Jeff Tomaszewski, founder of MaxStrength Fitness, as they discuss the power of incorporating strength training into your holistic health plan. Jeff shares the numerous benefits of strength training and his business’ holistic approach, emphasizing the importance of full-body fitness and injury prevention. They also delve into how prioritizing your physical strength sets an example for your family and future generations. Whether you’re a CEO or a parent, this podcast provides actionable steps to start weight training to better your overall health and improve your daily functioning.
Resources: MaxStrength Fitness Personal Training Provider
Key Topics Discussed:
1. Strength-training benefits: Jeff highlights the many benefits of exercise, specifically strength training, and how it can profoundly improve the quality of your health and daily functioning.
2. Ease of implementation — Listeners learn how MaxStrength’s methodology of high-intensity, low-force strength training exercises makes it possible to achieve remarkable results in sessions of just 20-25 minutes in as little as 2 days a week.
3. Use it or lose it — Muscle tissue and mass diminish as we age. Adding muscle to your frame is vital for longevity.
4. Leading by example: whether CEOs or parents, Jeff and Jason discuss the powerful impact leaders can have by setting an example of prioritizing health.
5. Fostering healthy habits: The podcast highlights the importance of cultivating healthy habits like exercise, nutrition, and meditation practices within families and organizations, ensuring a legacy of wellness for generations to come.
6. Flexibility of weight training: Jeff explains how MaxStrength has adapted to offer virtual training options, making it convenient for clients worldwide to benefit from their approach.
7. The Mission of holistic health: Jeff shares his mission to help people become the strongest versions of themselves, not only in physical strength but also in all aspects of life.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your needs. Reach out to Us at JL Smith Holistic Wealth Management to see how we can help.
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.
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.
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.
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.
