Tag Archives: JL Smith Group Holistic Wealth Management

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 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , , , ,

In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular health. 

Building on the foundation established in Part 1, Dr. Shah shares detailed recommendations for exercise frequency, nutrition choices, and stress management techniques that you can implement immediately. Her approach balances evidence-based cardiology with holistic practices, offering a comprehensive roadmap for heart health that complements your long-term financial wellness strategy. 

Key Topics: 

  • Exercise Blueprint: Discover an optimal weekly balance of resistance training, cardio, and flexibility work with practical guidelines for proper intensity and form. 
  • Nutrition Controversies: Navigate debates around red meat, fish, and fats with Dr. Shah’s personalized approach to heart-healthy eating based on Mediterranean principles. 
  • Sleep Fundamentals: Understand how quality sleep affects your heart health, stress hormones, and hunger regulation for better overall wellness. 
  • Morning Stress Protocol: Learn Dr. Shah’s personal 3-step morning routine that balances your nervous system and helps counteract the physiological effects of stress. 
  • Advanced Testing Options: Explore modern cardiovascular screenings that can detect potential issues early and help create personalized prevention strategies. 

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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 37: How to Prepare for Tax Season with Less Stress

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Investing, 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, , , , , , , , , , , , , ,

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller and Enrolled Agent at JL Smith who leads the tax division. 

Listen as Warnkin and Knudsen share practical strategies to simplify your tax preparation process and help you make informed decisions about your filing. They’ll walk you through how JL Smith’s holistic approach to wealth management helps prevent tax-time surprises while keeping you on track with your financial goals. 

Key Topics: 

  • Document Organization: Discover effective ways to gather and submit your tax documents using both digital portals and traditional methods 
  • Filing Status Benefits: Understand how to choose the best filing status for your situation, including special considerations for life changes and dependent claims 
  • Security Measures: Discover important steps to protect yourself from tax-related identity theft, including the value of IRS Identity Protection PINs 
  • Strategic Planning: Learn how incorporating tax planning into your wealth management strategy helps you prepare better and save more throughout the year 

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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 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships 

Benefits of Strength Training, Bryan Bibbo, CPA, Financial, 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, , , , , , , , , , ,

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a transformative approach to understanding how our emotional and relational patterns influence financial decision-making. 

Join us as we unpack strategies for fostering financial intimacy, overcoming money-related conflicts, and creating a balanced approach to wealth management that supports your emotional and financial health. 

Key Topics Discussed: 

  • Understanding Financial Intimacy: Learn what financial intimacy means and how it fosters transparency and trust in relationships. 
  • Attachment Styles and Money: Discover how attachment styles—secure, anxious, avoidant, and disorganized—affect financial decision-making and conflict resolution. 
  • Overcoming Financial Trauma: Explore methods to recover from past financial setbacks and rebuild confidence in managing money. 
  • Balancing Risk and Emotional Comfort: Strategies to align financial decisions with personal comfort levels and long-term goals. 
  • Practical Exercises for Couples: A simple yet powerful exercise to improve financial communication and connection in relationships. 

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Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

Bryan Bibbo, Financial, holistic wealth and health, Holistic Wealth Management, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , , ,

Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy.  

Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for your entire family. 

Key Topics Discussed: 

  • Document Organization Mastery: Learn how The Family Estate Organizer™ is used to create a centralized system for managing crucial financial, legal, and personal documents. 
  • Tax-Smart Asset Management: Master the organization of pre-tax, post-tax, and tax-favored investments to optimize inheritance outcomes for your beneficiaries. 
  • Legacy Planning Integration: Discover how the FEO seamlessly connects with The Bucket Plan® methodology to create a comprehensive wealth transfer strategy that aligns with your values. 
  • Crisis Prevention Protocol: Understand how proper document organization prevents common estate planning pitfalls and ensures immediate access to critical information during emergencies. 
  • Succession Planning: Learn the step-by-step process for ensuring your wealth transfers efficiently to the next generation while maintaining family harmony. 

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Episode 32: What is Functional Medicine? Holistic Healing Explained

holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , ,

Do you want to learn how an approach to health not solely reliant on pharmaceuticals can improve your longevity and quality of life? In this episode, Jason sits down with Dr. Robert Saper, holder of the Nancy J. and Michael F. Roizen Chair of Wellness and the Chair of Preventive Medicine at the Cleveland Clinic. Dr. Saper, a specialist in integrative medicine, shares his vast knowledge on the intersection of functional medicine, wellness, and preventive care. With over 80 peer-reviewed papers and more than 200 lectures globally, Dr. Saper explains how functional medicine addresses chronic conditions by focusing on the root causes rather than just symptoms.  

 

Key Topics Discussed: 

  • Defining Wellness and Functional Medicine: Understand the role of wellness in all aspects of life and how functional medicine addresses systematic imbalances to resolve chronic health issues 
  • The Role of Lifestyle Changes in Health: Learn how making intentional lifestyle adjustments can significantly improve chronic conditions and overall health 
  • The Power of Purpose and Meaning: Find your “why” to enhance health outcomes and longevity 
  • Integration of Medicine: How the Cleveland Clinic combines functional and wellness medicine with traditional Western practices to provide a holistic approach 
  • Evidence-Based Research: Learn through Dr. Saper’s research the importance of yoga to a growing body 

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Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

Financial, Holistic Financial Planning, holistic wealth and health, Holistic Wealth Management, Investing, Jason L Smith, JL Smith Holistic Wealth Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing.  

Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what you really need to know about protecting and growing your nest egg in today’s complex market environment. 

Key Topics Discussed: 

  • Investment Fundamentals: Learn why having a comprehensive financial plan is crucial before selecting specific investments 
  • Risk Management: Understand the difference between “smart risks” and “dumb risks” in investing 
  • Global Diversification: Discover why international exposure matters, with the U.S. representing 61% of global market value 
  • Market Timing: Why “time in the market” beats “timing the market” – supported by 50 years of market data 
  • The Bucket Plan® Strategy: How The Bucket Plan® philosophy of separating investments into Now, Soon, and Later buckets helps create peace of mind for retirement 

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Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

Bryan Bibbo, holistic wealth and health, Wealth and Health, wealth and health podcast, , , , , , , , ,

Join host Bryan Bibbo and special guest Artie Gardella, author and owner and personal fitness trainer at Synergy Senior Fitness, as they explore the vital importance of exercise and wellness for seniors.  

Together, Bibbo and Gardella discuss how tailored fitness programs can dramatically improve quality of life, mental health, and physical capabilities for older adults. 

Key Topics Discussed: 

  • Exercise for Seniors: Artie explains how senior-centric exercises differ from traditional workouts and why they’re crucial for maintaining independence and vitality. 
  • The Science of Happiness: A breakdown of how exercise stimulates the body’s “happy chemicals” and combats depression in seniors. 
  • Balance and Motion: Discussion on the importance of balance exercises and how they can prevent potentially life-threatening falls. 
  • Functional Fitness: Various ways seniors can incorporate exercise into daily activities to maintain strength and mobility. 
  • Overcoming Obstacles: Strategies for motivating seniors who may be reluctant to start exercising. 

Listen as Gardella shares inspiring stories of seniors whose lives have been transformed through fitness and offers practical advice for getting started at any age. 

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