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  • Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1

    Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1
    2025/05/26
    What happens when an NFL legend transitions from the gridiron to building generational wealth? In this deeply personal conversation, host Bryan Bibbo sits down with Jacksonville Jaguars and Florida Gators icon Fred Taylor to discuss faith, family legacy, and the financial lessons learned through both triumph and adversity. Fred opens up about his journey from … Continue reading Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1 →
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    27 分
  • Episode 43: Caring for Your Wealth with Annual Financial Health Checkups

    Episode 43: Caring for Your Wealth with Annual Financial Health Checkups
    2025/05/12
    Just as you schedule a yearly physical to maintain your health, your financial well-being deserves the same thoughtful attention. In this episode, guest host Matt Seitz, Chief Marketing Officer at JLS and C2P, sits down with Jeff Warnkin, Senior Wealth Manager at JL Smith, to explore how annual financial reviews serve as critical checkups for … Continue reading Episode 43: Caring for Your Wealth with Annual Financial Health Checkups →
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    20 分
  • Episode 42: Physical Returns on Your Wellness Investment

    Episode 42: Physical Returns on Your Wellness Investment
    2025/04/28
    Are you treating your body like a neglected asset instead of your most valuable investment? In this enlightening conversation, host Jason L Smith reconnects with his personal functional medicine coach, Dr. Kasia Hrecka, PhD, to explore how strategic health investments yield powerful dividends in energy, longevity, and quality of life. For over seven years, Kasia … Continue reading Episode 42: Physical Returns on Your Wellness Investment →
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    38 分
  • Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

    Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes
    2025/04/14
    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 … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →
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    32 分
  • Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

    Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2
    2025/03/31
    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 … Continue reading Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2 →
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    24 分
  • Episode 39: Weathering Market Volatility in Uncertain Times

    Episode 39: Weathering Market Volatility in Uncertain Times
    2025/03/17
    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 … Continue reading Episode 39: Weathering Market Volatility in Uncertain Times →
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    31 分
  • Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

    Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1
    2025/03/03
    Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology … Continue reading Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1 →
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    1分未満
  • Episode 37: How to Prepare for Tax Season with Less Stress

    Episode 37: How to Prepare for Tax Season with Less Stress
    2025/02/17
    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 … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →
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    34 分