OFFRE D'UNE DURÉE LIMITÉE. Obtenez 3 mois à 0,99 $/mois. Profiter de l'offre.
Page de couverture de Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

Auteur(s): Jason L Smith
Écouter gratuitement

À propos de cet audio

 Are you ready to take a different approach to your financial life? This is not your typical financial podcast, we’re inspiring and teaching you how to prosper in your mind, body, and spirit, not just your finances. Join us as we focus on what matters most –– living your best life possible.Holistic Wealth and Health All Rights Reserved Finances personnelles Hygiène et mode de vie sain Économie
Épisodes
  • Episode 55: The 3-Part Tax Approach That Protects Your Wealth

    Episode 55: The 3-Part Tax Approach That Protects Your Wealth
    Oct 27 2025
    What’s the difference between tax planning, management, and preparation? Why does it matter? In this conversation, host Bryan Bibbo sits down with Jeff Warnkin, CPA, CFP®, Senior Wealth Manager, with over 30 years of experience, to reveal why countless Americans are unknowingly stuck in the government’s “default tax plan.” Together they reveal the costly gap … Continue reading Episode 55: The 3-Part Tax Approach That Protects Your Wealth →
    Voir plus Voir moins
    29 min
  • Episode 54: Tax Management Strategies for Retirement Part 2

    Episode 54: Tax Management Strategies for Retirement Part 2
    Oct 13 2025
    Ever wondered how billionaires like Warren Buffett and Jeff Bezos often pay lower tax rates—and what strategies you might be able to apply to your own situation? In this second part of their conversation, host Bryan Bibbo and Dave Alison, CFP, EA, BPC, dive deeper into practical tax management strategies that can help you reduce … Continue reading Episode 54: Tax Management Strategies for Retirement Part 2 →
    Voir plus Voir moins
    22 min
  • Episode 53: Tax Management Strategies for Retirement Part 1

    Episode 53: Tax Management Strategies for Retirement Part 1
    Sep 29 2025
    What if your biggest lifetime expense isn’t your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management … Continue reading Episode 53: Tax Management Strategies for Retirement Part 1 →
    Voir plus Voir moins
    25 min
Pas encore de commentaire