Épisodes

  • Episode 47: Year-Round Tax Strategies for Wealth Building

    Episode 47: Year-Round Tax Strategies for Wealth Building
    Jul 7 2025
    Tax season doesn’t end on April 15th. If you want to build and protect your wealth, consider it a year-round opportunity and practice. Join host Bryan Bibbo as he sits down with Seth Meisler, CPA, CFP, and Chief Investment Officer from JL Smith’s Minnesota office, to explore why the traditional strategy of just pushing taxes … Continue reading Episode 47: Year-Round Tax Strategies for Wealth Building →
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    Moins d'une minute
  • Episode 46: How Busy CEOs Stay Healthy with Len Komoroski

    Episode 46: How Busy CEOs Stay Healthy with Len Komoroski
    Jun 23 2025
    What happens when two competitive CEOs turn health and wellness into a friendly rivalry? In this episode, host Jason L Smith sits down with former Cleveland Cavaliers CEO, now Lake Erie Crushers co-owner, Len Komoroski, to explore how high-performing executives can optimize their health while managing demanding careers. Len shares his journey from traditional sports … Continue reading Episode 46: How Busy CEOs Stay Healthy with Len Komoroski →
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    49 min
  • Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2

    Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2
    Jun 9 2025
    In this deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football. Through candid discussions … Continue reading Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2 →
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    35 min
  • Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1

    Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1
    May 26 2025
    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 min
  • Episode 43: Caring for Your Wealth with Annual Financial Health Checkups

    Episode 43: Caring for Your Wealth with Annual Financial Health Checkups
    May 12 2025
    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 min
  • Episode 42: Physical Returns on Your Wellness Investment

    Episode 42: Physical Returns on Your Wellness Investment
    Apr 28 2025
    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 min
  • Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

    Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes
    Apr 14 2025
    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 min
  • Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

    Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2
    Mar 31 2025
    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 min