Episodios

  • Episode 57: Financial Readiness in Times of Uncertainty

    Episode 57: Financial Readiness in Times of Uncertainty
    Dec 1 2025
    What happens when your paycheck suddenly stops? In this conversation, guest host Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, sits down with Joe Voellm, CFF, ChFC®, CLU®, Senior Wealth Manager at JL Smith and former U.S. Marine, to discuss building financial resilience when income gets disrupted. Whether you’re a … Continue reading Episode 57: Financial Readiness in Times of Uncertainty →
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    21 m
  • Episode 56: Building Health Foundations Through Daily Routines

    Episode 56: Building Health Foundations Through Daily Routines
    Nov 10 2025
    What does it take to maintain your health, independence, and vitality as you age? In this conversation, host Jason L Smith welcomes Jason Ott, Founder of Empowered Prevention, to discuss the power of daily routines and fundamental health practices that support mind, body, and spirit. Listen as Jason Ott shares his personal journey from watching … Continue reading Episode 56: Building Health Foundations Through Daily Routines →
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    36 m
  • 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 →
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    29 m
  • 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 →
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    22 m
  • 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 →
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    25 m
  • Episode 52: “Never Stale” Leadership Development Strategies Part 2

    Episode 52: “Never Stale” Leadership Development Strategies Part 2
    Sep 15 2025
    How do the most successful leaders maintain their competitive edge year after year? Join host Jason L Smith and leadership speaker, consultant and executive coach, Dr. Linda Travelute for part two of their conversation on building sustainable growth habits. Dr. Linda introduces John Maxwell’s “Rule of 5” – daily practices in reading, writing, thinking, exercise, … Continue reading Episode 52: “Never Stale” Leadership Development Strategies Part 2 →
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    25 m
  • Episode 51: “Never Stale” Leadership Development Strategies

    Episode 51: “Never Stale” Leadership Development Strategies
    Sep 2 2025
    What separates leaders who thrive from those who become stale over time? In this engaging conversation, host Jason L Smith sits down with leadership speaker, consultant and executive coach, Dr. Linda Travelute, to explore the mental barriers that keep business owners and executives from reaching their full potential. Dr. Linda, founder of Maximized Leaders and … Continue reading Episode 51: “Never Stale” Leadership Development Strategies →
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    23 m
  • Episode 50: How to Make the Most of Your Social Security Benefits

    Episode 50: How to Make the Most of Your Social Security Benefits
    Aug 18 2025
    In this eye-opening conversation, host Bryan Bibbo sits down with Social Security specialist, Ash Ahluwalia, CFP ®, MBA, head of Social Security Planning at OneTeam Financial, to uncover the complex world of Social Security optimization that many Americans never fully understand. Through real client stories and practical examples, he demonstrates how proper Social Security planning … Continue reading Episode 50: How to Make the Most of Your Social Security Benefits →
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    39 m