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 his mother beat brain cancer only to experience physical deterioration due to lifestyle factors, which inspired his 15+ year career in exercise science, herbalism, and integrative health. 

The two Jasons explore the differences between allopathic, functional, integrative, and lifestyle medicine, and why finding practitioners who take time to understand your whole health picture matters. They each share their personal morning routines, from breathwork and meditation to journaling and movement, demonstrating that building a foundation for wellness doesn’t require perfection, just consistency with the basics. 

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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 between receiving tax advice and implementing it, exploring overlooked pitfalls like Medicare premium spikes, and why the recent tax law changes create unprecedented Roth conversion opportunities. 

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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 your lifetime tax burden. 

Dave reveals why tax management isn’t a one-time event but an ongoing process that adapts to your changing life circumstances and evolving tax laws.  Listen for actionable insights on how to smooth out income peaks and valleys, capitalize on low-tax years, and keep more money in your family instead of unnecessarily giving it to the government. 

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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 Journey® — a revolutionary framework we use at JL Smith to help our clients keep more of what they’ve worked so hard to build by reducing their lifetime tax burden. 

Dave reveals critical planning principles like “it’s not what you make, it’s what you keep,” and why not all money is taxed the same, and how this understanding can transform your approach to both saving and spending in retirement. 

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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, and reflection that compound over time. Jason shares his parallel approach through journaling and the critical need for margin in your schedule to allow for strategic thinking rather than constant busyness. The discussion also explores the powerful but often overlooked impact of environment and relationships on leadership development. 

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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 creator of the Limitless Group Coaching Program, reveals why so many leaders admit to not being interested in personal or professional growth—and how this stagnation is costing them competitive advantage. Drawing from her extensive work with John Maxwell and her experience managing organizations from a young age, she shares practical strategies for continuous leadership development. 

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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 can help many couples make the most of their benefits and provide a significant source of income in retirement. Ash also addresses recent tax law confusion and explains why even high-net-worth individuals worth $80 million shouldn’t overlook their Social Security strategy. 

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Ready to take your pickleball game to the next level? Join host Bryan Bibbo as he continues our conversation with Verna Griffin, the “Pickleball Queen of Neptune Beach.”  In part two, we dive deep into the strategy and technique that separates recreational players from competitive ones. 

With over 15 years of experience playing and teaching sport, Verna has a lot to share. She also reveals her inspiring journey from retirement uncertainty to finding renewed purpose as a certified instructor, proving that it’s never too late to discover a passion that transforms your physical and mental well-being. 

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What happens when a simple introduction to a “silly game with a plastic ball” transforms into a lifelong passion that builds community and transforms health? In this energetic conversation, host Bryan Bibbo sits down with Verna Griffin, a Professional Pickleball Registry (PPR) certified instructor, affectionately known as the “Pickleball Queen of Neptune Beach,” who has been teaching and promoting pickleball since 2009—long before most of us knew it existed. 

Verna shares her remarkable journey from that first hour of play that got her “hooked” to building a local community that grew from four players to 45 people within just one month. Through candid stories about chalk-lining courts every Saturday morning, teaching players from age 5 to 92, and witnessing the sport explode in popularity nationwide, Verna reveals how pickleball offers something no other sport does: a perfect combination of physical fitness, mental engagement, and genuine social connection that welcomes “all walks of life.” 

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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 to future years is obsolete and how effective tax planning now requires thinking like “3D chess” – considering multiple variables across time. 

With 17 years of experience spanning public accounting, corporate finance, and wealth management, Seth reveals the strategic moves you can make right now to help minimize your tax burden and maximize your wealth. 

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