JL Smith | Holistic Wealth Management

1:38

What’s Next for Holistic Wealth & Health?

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22:50

How do RMDs Affect Your Taxes, Medicare, and Your Legacy?

JL Smith | Holistic Wealth Management

Shared 1 month ago

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43:57

Are You More Sensitive Than You Think? Sensory Processing Explained

JL Smith | Holistic Wealth Management

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24:01

How to Turn Your Completed Tax Return into a Tax Strategy

JL Smith | Holistic Wealth Management

Shared 3 months ago

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2:15

Is Gold & Silver Still a Smart Hedge? 3 Things Many Investors Don’t Realize

JL Smith | Holistic Wealth Management

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2:14

What Blockchain and Tokenization Could Mean for Investors

JL Smith | Holistic Wealth Management

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1:20

Are Your Charitable Donations Tax-Efficient in 2026?

JL Smith | Holistic Wealth Management

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42:39

What Does Burnout Really Cost High Achievers?

JL Smith | Holistic Wealth Management

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4:06

An Announcement from JL Smith Holistic Wealth Management

JL Smith | Holistic Wealth Management

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3:00

Are You Losing Purchasing Power Without Realizing It?

JL Smith | Holistic Wealth Management

Shared 5 months ago

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4:36

What Do You Actually Own When You Invest?

JL Smith | Holistic Wealth Management

Shared 5 months ago

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59:42

What Makes Employees Stay? The Power of Intentional Joy

JL Smith | Holistic Wealth Management

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19:37

Stop Learning AI, Start Using It to Make Better Decisions

JL Smith | Holistic Wealth Management

Shared 6 months ago

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23:52

Stop Learning AI, Start Using It: Save 15+ Hours Weekly

JL Smith | Holistic Wealth Management

Shared 6 months ago

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51:40

Why 150 Minutes of Movement in a Week Keeps You Independent

JL Smith | Holistic Wealth Management

Shared 7 months ago

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0:44

New $25,000 Tip Income Deduction Explained

JL Smith | Holistic Wealth Management

Shared 8 months ago

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0:46

Families: The Higher Child Tax Credit Is Here to Stay

JL Smith | Holistic Wealth Management

Shared 8 months ago

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0:49

Trump Accounts Explained: Tax-Advantaged Savings for Kids

JL Smith | Holistic Wealth Management

Shared 8 months ago

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21:25

Episode 57: Financial Readiness in Times of Uncertainty

JL Smith | Holistic Wealth Management

Shared 8 months ago

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0:53

1 Minute to Smarter Charitable Giving

JL Smith | Holistic Wealth Management

Shared 9 months ago

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0:44

Business Owners: What to Know About the Business Interest Deduction

JL Smith | Holistic Wealth Management

Shared 9 months ago

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35:47

Episode 56: Are Your Daily Habits Helping or Hurting Your Health?

JL Smith | Holistic Wealth Management

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0:57

How 100% Bonus Depreciation Could Boost Your Business

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Shared 9 months ago

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1:09

How Do Permanent Tax Brackets Affect You?

JL Smith | Holistic Wealth Management

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29:13

Episode 55: The 3-Part Tax Approach That Protects Your Wealth

JL Smith | Holistic Wealth Management

Shared 10 months ago

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0:51

Could the New Overtime Deduction Cut Your Tax Bill?

JL Smith | Holistic Wealth Management

Shared 10 months ago

157 views

3:55

The Future of Wealth: How AI Is Transforming Financial Planning

JL Smith | Holistic Wealth Management

Shared 10 months ago

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22:04

Episode 54: Tax Management Strategies for Retirement Part 2

JL Smith | Holistic Wealth Management

Shared 10 months ago

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0:58

Big Win for Taxpayers: SALT Deduction Raised to $40,000

JL Smith | Holistic Wealth Management

Shared 10 months ago

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4:23

Are Your Children Learning the Wrong Money Lessons?

JL Smith | Holistic Wealth Management

Shared 10 months ago

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24:35

Episode 53: Tax Management Strategies for Retirement Part 1

JL Smith | Holistic Wealth Management

Shared 11 months ago

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0:56

20% QBI Made Permanent: 3 Things to Know about Section 199A

JL Smith | Holistic Wealth Management

Shared 11 months ago

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24:35

Episode 52: “Never Stale” Leadership Development Strategies Part 2

JL Smith | Holistic Wealth Management

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1:25

How Can You Avoid the 40% Estate Tax with the OBBB?

JL Smith | Holistic Wealth Management

Shared 11 months ago

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22:55

Episode 51: “Never Stale” Leadership Development Strategies

JL Smith | Holistic Wealth Management

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1:18

Could This $6K Tax Break Boost Your Retirement Income?

JL Smith | Holistic Wealth Management

Shared 1 year ago

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38:46

Episode 50: How to Make the Most of Your Social Security Benefits

JL Smith | Holistic Wealth Management

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2:54

What is a Legacy Letter to Your Heirs?

JL Smith | Holistic Wealth Management

Shared 1 year ago

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23:07

Episode 49: Transforming Health & Community with Pickleball Part 2

JL Smith | Holistic Wealth Management

Shared 1 year ago

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3:17

How Health Impacts Retirement: Planning for Medical Costs, Longevity & Financial Security

JL Smith | Holistic Wealth Management

Shared 1 year ago

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26:17

Episode 48: Transforming Health & Community with Pickleball Part 1

JL Smith | Holistic Wealth Management

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3:37

Concerned About Retirement Planning? How to Handle the 3 Biggest Risks

JL Smith | Holistic Wealth Management

Shared 1 year ago

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33:05

Episode 47: Year-Round Tax Strategies for Wealth Building

JL Smith | Holistic Wealth Management

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2:44

Financial Planning for Market Volatility: A Simple 3-Bucket Strategy

JL Smith | Holistic Wealth Management

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49:02

Episode 46: How Busy CEOs Stay Healthy with Len Komoroski

JL Smith | Holistic Wealth Management

Shared 1 year ago

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2:41

Smart Giving: Ways to Help Your Charitable Donations Truly Make a Difference

JL Smith | Holistic Wealth Management

Shared 1 year ago

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35:05

Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2

JL Smith | Holistic Wealth Management

Shared 1 year ago

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26:34

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

JL Smith | Holistic Wealth Management

Shared 1 year ago

106 views

3:24

Understanding Elder Financial Abuse: What It Is and How to Prevent It

JL Smith | Holistic Wealth Management

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194 views

3:57

Understanding the U.S. Credit Downgrade (2025)

JL Smith | Holistic Wealth Management

Shared 1 year ago

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19:34

Episode 43: Caring for Your Wealth with Annual Financial Health Checkups

JL Smith | Holistic Wealth Management

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3:33

Protect Your Assets: The Power of an Umbrella Insurance Policy

JL Smith | Holistic Wealth Management

Shared 1 year ago

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38:00

Episode 42: Physical Returns on Your Wellness Investment

JL Smith | Holistic Wealth Management

Shared 1 year ago

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32:18

Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

JL Smith | Holistic Wealth Management

Shared 1 year ago

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3:07

Wise Up Wednesday | Tax Management for Women

JL Smith | Holistic Wealth Management

Shared 1 year ago

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4:35

Tariffs, Volatility, and Your Wealth: How to Build a Resilient Financial Plan

JL Smith | Holistic Wealth Management

Shared 1 year ago

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2:57

Wise Up Wednesday | Estate Planning for Women

JL Smith | Holistic Wealth Management

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24:17

Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

JL Smith | Holistic Wealth Management

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4:30

Wise Up Wednesday | Longevity Planning for Women

JL Smith | Holistic Wealth Management

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3:40

Wise Up Wednesday | Lifestyle Protection Planning for Women

JL Smith | Holistic Wealth Management

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