JL Smith | Holistic Wealth Management

19:37

Stop Learning AI, Start Using It to Make Better Decisions

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23:52

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

JL Smith | Holistic Wealth Management

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51:40

Why 150 Minutes of Movement in a Week Keeps You Independent

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0:44

New $25,000 Tip Income Deduction Explained

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0:46

Families: The Higher Child Tax Credit Is Here to Stay

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0:49

Trump Accounts Explained: Tax-Advantaged Savings for Kids

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21:25

Episode 57: Financial Readiness in Times of Uncertainty

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0:53

1 Minute to Smarter Charitable Giving

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0:44

Business Owners: What to Know About the Business Interest Deduction

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35:47

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

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0:57

How 100% Bonus Depreciation Could Boost Your Business

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1:09

How Do Permanent Tax Brackets Affect You?

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29:13

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

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0:51

Could the New Overtime Deduction Cut Your Tax Bill?

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3:55

The Future of Wealth: How AI Is Transforming Financial Planning

JL Smith | Holistic Wealth Management

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22:04

Episode 54: Tax Management Strategies for Retirement Part 2

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0:58

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

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4:23

Are Your Children Learning the Wrong Money Lessons?

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24:35

Episode 53: Tax Management Strategies for Retirement Part 1

JL Smith | Holistic Wealth Management

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0:56

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

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24:35

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

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1:25

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

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22:55

Episode 51: “Never Stale” Leadership Development Strategies

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1:18

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

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38:46

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

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2:54

What is a Legacy Letter to Your Heirs?

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23:07

Episode 49: Transforming Health & Community with Pickleball Part 2

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3:17

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

JL Smith | Holistic Wealth Management

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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

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33:05

Episode 47: Year-Round Tax Strategies for Wealth Building

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2:44

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

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49:02

Episode 46: How Busy CEOs Stay Healthy with Len Komoroski

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2:41

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

JL Smith | Holistic Wealth Management

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35:05

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

JL Smith | Holistic Wealth Management

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26:34

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

JL Smith | Holistic Wealth Management

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104 views

3:24

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

JL Smith | Holistic Wealth Management

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193 views

3:57

Understanding the U.S. Credit Downgrade (2025)

JL Smith | Holistic Wealth Management

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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

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256 views

38:00

Episode 42: Physical Returns on Your Wellness Investment

JL Smith | Holistic Wealth Management

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32:18

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

JL Smith | Holistic Wealth Management

Shared 10 months ago

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3:07

Wise Up Wednesday | Tax Management for Women

JL Smith | Holistic Wealth Management

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4:35

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

JL Smith | Holistic Wealth Management

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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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31:07

Episode 39: Weathering Market Volatility in Uncertain Times

JL Smith | Holistic Wealth Management

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2:10

Updates to Social Security 2025

JL Smith | Holistic Wealth Management

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2:32

Wise Up Wednesday | Holistic Wealth Management for Women

JL Smith | Holistic Wealth Management

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22:38

Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

JL Smith | Holistic Wealth Management

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5:21

What We Know About Trump's Proposed Tax Bill

JL Smith | Holistic Wealth Management

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34:06

Episode 37: How to Prepare for Tax Season with Less Stress

JL Smith | Holistic Wealth Management

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11:24

Episode 36.5: Mastering Digital Security - Passwords and Protection

JL Smith | Holistic Wealth Management

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2:46

Preventing Property Fraud

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3:29

Breaking Down the Social Security Fairness Act: What You Need to Know

JL Smith | Holistic Wealth Management

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32:06

Episode 36: Protecting Your Wealth from Cybercrime with Carrie Kerskie

JL Smith | Holistic Wealth Management

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6:09

Market Update Q1 2025

JL Smith | Holistic Wealth Management

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26:53

Episode 35: Free, Trusted Retirement Learning Through AFEA

JL Smith | Holistic Wealth Management

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