Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community service on his career. Learn how Seth’s diverse expertise as a principal, chief investment officer, financial advisor, and auditor, makes him a valuable addition to the JL Smith family.

Key Topics Discussed:

1. Introduction to Seth Meisler: Seth Meisler joins JL Smith Holistic Wealth Management, enhancing the firm’s financial planning and investment strategies with his diverse expertise.
   
2. Seth’s Diverse Background: With a rich educational and professional background, including CPA, CFP®, and CFA credentials, Seth brings a multidisciplinary approach to wealth management.
   
3. The Importance of a Holistic Approach: The episode underscores the necessity of a holistic wealth management strategy, integrating all financial aspects to support clients’ overarching goals.
   
4. The Bucket Plan® in Retirement Planning: Seth and the hosts discuss the Bucket Plan® philosophy, a structured retirement planning approach that aligns assets with future needs and goals.
   
5. Philanthropy and Community Service: Highlighting philanthropy’s role, Seth shares how community service and giving back are integral to his personal and professional ethos.
   

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