Holistic Wealth and Health Podcast
Latest Episodes
Episode 9 Re-Drop: Ed Slott’s Guide to Maximizing Retirement Savings
In this episode, host Jason L Smith, CEP, BPC, sits down with Americas IRA Expert: Ed Slott, CPA. He is the founder and CEO at Ed Slott and Company and a professional speaker and author.
Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor
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 Seths journey in t