Episodes

  • Episode 54: Tax Management Strategies for Retirement Part 2

    Episode 54: Tax Management Strategies for Retirement Part 2
    Oct 13 2025
    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 … Continue reading Episode 54: Tax Management Strategies for Retirement Part 2 →
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    22 mins
  • Episode 53: Tax Management Strategies for Retirement Part 1

    Episode 53: Tax Management Strategies for Retirement Part 1
    Sep 29 2025
    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 … Continue reading Episode 53: Tax Management Strategies for Retirement Part 1 →
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    25 mins
  • Episode 52: “Never Stale” Leadership Development Strategies Part 2

    Episode 52: “Never Stale” Leadership Development Strategies Part 2
    Sep 15 2025
    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, … Continue reading Episode 52: “Never Stale” Leadership Development Strategies Part 2 →
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    25 mins
  • Episode 51: “Never Stale” Leadership Development Strategies

    Episode 51: “Never Stale” Leadership Development Strategies
    Sep 2 2025
    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 … Continue reading Episode 51: “Never Stale” Leadership Development Strategies →
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    23 mins
  • Episode 50: How to Make the Most of Your Social Security Benefits

    Episode 50: How to Make the Most of Your Social Security Benefits
    Aug 18 2025
    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 … Continue reading Episode 50: How to Make the Most of Your Social Security Benefits →
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    39 mins
  • Episode 49: Transforming Health & Community with Pickleball Part 2

    Episode 49: Transforming Health & Community with Pickleball Part 2
    Aug 4 2025
    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 … Continue reading Episode 49: Transforming Health & Community with Pickleball Part 2 →
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    23 mins
  • Episode 48: Transforming Health & Community with Pickleball Part 1

    Episode 48: Transforming Health & Community with Pickleball Part 1
    Jul 21 2025
    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 … Continue reading Episode 48: Transforming Health & Community with Pickleball Part 1 →
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    26 mins
  • Episode 47: Year-Round Tax Strategies for Wealth Building

    Episode 47: Year-Round Tax Strategies for Wealth Building
    Jul 7 2025
    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 … Continue reading Episode 47: Year-Round Tax Strategies for Wealth Building →
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    Less than 1 minute