Model FA Podcast Bucket List Wealth: Your Guide to Financial Freedom with Jason L Smith
Stand by Model FAs! Today I am sitting down with Jason L Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial planning process, the "bucket plan," and its impact on clients.
Jason also explains the "tax trilogy" of services: tax planning, tax management, and tax preparation. He emphasizes the importance of documenting processes, building a strong team, and differentiating through tax services. David highlights the success of merging tax practices with financial planning, citing a client who grew assets from $160 million to over $800 million.
In this episode:
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The Holistic Wealth Management Approach
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The Bucket Plan: Time-Segmented Financial Planning
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Tax Trilogy: A Strategic Financial Framework
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Team and Process: Scaling Your Financial Practice
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Client-Centric Wealth Creation
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Connect with Jason:
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Website: https://www.jlsmithgroup.com/
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LinkedIn: https://www.linkedin.com/in/jason-l-smith-cep%C2%AE-bpc-b998ab14/
About the Model FA Podcast
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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Our Team:
President of Model FA, David DeCelle
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