When tax season ends, tax planning begins. Join host Bryan Bibbo as he sits down with Chad Weigl, CFF, BPC, NSSA, lead advisor at JL Smith Holistic Wealth Management, a Prosperity Capital Advisors company, to walk through what high-income earners and pre-retirees should consider once their return is filed.

With more than a decade of experience in retirement income planning, tax strategy, Social Security, and estate planning, Chad breaks down which line items on your return reveal some of the biggest missed opportunities, and how to translate this year’s outcome into a smarter plan before the window closes.

Key Topics:

• Your Tax Return as a Planning Tool: Why filing it away until next April can be a costly mistake, and which specific line items deserve your attention right now.

• The Hidden Cost of Capital Gain Distributions: How internal trades by mutual fund and exchange-traded fund (ETF) managers can generate surprise taxable events, and what strategies may help reduce them.

• Tax-Efficient Withdrawal Strategies: How structuring distributions across pre-tax, post-tax, and Roth accounts can help keep you in the lowest possible bracket throughout retirement.

• Roth Conversions and Market Downturns: Why periods of market volatility can create timely opportunities to convert more shares at a discount and let them recover tax-free.

• Planning for High-Income Earners: How to approach deferred compensation elections, restricted stock units (RSUs), and equity compensation, and why many of these decisions often need to be made a full year in advance.

What if the greatest threat to your success is the pace at which you’re running toward the finish line? In this candid conversation, host Bryan Bibbo sits down with leadership coach Aneta Kuzma, to talk about what happens when high achievers keep pushing without ever pausing, and what to do before the crash comes for them.

Aneta brings 25 years of executive experience, including 22 years in banking as a Senior Vice President, alongside an MBA and deep training in nervous system regulation, somatic practices, and spiritual leadership. After hitting burnout herself, she developed the Sacred Success framework to help driven professionals stop deferring their lives and start leading with clarity, purpose, and grounded power.

Key Topics:

• Recognizing Burnout Before It Stops You: Discover the physical, mental, and emotional signals your body sends long before you hit the wall, and why high achievers are conditioned to override them.

• Prioritizing a Sleep Routine: Learn how mimicking nature’s rhythms and removing common evening habits can dramatically improve your rest and recovery without overhauling your life.

• Starting Your Day with Intention: Explore how just 15 minutes of intentional quiet in the morning can reduce mental noise, improve focus, and set a more grounded tone for the entire day.

• Reframing Boundaries as Commitments: Understand why boundaries feel uncomfortable for high achievers and how reframing them as personal commitments can make them easier to set and sustain.

• Living the Width, Not Just the Length: Aneta shares the philosophy behind her book and why waiting for retirement, the weekend, or “when things slow down” may be the most costly decision you’re making right now.

What if the key to solving employee disengagement, burnout, and turnover isn’t another productivity tool or incentive program, but intentional joy? In this conversation, host Bryan Bibbo sits down with Dave Caperton, internationally recognized keynote speaker, former stand-up comedian, and author, to explore how joy can be fuel for performance, innovation, and retention.

Dave draws a critical distinction between fleeting happiness and enduring joy, defining joy as “happiness firmly rooted in purpose.” Through personal stories, including a touching memory of his first day of school bus driver who knew his name, Dave illustrates how small acts of presence and recognition create lasting impact.

Key Topics:

• Defining Intentional Joy: Understanding joy as happiness rooted in purpose that endures even through suffering, and why making joy a mission-level goal can change everything

• The Four Elements of Joy: How practicing passion/enthusiasm, gratitude, kindness, and humor creates cultures where people thrive and why presence is the prerequisite for all four

• Gratitude as the Cornerstone: Why gratitude is a powerful force in interpersonal relationships, how to practice it internally (perception) and externally (recognition), and the concept of “aspirational gratitude”

• The Power of Presence: Why the greatest gift you can give others is your undivided attention, how distraction erodes connection, and the simple phrase “I just need your eyes” that transforms interactions

• Building Joyful Cultures: Recognizing the top three employee needs (recognition, inclusion, being cared about), and why embeddedness trumps compensation in retention

• Humor That Connects: The critical question “Does it require a victim?” and guidelines for using humor as a tool for connection rather than a weapon that alienates