Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Content provided by Chris Yonker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Yonker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Navigating Legacy and Wealth in Family Business with Jason Smith
Manage episode 480690246 series 2838450
Content provided by Chris Yonker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Yonker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Secret Thoughts of CEOS Ep. 133
Navigating Legacy and Wealth in Family Business with Jason Smith
In this powerful episode, host Chris Yonker sits down with Jason L Smith, founder of JL Smith Group, author of The Bucket Plan, and a nationally recognized financial advisor. Jason opens up about being fired by his own father, building a purpose-driven business from the ground up, and the holistic philosophy that now guides his wealth management firm—which oversees more than $4 billion in assets. Jason also shares deeply personal stories about resilience, raising grounded kids, and how intentional structure and values shape both his legacy and his clients’.
Timestamps
- 03:30 – Jason’s origin story: Fired by his dad, starting from scratch
- 14:20 – "Everything’s fine" vs. proactive planning: health + financial parallels
- 22:45 – The biggest tax mistake business owners make
- 34:00 – Educating next-gens: Financial stewardship in action
- 41:45 – The Bucket Plan: Now, Soon, Later framework
- 53:15 – Self-worth after financial collapse and bouncing back
Quotes
· “I’m actually the youngest of 11 and, um, it was a mixed marriage like my mom and dad, you know, both had kids came together and had me kinda like the Brady Bunch and I was like, uh, Alice or the dog.”[03:24]
· “Yeah, I. I. I feel like unfortunately our educational system is pretty broken in, in, in regards to teaching basic, you know, financial literacy, right?” [27:32]
· “And my top five are the top five most important things to me, like my true north in life. And you know, my top five is number one is health. Mind, body, and soul. Number two is Holly, my wife. Number three is my kids. Number four is my family and friends. And number five is leading and learning.” [48:45]
Websites:
Buy “The Bucket Plan” book Bucket-Plan®
Facebook: @JLSmithGroup
Instagram: @jl_smith_holistic_wealth
LinkedIn: @JLSmithGroup
100 episodes
Share
Manage episode 480690246 series 2838450
Content provided by Chris Yonker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Yonker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Secret Thoughts of CEOS Ep. 133
Navigating Legacy and Wealth in Family Business with Jason Smith
In this powerful episode, host Chris Yonker sits down with Jason L Smith, founder of JL Smith Group, author of The Bucket Plan, and a nationally recognized financial advisor. Jason opens up about being fired by his own father, building a purpose-driven business from the ground up, and the holistic philosophy that now guides his wealth management firm—which oversees more than $4 billion in assets. Jason also shares deeply personal stories about resilience, raising grounded kids, and how intentional structure and values shape both his legacy and his clients’.
Timestamps
- 03:30 – Jason’s origin story: Fired by his dad, starting from scratch
- 14:20 – "Everything’s fine" vs. proactive planning: health + financial parallels
- 22:45 – The biggest tax mistake business owners make
- 34:00 – Educating next-gens: Financial stewardship in action
- 41:45 – The Bucket Plan: Now, Soon, Later framework
- 53:15 – Self-worth after financial collapse and bouncing back
Quotes
· “I’m actually the youngest of 11 and, um, it was a mixed marriage like my mom and dad, you know, both had kids came together and had me kinda like the Brady Bunch and I was like, uh, Alice or the dog.”[03:24]
· “Yeah, I. I. I feel like unfortunately our educational system is pretty broken in, in, in regards to teaching basic, you know, financial literacy, right?” [27:32]
· “And my top five are the top five most important things to me, like my true north in life. And you know, my top five is number one is health. Mind, body, and soul. Number two is Holly, my wife. Number three is my kids. Number four is my family and friends. And number five is leading and learning.” [48:45]
Websites:
Buy “The Bucket Plan” book Bucket-Plan®
Facebook: @JLSmithGroup
Instagram: @jl_smith_holistic_wealth
LinkedIn: @JLSmithGroup
100 episodes
All episodes
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Similar to The Secret Thoughts of CEO's Podcast
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The Self-Employed Life Podcast (formerly Creative Warriors) provides business and personal development strategies for self-employed business owners that create sustainable success. A community of self-employed and small business owners, entrepreneurs, innovators and ambitious individuals that need creative solutions in business. Being self-employed and a business Warrior is a mindset, a spirit and a challenge. We need a different way of doing business. This is business with a soul. We discus ...
…
continue reading
Kara Goldin, Founder of Hint and Author of the WSJ Best Seller Undaunted, brings listeners real, unfiltered conversations with today’s boldest entrepreneurs, leaders, disruptors, and change-makers on The Kara Goldin Show. From overcoming setbacks to building iconic brands, Kara dives deep into the stories of those who dared to do things differently. Guests like Tony Robbins (entrepreneur, author), Chip Wilson (Lululemon), Guy Kawasaki (Apple, Canva), Mindy Grossman (WW), and Amy Errett (Madi ...
…
continue reading
The Craig Groeschel Leadership Podcast offers personal, practical coaching lessons that take the mystery out of leadership. In each episode of the Craig Groeschel Leadership Podcast, Craig brings you empowering insights and easy-to-understand takeaways you can use to lead yourself and lead your team. You’ll learn effective ways to grow as a leader, optimize your time, develop your team, and structure your organization.
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Hear the stories, learn the proven methods, and accelerate your growth and future through entrepreneurship. Welcome to The Foundr Podcast with Nathan Chan. About the show: For over a decade, The Foundr Podcast with Nathan Chan has been a leading entrepreneurship podcast for open-book conversations with, by, and for founders. Whether you're starting, building, or dreaming about your business, The Foundr Podcast is where you can access experienced founders who've been in your shoes to learn th ...
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
It’s no secret that business owners want to receive positive reviews and customers want to have a positive experience. In Behind the Review, Yelp and Entrepreneur dig a little deeper on both accounts. Hosted by Yelp’s Small Business Expert, Emily Washcovick, Behind the Review features conversations with reviewers and business owners about their experiences—whether it was one star or five stars—giving listeners behind-the-scenes insights into what was really going on. Restaurants, plumbers, f ...
…
continue reading
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