206: The Evolution of Planning with Bob Jazwinski episode artwork

EPISODE · Aug 27, 2026 · 26 MIN

206: The Evolution of Planning with Bob Jazwinski

from Aligned Money Show · host Aligned Money Show

We focused on the evolution of the financial planning profession, the principles that have guided success, the growing wealth gap and financial literacy challenges, the role of artificial intelligence in advisory firms, and the broader meaning of money in the context of a fulfilling life, with Bob Jazwinski, Co-CEO of JFS Wealth Advisors. You can learn more about Bob at JFSWA.com, Facebook, and LinkedIn.Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: https://www.mymeaningfulfew.com/ Did you get anything out of this episode? Do us a solid and leave a review:https://ratethispodcast.com/alignedmoneyshow Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. Buy George G a coffee (he loves coffee)https://www.buymeacoffee.com/lifebloodHave George G speakhttps://moneyalignmentacademy.com/speaking/ Financial literacy and wellness for individuals, families, and companieshttps://moneyalignmentacademy.com/ Find George G’s books herehttps://amzn.to/3R2gIhH The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.

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206: The Evolution of Planning with Bob Jazwinski

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