Holistic Wealth and Health Podcast

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 →

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 →

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 →

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 →

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 →

What happens when two competitive CEOs turn health and wellness into a friendly rivalry? In this episode, host Jason L Smith sits down with former Cleveland Cavaliers CEO, now Lake Erie Crushers co-owner, Len Komoroski, to explore how high-performing executives can optimize their health while managing demanding careers. Len shares his journey from traditional sports … Continue reading Episode 46: How Busy CEOs Stay Healthy with Len Komoroski →

In this deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football. Through candid discussions … Continue reading Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2 →

What happens when an NFL legend transitions from the gridiron to building generational wealth? In this deeply personal conversation, host Bryan Bibbo sits down with Jacksonville Jaguars and Florida Gators icon Fred Taylor to discuss faith, family legacy, and the financial lessons learned through both triumph and adversity. Fred opens up about his journey from … Continue reading Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1 →

Just as you schedule a yearly physical to maintain your health, your financial well-being deserves the same thoughtful attention. In this episode, guest host Matt Seitz, Chief Marketing Officer at JLS and C2P, sits down with Jeff Warnkin, Senior Wealth Manager at JL Smith, to explore how annual financial reviews serve as critical checkups for … Continue reading Episode 43: Caring for Your Wealth with Annual Financial Health Checkups →

Are you treating your body like a neglected asset instead of your most valuable investment? In this enlightening conversation, host Jason L Smith reconnects with his personal functional medicine coach, Dr. Kasia Hrecka, PhD, to explore how strategic health investments yield powerful dividends in energy, longevity, and quality of life. For over seven years, Kasia … Continue reading Episode 42: Physical Returns on Your Wellness Investment →

You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →

In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular … Continue reading Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2 →

Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty. Drawing from decades of experience in … Continue reading Episode 39: Weathering Market Volatility in Uncertain Times →

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →

As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today. Listen as Carrie Kerskie, founder of the Kerskie … Continue reading Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie →

As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. In this illuminating episode, Bryan Bibbo welcomes … Continue reading Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA →

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a … Continue reading Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships →

Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy. Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for … Continue reading Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony →

Do you want to learn how an approach to health not solely reliant on pharmaceuticals can improve your longevity and quality of life? In this episode, Jason sits down with Dr. Robert Saper, holder of the Nancy J. and Michael F. Roizen Chair of Wellness and the Chair of Preventive Medicine at the Cleveland Clinic. … Continue reading Episode 32: What is Functional Medicine? Holistic Healing Explained →

Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing. Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what … Continue reading Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu →