Holistic Wealth and Health Podcast

Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management. This episode continues the group’s discussion of step one of The Bucket Plan® planning process, known … Continue reading Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2 →

Hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®. Their discussion offers a comprehensive look into the first, crucial step … Continue reading Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1 →

Join host Bryan Bibbo as he sits down with Trevor Murray, MD, Assistant Professor of Surgery for the Department of Orthopedic Surgery at the Cleveland Clinic, who specializes in lower extremity joint replacements. Together, they discuss their shared passion for helping others, advancements in joint replacement technologies, as well as the importance of maintaining an … Continue reading Episode 14: Beyond the Bone: Navigating Joint Health →

Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community … Continue reading Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor →

Join host, Jason L Smith and special guest, Kasia Hrecka, a functional medicine practitioner, as they discuss the transformative power of understanding and nurturing our bodies through functional medicine practices. Smith shares his health challenges and how incorporating functional medicine principles into his daily life under Kasia’s guidance helped him heal his gut, strengthen his … Continue reading Episode 12: Healing from Within: The Power of Pursuing Holistic Health →

Join host Bryan Bibbo, AIF, NSSA, BPC, and guest, Walter C. Young, MBA RICP, author, business development officer, and financial representative at JL Smith, in honor of February being Insure Your Love month, as they discuss the many benefits of life insurance. Using concepts from his book, The Fifth Option: Why Your Retirement Plan Won’t … Continue reading Episode 11: Using Life Insurance to “Insure Your Love” in Life and Retirement →

Join host Jason L Smith and guest Jeff Tomaszewski, founder of MaxStrength Fitness, as they discuss the power of incorporating strength training into your holistic health plan. Jeff shares the numerous benefits of strength training and his business’ holistic approach, emphasizing the importance of full-body fitness and injury prevention. They also delve into how prioritizing … Continue reading Episode 10: Strength Training for Holistic Health: Building Your Best Self →

In this episode, host Jason L Smith, CEP®, BPC, sits down with “America’s IRA Expert:” Ed Slott, CPA. He is the founder and CEO at Ed Slott and Company and a professional speaker and author. Together they discuss various tax and retirement planning strategies and stress the importance of finding the right advisor to help … Continue reading Episode 9: Ed Slott’s Guide to Maximizing Retirement Savings →

In this episode, host Jason L Smith, speaks with Adam Freeland, CFF, President and OSJ Branch Manager at Harford Financial Group, on the importance of holistic health and wellness. Having recently prioritized his health and lost a significant amount of weight, Freeland shares his personal experiences since committing to a sugar-free diet and intermittent fasting, … Continue reading Episode 8: Balancing the Scales: The Positive Impact of Weight Loss And Good Health →

Episode Overview: In this episode, host Jason L Smith is joined by Chris Smith, the founder of Family Brand. They delve into the transformative journey of creating a strong, unified family culture. The discussion touches on how family unity and shared values contribute to overall well-being, drawing inspiration from concepts like ‘Blue Zones’ and the … Continue reading Episode 7: Crafting a Strong Family Culture for Longevity and Prosperity →

Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith, discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! This podcast episode features Sachin Patel as a guest, discussing holistic health management with the hosts. Sachin is described as a versatile expert with a background in chiropractic care and functional medicine. The hosts express excitement about Sachin’s … Continue reading Episode 5: Balancing Health and Wealth: A Deep Dive into Holistic Well-being with Sachin Patel →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world. Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege … Continue reading Episode 4: Mastering Holistic Wealth Management: A Conversation with Dave Alison →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! Are you eager to unlock your potential but not sure where to start? Join one of our hosts and partners at JL Smith, Bryan Bibbo, AIF, NSSA, BPC, for an enlightening episode featuring Dr. Kevin Elko — motivational … Continue reading Episode 3: Be a Blessing: How to Increase your Potential & Live a Healthier Life →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! We dive deep into co-host Bryan Bibbo’s life, motivations, and philosophies he swears by to live well, including his desire to live every day like its last and focus on the true riches in his life — his … Continue reading Episode 2: Get to Know Co-Host, Bryan Bibbo →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! Your co-hosts, Jason L Smith and Brian Bibbo, invite you on a transformative journey toward prosperity in every facet of your life. In this podcast, we’ll explore the intricacies of holistic well-being, emphasizing the interconnectedness of the mind, … Continue reading Episode 1: Get To Know Your Host – Jason L Smith →

Believe it or not, annuities are often helpful, yet misunderstood financial products. In this episode, Bryan Bibbo sits down with Clarity Insurance Marketing’s executive vice president, Kalem Mackey, CFP®. Today, Kalem discusses annuities and everything related to their advantages, disadvantages, risk, and maintenance components. In this episode, you will learn: What annuities are and why … Continue reading Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP® →

It’s no secret that Medicare can be confusing and overwhelming. As such, questions like, “how much do I know,” “what do I need to do?” and “what does it do for me?” are more common and frequent than you think. In this episode, Bryan Bibbo sits down with JL Smith’s Gary Pelfrey. Today, Gary breaks … Continue reading Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey →

Remember, estate planning is not just for the wealthy. It’s for YOU and for the ones you care about the most. In this episode, Bryan Bibbo sits down with O’Toole, McLaughlin, Dooley & Pecora’s Russ McLaughlin. Today, Russ highlights the relevance of getting ahead with estate planning and elaborates on the different components to help … Continue reading Episode 6 – Navigating The Path of Estate Planning – With Russ McLaughlin →

Bryan Bibbo is a leading financial professional at JL Smith who assists with estate, retirement income, and holistic financial planning. In this episode, get to know host Bryan Bibbo as he talks about his personal life and professional career at JL Smith. In this episode, you will learn: What a holistic financial plan is and … Continue reading Episode 5 – Get to Know Bryan Bibbo →