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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 →
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Join host Jason L Smith and special guest, Aneta Kuzma, a meditation and wellness coach, and CEO and Founder of Ardelian Kuzma Group, LLC. With her transformative approach to mindfulness and breathwork, Kuzma shares how creating moments of stillness can protect your wealth by improving decision-making, reducing stress, and enhancing your overall wellbeing. Key Topics … Continue reading Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma →
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Are you approaching Medicare age or already enrolled? Join host Bryan Bibbo and special guest, Gary J. Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management. With over 28 years of experience as a Medicare specialist in financial services, Pelfrey demystifies Medicare planning and reveals how proper healthcare planning can protect your retirement … Continue reading Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind →
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Join host Bryan Bibbo and special guest Elizabeth Sherman, owner and master certified life and health coach at Total Health by Elizabeth, as they explore the crucial importance of holistic health and wellness for middle-aged men and women. Together, Bibbo and Sherman discuss how tailored health strategies can dramatically improve quality of life, mental well-being, … Continue reading Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife →
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Join host Bryan Bibbo and special guest Artie Gardella, author and owner and personal fitness trainer at Synergy Senior Fitness, as they explore the vital importance of exercise and wellness for seniors. Together, Bibbo and Gardella discuss how tailored fitness programs can dramatically improve quality of life, mental health, and physical capabilities for older adults. … Continue reading Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset →
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Join host Bryan Bibbo and special guest Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at the American College of Financial Services, as they explore the often misunderstood world of reverse mortgages and their potential role in retirement planning. Together, Bibbo … Continue reading Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management →
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Join host Bryan Bibbo and special guest Heather Hausenblas, PhD, founder and CEO of Wellness Discovery Labs, as they explore practical ways to boost mental and physical health beyond traditional gym workouts and its importance. With her exercise psychology and health behavior expertise, Hausenblas shares her insights on why it’s so hard to maintain regular … Continue reading Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits →
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Join co-host Bryan Bibbo for this special episode of the Holistic Wealth and Health Podcast where he explores the critical importance of financial literacy today. Bryan shares his personal and professional insights into the rising consumer debt crisis and offers practical tips on budgeting, saving, and goal setting to help individuals secure their financial future. … Continue reading Episode 24: The Key to Holistic Wealth on National Financial Awareness Day →
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Join hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, as they continue breaking down The Bucket Plan® financial planning process. This episode covers step three of The Bucket Plan® process, the “Deliver” phase, where we present and deliver the personalized, holistic financial plan we’ve developed for you. Key Topics Discussed: Your … Continue reading Episode 22: Grasping your Financial Needs, Step 3: Deliver →
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Join our hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, as they continue breaking down The Bucket Plan® financial planning process step by step. This episode covers step two of The Bucket Plan® process, known as the “Design” … Continue reading Episode 21: Grasping your Financial Needs, Step 2: Design →
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In this episode of the Holistic Wealth and Health Podcast, guest host Matt Seitz, Chief Marketing Officer at JL Smith, sits down with Hal Elrod, the renowned author, keynote speaker, and creator of The Miracle Morning book and philosophy. Hal shares his inspiring journey, from overcoming personal tragedies to developing The Miracle Morning routine. They … Continue reading Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning →
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In this episode of the Holistic Wealth and Health Podcast, host Jason L Smith is joined by esteemed tax planning professional and professor, Christopher P. Woehrle, JD, LL.M (Tax). With a background in tax and estate planning and as a professor at Villanova Law School and former chair of the tax and estate planning department … Continue reading Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle →
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In this episode, host Jason L Smith interviews Carrie Kerskie, a certified identity fraud investigator, speaker, author, and consultant on identity theft, privacy, and cybersecurity. Carrie shares her expertise on protecting against identity theft, fraud, and cyber threats in the digital age. Jason also discusses the stress and financial impacts these crimes can have on … Continue reading Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips →
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In this episode, host Bryan Bibbo is joined by the distinguished guest, Dr. Elaine Husni, MD, MPH Vice Chair of Rheumatology and Director of the Arthritis and Musculoskeletal Center in Cleveland, Ohio. Dr. Husni shares her passion for helping patients with arthritis while Bryan shares his personal experience living with the condition. Tune in for … Continue reading Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni →
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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 →
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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 →
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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 →
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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 →
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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 →
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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 →
- Visa fler
