Holistic Wealth and Health Podcast
Are you ready to take a different approach to your financial life? This is not your typical financial podcast, we’re inspiring and teaching you how to prosper in your mind, body, and spirit, not just your finances. Join us as we focus on what matters most –– living your best life possible.
Episodes
September 29, 2025 • 24 mins
What if your biggest lifetime expense isn’t your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management … Continue reading Episode 53: ...
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September 15, 2025 • 24 mins
How do the most successful leaders maintain their competitive edge year after year? Join host Jason L Smith and leadership speaker, consultant and executive coach, Dr. Linda Travelute for part two of their conversation on building sustainable growth habits. Dr. Linda introduces John Maxwell’s “Rule of 5” – daily practices in reading, writing, thinking, exercise, … Continue reading
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September 2, 2025 • 22 mins
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 E...
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August 18, 2025 • 38 mins
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
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August 4, 2025 • 23 mins
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: Transformi...
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July 21, 2025 • 26 mins
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
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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 ...
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June 23, 2025 • 49 mins
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
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June 9, 2025 • 35 mins
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
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May 26, 2025 • 26 mins
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 Ep...
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May 12, 2025 • 19 mins
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 f...
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April 28, 2025 • 37 mins
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
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April 14, 2025 • 32 mins
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 ...
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March 31, 2025 • 24 mins
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 … Contin...
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March 17, 2025 • 31 mins
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 Episod...
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Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology … Continue reading
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February 17, 2025 • 34 mins
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: Ho...
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February 3, 2025 • 32 mins
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
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January 20, 2025 • 26 mins
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 readin...
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Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships
January 6, 2025 • 39 mins
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: E...
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