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

Episode 42: Physical Returns on Your Wellness Investment

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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Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

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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Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

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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Episode 39: Weathering Market Volatility in Uncertain Times

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

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Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

March 3, 2025

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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Episode 37: How to Prepare for Tax Season with Less Stress

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

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Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

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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Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

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

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Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

December 23, 2024 • 31 mins

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

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Episode 32: What is Functional Medicine? Holistic Healing Explained

December 9, 2024 • 37 mins

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

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Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

November 25, 2024 • 45 mins

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

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Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma

November 11, 2024 • 36 mins

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

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Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind

October 28, 2024 • 43 mins

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 Read more

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Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife

October 28, 2024 • 42 mins

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

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Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

September 13, 2024

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 Read more

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Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management

September 3, 2024 • 46 mins

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 Read more

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Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits

August 19, 2024 • 26 mins

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

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Episode 24: The Key to Holistic Wealth on National Financial Awareness Day

August 14, 2024 • 21 mins

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

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Episode 22: Grasping your Financial Needs, Step 3: Deliver

July 22, 2024 • 21 mins

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

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Transcript

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Holistic Wealth and Health Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Episode 42: Physical Returns on Your Wellness Investment

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes

Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

Episode 39: Weathering Market Volatility in Uncertain Times

Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

Episode 37: How to Prepare for Tax Season with Less Stress

Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships

Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

Episode 32: What is Functional Medicine? Holistic Healing Explained

Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma

Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind

Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife

Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management

Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits

Episode 24: The Key to Holistic Wealth on National Financial Awareness Day

Episode 22: Grasping your Financial Needs, Step 3: Deliver

Popular Podcasts

Episode 42: Physical Returns on Your Wellness Investment

Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes