Holistic Wealth and Health

Holistic Wealth and Health

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

August 9, 2021 20 min

Savings are a key part of every financial plan. But how can Americans save their money when many are living paycheck to paycheck?

In this episode, Bryan Bibbo celebrates national financial awareness day by discussing everything you need to know about your savings. Bryan shares how he helps clients visualize their spending habits and create strategies to increase their savings.

Bryan discusses:

  • Why do you need to including savings i...
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    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 they’re thought of as complicated
  • How to co...
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    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 down Medicare and each of its components, and explains different considerations you must know even if you are investigating coverage fo...

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    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 you get started today.

    In this episode, you will learn:

  • What estate planning is and the reason...
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    September 16, 2020 16 min

    Bryan Bibbo is a leading financial professional at JL Smith Group 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 how Bryan Bibbo can help you
  • Who Bryan is when he’s not at the office 
  • The holistic planning target de...
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    How has self-isolation affected your eating and sleeping habits? How about your stress levels?

    During times like these, it’s more important than ever to take the time to ensure you’re caring for your health — both mentally and physically. 

    To help you with your holistic health and wealth journey, Jason Smith welcomes functional medicine coach Dr. Kasia Hrecka in today’s episode to highlight the importance of maintaining a healthy l...

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    The JL Smith Group believes in the power of holistic planning.

    But what exactly does this type of planning entail, and why should you incorporate this planning style into your financial planning picture?

    Today, Jason Smith and Bryan Bibbo join forces to break down their holistic planning approach and share why they value health as a part of the wealth management process.

    In this episode, you’ll learn:

  • Why your health is an importan...
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    May 6, 2020 16 min

    Are you ready to learn how to prosper in your mind, body, spirit, and financial life? 

    Meet co-host and JL Smith Group advisor, Bryan Bibbo.

    In this episode, Bryan gets the welcome treatment by answering questions about his passion for finance, why he’s an advocate for holistic financial planning, and more.

    In this episode, you’ll learn:

  • About Bryan’s financial background
  • How JL Smith Group simplifies financial planning for clients
  • W...
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    Welcome to the Holistic Wealth and Health Podcast!

    This series is presented by The JL Smith Group and will inspire and teach you about how to prosper in your mind, body, spirit, and financial life.

    Today, get to know one of your co-hosts, Jason Smith, and why he’s passionate about helping others live life well. Jason shares insight on his career journey, what he aims to provide clients, and more.

    In this episode, you’ll learn:

  • Who ...
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