Holistic Wealth and Health Podcast

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 service on his career. Learn how Seth’s di...

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 immune syste...

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 Work the Way You Think It Will, Young emphasizes th...

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 your physical strengt...

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! In this enlightening episode of "Holistic Wealth and Health Podcast," host Jason L Smith engages in a comprehensive conversation with renowned IRA expert Ed Slott, CPA. They delve into the intricacies of tax planning and management, offering valuable insights for retirees, pre-r...

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! 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 hi...

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! Host: Jason L Smith, CEP, BPC Guest: Chris Smith, Founder of Family Brand 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...

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! 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 a variety of subjects in...

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 upcoming talk to fin...

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 of guiding and m...

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 speaker and best-selling author. Dr. Elko explains the transform...

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 relationships. Founder and CEO of JL Smith , Jason L Smith, CEP, BPC, intro...

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, body, and spirit, an...