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. In each episode, our hosts Jason L. Smith and Bryan Bibbo will join forces with field experts to help you focus on what matters most in life – living well. We invite you to start your journey towards aligning your holistic wealth and health!
Episode 8 - Celebrating National Financial Awareness Day Every Day
Episode 7 - A Discussion On All Things Annuities - With Kalem Mackey, CFP®
Episode 6 - What You Really Should Know About Medicare – With Gary Pelfrey
Episode 5 - Navigating The Path of Estate Planning – With Russ McLaughlin
Episode 4 - Health and Lifestyle Tips for Social Distancing With Dr. Kasia Hrecka
Episode 3 - Holistic Planning: Combining Health and Wealth
Episode 2 - Meet Bryan Bibbo
Episode 1 - Introducing the Holistic Wealth and Health Podcast
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.
In this episode, you will learn:
Tune in now and celebrate financial awareness day with us by increasing your financial literacy around your savings!
Listen in and learn the importance of annuities, why it’s important to work with an advisor, and why you should define the role of annuities within your financial plan!
Resources: JL Smith | Bryan Bibbo | 440-934-9181
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.
Resources: JL Smith | Bryan Bibbo | 440-934-9181 | Kalem Mackey, CFP® | Clarity Insurance Marketing
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.
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 for the first time.
Listen today and find out key components you need to know in regards to Medicare Parts A, B, C, and D!
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.
And more!Listen today to discover everything you need to know about estate plans!
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 lifestyle during times of uncertainty. Together, they share several ideas for improving your health while practicing social distancing.
In this episode, you’ll learn:
Tune in now to learn how you can stay healthy while self-isolating!
JL Smith 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.
Join Bryan and Jason now to learn how you can bring all areas of your financial picture together with their holistic planning process!
Meet co-host and JL Smith advisor and partner, 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.
Listen in now to meet Bryan and learn about his mission to help clients plan with the big picture in mind!
Welcome to the Holistic Wealth and Health Podcast!
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.
Tune in now to start your journey towards aligning your holistic wealth and health!
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