In this episode, you will learn:
- Why you need to including savings in your financial plan
- The importance of creating a budget
- How investments can benefits your retirement plan
- The importance of educating future generation on financial planning
And more!
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
In this episode, you will learn:
- What annuities are and why they’re thought of as complicated.
- How to correctly and efficiently make use of annuities.
- The main differences between variable, fixed, and fixed index annuities.
- Liquidity and time horizon as the main trade-off of annuities.
- The risks and maintenance costs of annuities
And more!
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 | Kalem Mackey, CFP® | Clarity Insurance Marketing
In this episode, you will learn:
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.
In this episode, you will learn:
- How much Medicare covers
- What creditable coverage is and how it relates to the option of taking Medicare at the age of 65
- What are some of the Medicare gaps and penalties
- The cost-related differences between Medicare Parts A & B
- Reasons why you should take Medicare’s open enrollment period seriously
And more!
Listen today and find out key components you need to know in regards to Medicare Parts A, B, C, and D!
In this episode, you will learn:
- What estate planning is and the reasons why you should prepare ahead of time
- Russ and Bryan’s insight on what it takes to create a family-related trust
- How taxes impact estate trusts
- Health Care Power of Attorney: An insight into the medical side of estate plans
- The risk of probate on improperly titled items and assets
And more!
Listen today to discover everything you need to know about estate plans!
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:
- How meditation and journaling can help reduce stress
- The benefits of physical exercise
- Which foods decrease body inflammation
- How to get a better night’s sleep
And more!
Tune in now to learn how you can stay healthy while self-isolating!
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 important part of your financial picture
- What the holistic planning process looks like
- The benefits of a bucket planning approach
- Why planning is an ongoing process
And more!
Join Bryan and Jason now to learn how you can bring all areas of your financial picture together with their holistic planning process!
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 simplifies financial planning for clients
- What type of professionals make up JL Smith team
- The advice Bryan gives clients, family, and friends most often
And more!
Listen in now to meet Bryan and learn about his mission to help clients plan with the big picture in mind!
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 JL Smith works with and how they serve them
- The true meaning of holistic financial planning
- Why JL Smith prioritizes client education
- Jason’s proudest achievements both in and out of the office
And more!
Tune in now to start your journey towards aligning your holistic wealth and health!