Holistic Wealth and Health Podcast

Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management. This episode continues the group’s discussion of step one of The Bucket Plan® planning process, known … Continue reading Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2 →

Hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®. Their discussion offers a comprehensive look into the first, crucial step … Continue reading Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1 →

Join host Bryan Bibbo as he sits down with Trevor Murray, MD, Assistant Professor of Surgery for the Department of Orthopedic Surgery at the Cleveland Clinic, who specializes in lower extremity joint replacements. Together, they discuss their shared passion for helping others, advancements in joint replacement technologies, as well as the importance of maintaining an … Continue reading Episode 14: Beyond the Bone: Navigating Joint Health →

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 … Continue reading Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor →

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 … Continue reading Episode 12: Healing from Within: The Power of Pursuing Holistic Health →

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 … Continue reading Episode 11: Using Life Insurance to “Insure Your Love” in Life and Retirement →

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 … Continue reading Episode 10: Strength Training for Holistic Health: Building Your Best Self →

In this episode, host Jason L Smith, CEP®, BPC, sits down with “America’s IRA Expert:” Ed Slott, CPA. He is the founder and CEO at Ed Slott and Company and a professional speaker and author. Together they discuss various tax and retirement planning strategies and stress the importance of finding the right advisor to help … Continue reading Episode 9: Ed Slott’s Guide to Maximizing Retirement Savings →

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 his personal experiences since committing to a sugar-free diet and intermittent fasting, … Continue reading Episode 8: Balancing the Scales: The Positive Impact of Weight Loss And Good Health →

Episode Overview: 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 how family unity and shared values contribute to overall well-being, drawing inspiration from concepts like ‘Blue Zones’ and the … Continue reading Episode 7: Crafting a Strong Family Culture for Longevity and Prosperity →