9 episodes

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.

Holistic Wealth and Health Jason L Smith

    • Business

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.

    9. Celebrating National Financial Awareness Day Every Day

    9. Celebrating National Financial Awareness Day Every Day

    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 … Continue reading 9. Celebrating National Financial Awareness Day Every Day →

    • 20 min
    Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP®

    Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP®

    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 … Continue reading Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP® →

    • 20 min
    Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey

    Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey

    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 … Continue reading Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey →

    • 21 min
    Episode 6 – Navigating The Path of Estate Planning – With Russ McLaughlin

    Episode 6 – Navigating The Path of Estate Planning – With Russ McLaughlin

    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 … Continue reading Episode 6 – Navigating The Path of Estate Planning – With Russ McLaughlin →

    • 26 min
    Episode 5 – Get to Know Bryan Bibbo

    Episode 5 – Get to Know Bryan Bibbo

    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 … Continue reading Episode 5 – Get to Know Bryan Bibbo →

    • 16 min
    Episode 4 – Health and Lifestyle Tips for Social Distancing — With Dr. Kasia Hrecka

    Episode 4 – Health and Lifestyle Tips for Social Distancing — With Dr. Kasia Hrecka

    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 … Continue reading Episode 4 – Health and Lifestyle Tips for Social Distancing — With Dr. Kasia Hrecka →

    • 30 min

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