You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →

In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular … Continue reading Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2 →

Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty.  Drawing from decades of experience in … Continue reading Episode 39: Weathering Market Volatility in Uncertain Times →

Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology … Continue reading Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1 →

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →

As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today.   Listen as Carrie Kerskie, founder of the Kerskie … Continue reading Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie →

As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education.  In this illuminating episode, Bryan Bibbo welcomes … Continue reading Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA →

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a … Continue reading Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships  →

Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy.   Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for … Continue reading Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony →

Do you want to learn how an approach to health not solely reliant on pharmaceuticals can improve your longevity and quality of life? In this episode, Jason sits down with Dr. Robert Saper, holder of the Nancy J. and Michael F. Roizen Chair of Wellness and the Chair of Preventive Medicine at the Cleveland Clinic. … Continue reading Episode 32: What is Functional Medicine? Holistic Healing Explained →