In this episode of the Holistic Wealth and Health Podcast, guest host Matt Seitz, Chief Marketing Officer at JL Smith, sits down with Hal Elrod, the renowned author, keynote speaker, and creator of The Miracle Morning book and philosophy.   Hal shares his inspiring journey, from overcoming personal tragedies to developing The Miracle Morning routine. They … Continue reading Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning →

In this episode of the Holistic Wealth and Health Podcast, host Jason L Smith is joined by esteemed tax planning professional and professor, Christopher P. Woehrle, JD, LL.M (Tax).   With a background in tax and estate planning and as a professor at Villanova Law School and former chair of the tax and estate planning department … Continue reading Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle →

In this episode, host Jason L Smith interviews Carrie Kerskie, a certified identity fraud investigator, speaker, author, and consultant on identity theft, privacy, and cybersecurity.  Carrie shares her expertise on protecting against identity theft, fraud, and cyber threats in the digital age. Jason also discusses the stress and financial impacts these crimes can have on … Continue reading Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips →

In this episode, host Bryan Bibbo is joined by the distinguished guest, Dr. Elaine Husni, MD, MPH Vice Chair of Rheumatology and Director of the Arthritis and Musculoskeletal Center in Cleveland, Ohio.  Dr. Husni shares her passion for helping patients with arthritis while Bryan shares his personal experience living with the condition. Tune in for … Continue reading Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni →

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 →