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 →

Host: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA   Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith,  discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights →

Hosts: Jason L Smith, CEP, BPC, and guest Jeff Warnkin, CFP, CPA, NSSA Episode Overview: In this episode, Jason L Smith and Jeff Warnkin, Lead Advisor at JL Smith,  discuss a range of topics centered around year-end tax planning strategies, investment insights, and the importance of tax management in personal finance. The conversation covers a … Continue reading Episode 6: Year-End Tax Strategies and Investment Insights →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! This podcast episode features Sachin Patel as a guest, discussing holistic health management with the hosts. Sachin is described as a versatile expert with a background in chiropractic care and functional medicine. The hosts express excitement about Sachin’s … Continue reading Episode 5: Balancing Health and Wealth: A Deep Dive into Holistic Well-being with Sachin Patel →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world. Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege … Continue reading Episode 4: Mastering Holistic Wealth Management: A Conversation with Dave Alison →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! Are you eager to unlock your potential but not sure where to start? Join one of our hosts and partners at JL Smith, Bryan Bibbo, AIF, NSSA, BPC, for an enlightening episode featuring Dr. Kevin Elko — motivational … Continue reading Episode 3: Be a Blessing: How to Increase your Potential & Live a Healthier Life →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! We dive deep into co-host Bryan Bibbo’s life, motivations, and philosophies he swears by to live well, including his desire to live every day like its last and focus on the true riches in his life — his … Continue reading Episode 2: Get to Know Co-Host, Bryan Bibbo →

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence! Your co-hosts, Jason L Smith and Brian Bibbo, invite you on a transformative journey toward prosperity in every facet of your life. In this podcast, we’ll explore the intricacies of holistic well-being, emphasizing the interconnectedness of the mind, … Continue reading Episode 1: Get To Know Your Host – Jason L Smith →