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® →

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 →

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 →

Bryan Bibbo is a leading financial professional at JL Smith 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 and … Continue reading Episode 5 – Get to Know Bryan Bibbo →

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 →

JL Smith believes in the power of holistic planning. But what exactly does this type of planning entail, and why should you incorporate this planning style into your financial planning picture? Today, Jason Smith and Bryan Bibbo join forces to break down their holistic planning approach and share why they value health as a part … Continue reading Episode 3 — Holistic Planning: Combining Health and Wealth →

Are you ready to learn how to prosper in your mind, body, spirit, and financial life?  Meet co-host and JL Smith advisor, Bryan Bibbo. In this episode, Bryan gets the welcome treatment by answering questions about his passion for finance, why he’s an advocate for holistic financial planning and more. In this episode, you’ll learn: … Continue reading Episode 2 — Meet Bryan Bibbo →

Welcome to the Holistic Wealth and Health Podcast! This series is presented by JL Smith and will inspire and teach you about how to prosper in your mind, body, spirit, and financial life. Today, get to know one of your co-hosts, Jason Smith, and why he’s passionate about helping others live life well. Jason shares … Continue reading Episode 1 — Introducing the Holistic Wealth and Health Podcast →