Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast


Latest Episodes

Episode 13: Welcome Seth Meisler! Get to Know our Newest Advisor
March 05, 2024

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 Seths journey in t

Episode 9: Ed Slott’s Guide to Maximizing Retirement Savings
January 08, 2024

In this episode, host Jason L Smith, CEP, BPC, sits down with Americas IRA Expert: Ed Slott, CPA. He is the founder and CEO at Ed Slott and Company and a professional speaker and author. Together

Episode 7: Crafting a Strong Family Culture for Longevity and Prosperity
December 11, 2023

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. Th