Holistic Wealth and Health

Holistic Wealth and Health

Latest Episodes

9. Celebrating National Financial Awareness Day Every Day
August 09, 2021

Savings are a key part of every financial plan. But how can Americans save their money when many are living paycheck to paycheck? In this episode, Bryan Bibbo celebrates national financial awareness d

Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP®
March 31, 2021

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,

Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey
March 17, 2021

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,

Episode 6 – Navigating The Path of Estate Planning – With Russ McLaughlin
March 03, 2021

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,

Episode 5 – Get to Know Bryan Bibbo
September 16, 2020

Bryan Bibbo is a leading financial professional at JL Smith Group 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...

Episode 4 – Health and Lifestyle Tips for Social Distancing — With Dr. Kasia Hrecka
June 03, 2020

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.

Episode 3 — Holistic Planning: Combining Health and Wealth
May 20, 2020

The JL Smith Group 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,

Episode 2 — Meet Bryan Bibbo
May 06, 2020

Are you ready to learn how to prosper in your mind, body, spirit, and financial life?  Meet co-host and JL Smith Group advisor, Bryan Bibbo. In this episode, Bryan gets the welcome treatment by answering questions about his passion for finance,

Episode 1 — Introducing the Holistic Wealth and Health Podcast
April 21, 2020

Welcome to the Holistic Wealth and Health Podcast! This series is presented by The JL Smith Group 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,