Holistic Wealth and Health Podcast

By: Jason L Smith
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  • Summary

  • Are you ready to take a different approach to your financial life? This is not your typical financial podcast, we’re inspiring and teaching you how to prosper in your mind, body, and spirit, not just your finances. Join us as we focus on what matters most –– living your best life possible.
    Holistic Wealth and Health All Rights Reserved
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Economics Hygiene & Healthy Living Personal Finance
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Episodes
  • Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

    Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA
    Jan 20 2025
    As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. In this illuminating episode, Bryan Bibbo welcomes … Continue reading Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA →
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    27 mins
  • Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships

    Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships
    Jan 6 2025
    Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a … Continue reading Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships →
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    39 mins
  • Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

    Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony
    Dec 23 2024
    Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy. Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for … Continue reading Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony →
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    32 mins

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