Episodes

  • Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

    Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie
    Feb 3 2025
    As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today. Listen as Carrie Kerskie, founder of the Kerskie … Continue reading Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie →
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    32 mins
  • 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
  • Episode 32: What is Functional Medicine? Holistic Healing Explained

    Episode 32: What is Functional Medicine? Holistic Healing Explained
    Dec 9 2024
    Do you want to learn how an approach to health not solely reliant on pharmaceuticals can improve your longevity and quality of life? In this episode, Jason sits down with Dr. Robert Saper, holder of the Nancy J. and Michael F. Roizen Chair of Wellness and the Chair of Preventive Medicine at the Cleveland Clinic. … Continue reading Episode 32: What is Functional Medicine? Holistic Healing Explained →
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    38 mins
  • Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

    Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu
    Nov 25 2024
    Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing. Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what … Continue reading Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu →
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    45 mins
  • Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma

    Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma
    Nov 11 2024
    Join host Jason L Smith and special guest, Aneta Kuzma, a meditation and wellness coach, and CEO and Founder of Ardelian Kuzma Group, LLC. With her transformative approach to mindfulness and breathwork, Kuzma shares how creating moments of stillness can protect your wealth by improving decision-making, reducing stress, and enhancing your overall wellbeing. Key Topics … Continue reading Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma →
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    37 mins
  • Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind

    Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind
    Oct 28 2024
    Are you approaching Medicare age or already enrolled? Join host Bryan Bibbo and special guest, Gary J. Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management. With over 28 years of experience as a Medicare specialist in financial services, Pelfrey demystifies Medicare planning and reveals how proper healthcare planning can protect your retirement … Continue reading Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind →
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    44 mins