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 41: Wealth Planning for Legacy, Lifestyle, & Taxes

    Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes
    Apr 14 2025
    You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →
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    32 mins
  • Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

    Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2
    Mar 31 2025
    In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular … Continue reading Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2 →
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    24 mins
  • Episode 39: Weathering Market Volatility in Uncertain Times

    Episode 39: Weathering Market Volatility in Uncertain Times
    Mar 17 2025
    Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty. Drawing from decades of experience in … Continue reading Episode 39: Weathering Market Volatility in Uncertain Times →
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    31 mins
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