Episodes

  • Episode 42: Physical Returns on Your Wellness Investment

    Episode 42: Physical Returns on Your Wellness Investment
    Apr 28 2025
    Are you treating your body like a neglected asset instead of your most valuable investment? In this enlightening conversation, host Jason L Smith reconnects with his personal functional medicine coach, Dr. Kasia Hrecka, PhD, to explore how strategic health investments yield powerful dividends in energy, longevity, and quality of life. For over seven years, Kasia … Continue reading Episode 42: Physical Returns on Your Wellness Investment →
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    38 mins
  • 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
  • Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

    Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1
    Mar 3 2025
    Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology … Continue reading Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1 →
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    Less than 1 minute
  • Episode 37: How to Prepare for Tax Season with Less Stress

    Episode 37: How to Prepare for Tax Season with Less Stress
    Feb 17 2025
    Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →
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    34 mins
  • 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
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