What happens when two competitive CEOs turn health and wellness into a friendly rivalry? In this episode, host Jason L Smith sits down with former Cleveland Cavaliers CEO, now Lake Erie Crushers co-owner, Len Komoroski, to explore how high-performing executives can optimize their health while managing demanding careers. Len shares his journey from traditional sports … Continue reading Episode 46: How Busy CEOs Stay Healthy with Len Komoroski →...
Jun 23, 2025•49 min•Ep. 46
In this deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football. Through candid discussions … Continue reading Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2 →...
Jun 09, 2025•35 min•Ep. 45
What happens when an NFL legend transitions from the gridiron to building generational wealth? In this deeply personal conversation, host Bryan Bibbo sits down with Jacksonville Jaguars and Florida Gators icon Fred Taylor to discuss faith, family legacy, and the financial lessons learned through both triumph and adversity. Fred opens up about his journey from … Continue reading Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1 →...
May 26, 2025•27 min•Ep. 44
Just as you schedule a yearly physical to maintain your health, your financial well-being deserves the same thoughtful attention. In this episode, guest host Matt Seitz, Chief Marketing Officer at JLS and C2P, sits down with Jeff Warnkin, Senior Wealth Manager at JL Smith, to explore how annual financial reviews serve as critical checkups for … Continue reading Episode 43: Caring for Your Wealth with Annual Financial Health Checkups →...
May 12, 2025•20 min•Ep. 43
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 →...
Apr 28, 2025•38 min•Ep. 42
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 →...
Apr 14, 2025•32 min•Ep. 41
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 ...
Mar 31, 2025•24 min
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 →...
Mar 17, 2025•31 min•Ep. 39
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 →...
Mar 03, 2025•Ep. 38
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 →...
Feb 17, 2025•34 min•Ep. 37
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 →...
Feb 03, 2025•32 min•Ep. 36
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 Learni...
Jan 20, 2025•27 min•Ep. 35
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 →...
Jan 06, 2025•39 min
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 →...
Dec 23, 2024•32 min
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 →...
Dec 09, 2024•38 min
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 →...
Nov 25, 2024•45 min
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 →...
Nov 11, 2024•37 min
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 →...
Oct 28, 2024•44 min
Join host Bryan Bibbo and special guest Elizabeth Sherman, owner and master certified life and health coach at Total Health by Elizabeth, as they explore the crucial importance of holistic health and wellness for middle-aged men and women. Together, Bibbo and Sherman discuss how tailored health strategies can dramatically improve quality of life, mental well-being, … Continue reading Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife →...
Oct 28, 2024•43 min
Join host Bryan Bibbo and special guest Artie Gardella, author and owner and personal fitness trainer at Synergy Senior Fitness, as they explore the vital importance of exercise and wellness for seniors. Together, Bibbo and Gardella discuss how tailored fitness programs can dramatically improve quality of life, mental health, and physical capabilities for older adults. … Continue reading Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset →...
Sep 13, 2024
Join host Bryan Bibbo and special guest Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at the American College of Financial Services, as they explore the often misunderstood world of reverse mortgages and their potential role in retirement planning. Together, Bibbo … Continue reading Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Manageme...
Sep 03, 2024•47 min
Join host Bryan Bibbo and special guest Heather Hausenblas, PhD, founder and CEO of Wellness Discovery Labs, as they explore practical ways to boost mental and physical health beyond traditional gym workouts and its importance. With her exercise psychology and health behavior expertise, Hausenblas shares her insights on why it’s so hard to maintain regular … Continue reading Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits →...
Aug 19, 2024•27 min
Join co-host Bryan Bibbo for this special episode of the Holistic Wealth and Health Podcast where he explores the critical importance of financial literacy today. Bryan shares his personal and professional insights into the rising consumer debt crisis and offers practical tips on budgeting, saving, and goal setting to help individuals secure their financial future. … Continue reading Episode 24: The Key to Holistic Wealth on National Financial Awareness Day →...
Aug 14, 2024•22 min
Join hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, as they continue breaking down The Bucket Plan® financial planning process. This episode covers step three of The Bucket Plan® process, the “Deliver” phase, where we present and deliver the personalized, holistic financial plan we’ve developed for you. Key Topics Discussed: Your … Continue reading Episode 22: Grasping your Financial Needs, Step 3: Deliver →...
Jul 22, 2024•21 min
Join our hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, as they continue breaking down The Bucket Plan® financial planning process step by step. This episode covers step two of The Bucket Plan® process, known as the “Design” … Continue reading Episode 21: Grasping your Financial Needs, Step 2: Design →...
Jul 08, 2024•36 min
In this episode of the Holistic Wealth and Health Podcast, guest host Matt Seitz, Chief Marketing Officer at JL Smith, sits down with Hal Elrod, the renowned author, keynote speaker, and creator of The Miracle Morning book and philosophy. Hal shares his inspiring journey, from overcoming personal tragedies to developing The Miracle Morning routine. They … Continue reading Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning →...
Jun 24, 2024•43 min
In this episode of the Holistic Wealth and Health Podcast, host Jason L Smith is joined by esteemed tax planning professional and professor, Christopher P. Woehrle, JD, LL.M (Tax). With a background in tax and estate planning and as a professor at Villanova Law School and former chair of the tax and estate planning department … Continue reading Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle →...
Jun 10, 2024•31 min
In this episode, host Jason L Smith interviews Carrie Kerskie, a certified identity fraud investigator, speaker, author, and consultant on identity theft, privacy, and cybersecurity. Carrie shares her expertise on protecting against identity theft, fraud, and cyber threats in the digital age. Jason also discusses the stress and financial impacts these crimes can have on … Continue reading Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersec...
May 28, 2024•38 min
In this episode, host Bryan Bibbo is joined by the distinguished guest, Dr. Elaine Husni, MD, MPH Vice Chair of Rheumatology and Director of the Arthritis and Musculoskeletal Center in Cleveland, Ohio. Dr. Husni shares her passion for helping patients with arthritis while Bryan shares his personal experience living with the condition. Tune in for … Continue reading Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni →...
Apr 29, 2024•28 min
Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management. This episode continues the group’s discussion of step one of The Bucket Plan® planning process, known … Continue reading Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2 →...
Apr 15, 2024•39 min
