Monthly Archives: May 2020

Episode 3 — Holistic Planning: Combining Health and Wealth

The JL Smith Group believes in the power of holistic planning.

But what exactly does this type of planning entail, and why should you incorporate this planning style into your financial planning picture?

Today, Jason Smith and Bryan Bibbo join forces to break down their holistic planning approach and share why they value health as a part of the wealth management process.

In this episode, you’ll learn:

  • Why your health is an important part of your financial picture
  • What the holistic planning process looks like
  • The benefits of a bucket planning approach
  • Why planning is an ongoing process
  • And more!

Join Bryan and Jason now to learn how you can bring all areas of your financial picture together with their holistic planning process!

Resources:  JL Smith Group | (440) 934-9181 

Episode 2 — Meet Bryan Bibbo

Are you ready to learn how to prosper in your mind, body, spirit, and financial life? 

Meet co-host and JL Smith Group advisor, Bryan Bibbo.

In this episode, Bryan gets the welcome treatment by answering questions about his passion for finance, why he’s an advocate for holistic financial planning, and more.

In this episode, you’ll learn:

  • About Bryan’s financial background
  • How JL Smith Group simplifies financial planning for clients
  • What type of professionals make up the JL Smith Group team
  • The advice Bryan gives clients, family, and friends most often
  • And more!

Listen in now to meet Bryan and learn about his mission to help clients plan with the big picture in mind!

Resources:  JL Smith Group | (440) 934-9181 |