Monthly Archives: March 2025

Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2

holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , , , ,

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 health. 

Building on the foundation established in Part 1, Dr. Shah shares detailed recommendations for exercise frequency, nutrition choices, and stress management techniques that you can implement immediately. Her approach balances evidence-based cardiology with holistic practices, offering a comprehensive roadmap for heart health that complements your long-term financial wellness strategy. 

Key Topics: 

  • Exercise Blueprint: Discover an optimal weekly balance of resistance training, cardio, and flexibility work with practical guidelines for proper intensity and form. 
  • Nutrition Controversies: Navigate debates around red meat, fish, and fats with Dr. Shah’s personalized approach to heart-healthy eating based on Mediterranean principles. 
  • Sleep Fundamentals: Understand how quality sleep affects your heart health, stress hormones, and hunger regulation for better overall wellness. 
  • Morning Stress Protocol: Learn Dr. Shah’s personal 3-step morning routine that balances your nervous system and helps counteract the physiological effects of stress. 
  • Advanced Testing Options: Explore modern cardiovascular screenings that can detect potential issues early and help create personalized prevention strategies. 

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Episode 39: Weathering Market Volatility in Uncertain Times

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Jason L Smith, Jeff Tomaszewski, JL Smith Group, JL Smith Holistic Wealth Management, life insurance, Max Strength Fitness, Proactive Tax Management, Strategies for Proactive Tax Management, Strength, Strength Fitness, Strength Training, Tax Management, Tax Management with Ed Slott, Tips and Strategies for Proactive Tax, Tips and Strategies for Proactive Tax Management, Tips for Proactive Tax Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , ,

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 strategic financial planning, Seth cuts through the noise of headlines and market predictions to offer clear guidance on managing your investments during turbulent times. You’ll discover why having a well-structured financial plan is your best defense against making emotional decisions that could derail your long-term goals, regardless of what’s currently happening in the market. 

Key Topics: 

  • Managing Your Investment Emotions: Practical techniques to stay disciplined when market headlines trigger anxiety and uncertainty. 
  • The Power of Diversification: Why strategic asset allocation matters during market fluctuations and sector rotations. 
  • Market Volatility in Your Planning: How The Bucket Plan® approach can help protect your retirement from inevitable market downturns. 
  • Opportunities in Downturns: Strategic moves to consider during market corrections that could enhance your long-term wealth. 
  • Historical Context: What past market corrections teach us about the difference between temporary losses and permanent ones. 

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Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1

Health Management, holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , ,

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 with a holistic approach. 

Dr. Shah brings her 20 years of cardiology experience to discuss how a holistic approach to heart health can significantly impact your long-term wellbeing and in turn your financial security. Drawing from both traditional medicine and holistic methodologies, she shares practical strategies for reducing heart disease risk factors to help ensure you’ll be healthy and ‘wealthy’ enough to enjoy the retirement you’ve worked so hard to build. 

Key Topics: 

  • Gender-Specific Heart Health: Understand how heart disease differs between women and men and recognize the unique warning signs for each.  
  • Preventative Testing and Monitoring: Learn which key health measurements to track and how modern testing can detect heart issues before symptoms develop.  
  • Exercise for Heart Health: Discover the ideal balance of strength, cardio, and flexibility training to maintain heart health and muscle mass as you age.  
  • Nutrition Strategies: Explore heart-healthy eating patterns that support cardiovascular wellness without sacrificing enjoyment of food.  
  • Stress Management for Your Heart: Learn practical techniques to reduce stress and its impact on your heart health and overall wellbeing.
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