Tag Archives: Financial Planning

Episode 4: Mastering Holistic Wealth Management: A Conversation with Dave Alison

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world.

Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege of guiding and mentoring Dave and Brian. Over the years, Dave has risen to become the go-to expert in his field, serving as the leading figure at Prosperity Capital Advisors.

Through their collective efforts, Jason, Brian, and Dave have successfully trained thousands of financial advisors in the art of holistic wealth management. This podcast episode delves into the essence of their “bucket plan process,” tax planning, and a wide range of financial management techniques.

Join us for an engaging discussion that brings together Brian and Dave to explore the multifaceted world of holistic wealth management. Whether you’re an aspiring financial advisor or someone interested in optimizing your financial future, this episode offers valuable insights and expertise you won’t want to miss.

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Episode 2: Get to Know Co-Host, Bryan Bibbo

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , ,

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

We dive deep into co-host Bryan Bibbo’s life, motivations, and philosophies he swears by to live well, including his desire to live every day like its last and focus on the true riches in his life — his relationships. Founder and CEO of JL Smith, Jason L Smith, CEP, BPC, introduces listeners to his friend, co-host, and business partner, making it easy to see why they work so well together.

Get to know Bryan Bibbo, AIF, NSSA, & BPC, Partner, Accredited Investment Fiduciary and National Social Security Advisor at JL Smith, as he discusses his humble Cleveland upbringing, how he entered the financial industry, his family and their influence on his life, and the importance of gratitude.

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Episode 1: Get To Know Your Host – Jason L Smith

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

Your co-hosts, Jason L Smith and Brian Bibbo, invite you on a transformative journey toward prosperity in every facet of your life. In this podcast, we’ll explore the intricacies of holistic well-being, emphasizing the interconnectedness of the mind, body, and spirit, and how they all play pivotal roles in shaping your overall prosperity.

Jason L Smith, one of your dedicated co-hosts, brings a wealth of knowledge and a passion for helping you achieve your fullest potential. With a background in holistic health and wellness, he has spent years delving into the secrets of mental and physical well-being, and he’s here to share that wisdom with you.

But, who is Jason L Smith? Tune in to our podcast to discover more about his journey, experiences, and insights that have fueled his commitment to helping you lead a life that’s truly worth living.

Together with a diverse array of guest speakers, we’ll explore the latest trends, professional advice, and actionable tips that can help you unlock your true potential. Join us in focusing on what matters most in your life: living well.

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