Tag Archives: holistic health and wellness

Episode 42: Physical Returns on Your Wellness Investment

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

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 has guided Jason through transformative health improvements – from resolving chronic sinusitis to optimizing post-heart surgery recovery – using evidence-based functional medicine approaches that prioritize prevention over costly medical interventions. Their conversation reveals the many parallels between wealth management and health optimization, demonstrating how proactive health investments deliver measurable returns just like a well-managed financial portfolio. 

Key Topics: 

  • Beyond Symptom Management: Discover how functional medicine identifies root causes rather than simply treating symptoms with medications or surgeries. 
  • Preventive Health Investments: Learn why investing in proactive wellness strategies can offer both health and financial returns by potentially avoiding costly medical interventions. 
  • Client-Centered Approach: See how personalized health coaching mirrors wealth management by coordinating specialists, providing accountability, and creating customized solutions. 
  • Mind-Body Connection: Explore practical techniques for managing health-related stress and building resilience through simple breathing practices. 
  • Patient Empowerment: Gain confidence in medical conversations by learning to ask better questions and become an equal partner in your healthcare decisions. 
  • Lifestyle Medicine: Understand how dietary changes, supplementation, and sleep quality create the foundation for optimal health and longevity. 

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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 32: What is Functional Medicine? Holistic Healing Explained

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

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. Dr. Saper, a specialist in integrative medicine, shares his vast knowledge on the intersection of functional medicine, wellness, and preventive care. With over 80 peer-reviewed papers and more than 200 lectures globally, Dr. Saper explains how functional medicine addresses chronic conditions by focusing on the root causes rather than just symptoms.  

 

Key Topics Discussed: 

  • Defining Wellness and Functional Medicine: Understand the role of wellness in all aspects of life and how functional medicine addresses systematic imbalances to resolve chronic health issues 
  • The Role of Lifestyle Changes in Health: Learn how making intentional lifestyle adjustments can significantly improve chronic conditions and overall health 
  • The Power of Purpose and Meaning: Find your “why” to enhance health outcomes and longevity 
  • Integration of Medicine: How the Cleveland Clinic combines functional and wellness medicine with traditional Western practices to provide a holistic approach 
  • Evidence-Based Research: Learn through Dr. Saper’s research the importance of yoga to a growing body 

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Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma

Holistic Financial Planning, holistic wealth and health, Jason L Smith, Wealth and Health, wealth and health podcast, , , , , , , ,

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 Discussed:

  • Morning Routine Success: Learn how to build a sustainable meditation practice using the Atomic Habits framework, starting with just 3 minutes a day and simple steps like “feet on the floor.”
  • Breathwork Benefits: Discover how specific breathing techniques can release stored trauma, reduce stress, and create profound transformative experiences comparable to therapeutic breakthroughs.
  • Meditation Myths: Understand why you don’t need to “quiet your mind” to meditate successfully, and how even busy professionals can incorporate mindfulness into their daily lives.
  • Gratitude Practice: Find out how starting each day with gratitude, including sending one meaningful text to someone you appreciate, can transform your mindset and relationships.
  • Community Support: Learn about free virtual meditation sessions available every weekday at 7am and Saturdays at 9am, perfect for establishing a consistent practice with guidance.

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Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife

Bryan Bibbo, holistic wealth and health, Wealth and Health, wealth and health podcast, , , , , , ,

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, and physical capabilities for adults navigating the challenges of midlife. 

Key Topics Discussed: 

  • Midlife Health Challenges: Elizabeth explains the unique health challenges faced by individuals in midlife and why addressing them is crucial for maintaining vitality and well-being. 
  • Time Management: A breakdown of how effective time management can impact overall health and wellness, especially for busy midlife adults. 
  • Eight Basic Health Habits: Discussion on the fundamental habits that form the core of Elizabeth’s coaching approach, including hydration, nutrition, and stress management. 
  • Relationship with Food: Various ways midlife adults can improve their relationship with food and make more mindful eating choices. 
  • Overcoming Obstacles: Strategies for motivating midlife individuals who may be reluctant to make lifestyle changes. 

Listen as Sherman shares insights on how small, consistent changes can lead to significant improvements in health and offers practical advice for getting started at any age. 

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Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

Bryan Bibbo, holistic wealth and health, Wealth and Health, wealth and health podcast, , , , , , , , ,

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. 

Key Topics Discussed: 

  • Exercise for Seniors: Artie explains how senior-centric exercises differ from traditional workouts and why they’re crucial for maintaining independence and vitality. 
  • The Science of Happiness: A breakdown of how exercise stimulates the body’s “happy chemicals” and combats depression in seniors. 
  • Balance and Motion: Discussion on the importance of balance exercises and how they can prevent potentially life-threatening falls. 
  • Functional Fitness: Various ways seniors can incorporate exercise into daily activities to maintain strength and mobility. 
  • Overcoming Obstacles: Strategies for motivating seniors who may be reluctant to start exercising. 

Listen as Gardella shares inspiring stories of seniors whose lives have been transformed through fitness and offers practical advice for getting started at any age. 

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Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits

Bryan Bibbo, holistic wealth and health, Wealth and Health, wealth and health podcast, , , , , ,

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 physical activity and how small, consistent habits can lead to significant improvements in overall well-being. Together, Bibbo and Hausenblas discuss how integrating movement, social connections, and positive mindset into daily life can contribute to improved health, longevity, and quality of life. 

Key Topics Discussed: 

  • Beyond the Gym: Heather explains how to incorporate movement into everyday activities, emphasizing that exercise doesn’t have to mean going to the gym. 
  • The Power of Mindset: The crucial role of positive thinking and how it can impact physical health and behavior changes. 
  • 24-Hour Movement Guidelines: A holistic approach to health that considers all daily activities, including sleep and light movement. 
  • Social Connections and Longevity: Discussion on the surprising impact of social relationships on overall health and lifespan. 

Learn how small, consistent changes in daily habits and mindset can lead to significant improvements in physical and mental health, regardless of age or fitness level. 

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Episode 24: The Key to Holistic Wealth on National Financial Awareness Day

Bryan Bibbo, Financial, Holistic Financial Planning, holistic wealth and health, Holistic Wealth Management, JL Smith Holistic Wealth Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , ,

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. 

Key topics discussed: 

  • National Financial Awareness Day: The significance of this day and why financial literacy is more important than ever. 
  • Consumer Debt Crisis: Understanding the impact of rising debt levels and how to manage financial stress. 
  • Paying Yourself First: The importance of saving a portion of your income and taking advantage of employer 401(k) matches. 
  • Budgeting Basics: Practical tips for creating a budget that accommodates unexpected expenses and long-term financial goals. 
  • Financial Education: The need for better financial literacy in schools and how to instill good financial habits in the next generation. 

Learn how to take control of your financial future by implementing these essential strategies and discover the importance of educating yourself and your loved ones about money management. 

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Episode 22: Grasping your Financial Needs, Step 3: Deliver

Bryan Bibbo, Financial, Holistic Financial Planning, holistic wealth and health, Holistic Wealth Management, Investing, Jason L Smith, JL Smith Holistic Wealth Management, Wealth and Health, wealth and health podcast, , , , , , , , , , , , , , ,

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 Family Estate Organizer: Discover how we’ll help you organize all your financial information in one place, making it easily accessible for you and your loved ones. 
  • Understanding Your Risk Tolerance: Learn about our Volatility Tolerance Analysis, which will help assess your comfort with risk across different time horizons. 
  • Creating Your Custom Plan: We’ll explain how we take all the information from our previous meetings to engineer a financial plan tailored just for you. 
  • Presenting Your Financial Blueprint: Find out how we’ll walk you through your comprehensive plan, addressing your specific concerns and priorities for retirement. 
  • Planning for Your Retirement Phases: Understand the three phases of retirement – your “go years,” “slow go years,” and “no go years” – and how we’ll help you plan for each. 
  • Maximizing Your Retirement Income: Learn about our strategies for tax-efficient distribution planning to help you keep more of your hard-earned money. 
  • The Power of Tax Planning: Discover how proper tax planning could potentially save you tens or even hundreds of thousands of dollars over your lifetime. 
  • Optimizing Your Savings and Withdrawals: We’ll introduce you to our “funnel” concept for managing your money tax-efficiently during both your saving and spending years.

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