Tag Archives: holistic health and wellness

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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Episode 21: Grasping your Financial Needs, Step 2: Design

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

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” phase, where we analyze all your assets and how they come together to formulate your holistic plan.  

Key Topics Discussed: 

  • Overview of The Bucket Plan® Process: A recap of the previous episode on “Discovery,” phase and each step of the planning process: Discovery, Design, Deliver, Dedicated. 
  • Document Analysis: Carefully reviewing your financial documents to gain a complete understanding of your current situation. 
  • Organization: Helping you structure your financial information using our Family Estate Organizer, ensuring everything is accessible and clear to preserve your legacy.  
  • Risk Assessment: Using our proprietary Volatility Tolerance Analysis to determine your comfort level with risk across different time horizons. 
  • Asset Categorization: Introducing you to our Bucket Plan philosophy, showing you how to categorize your assets for Now, Soon, and Later needs. 
  • Investment Education: Guiding you through our Pyramid of Risk, helping you understand various investment types and reflect on your past experiences. 
  • Visual Planning: Creating a personalized sketch of your Bucket Plan, giving you a clear visual representation of your financial strategy. 

Discover how our Design phase creates the blueprint for your customized holistic plan and sets the stage for the next phase of the process.  

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Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning

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

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 discuss the transformative power of morning rituals and how starting your day with intentional practices can elevate your consciousness and set a positive tone for the rest of your day. 

Key Topics Discussed: 

  • Hal Elrod’s Inspirational Journey: Overcoming personal tragedies and the creation of The Miracle Morning. 
  • The Power of Morning Routines: How starting your day with intention sets the tone for success. 
  • SAVERS Acronym: Breakdown of Silence, Affirmations, Visualization, Exercise, Reading, and Scribing. 
  • Personal Development Techniques: Enhancing productivity, mindset, and overall well-being. 
  • Impact on Relationships: How morning routines positively influence personal and professional relationships. 

Tune in to discover practical strategies and motivational insights that can help you transform your mornings and your life. 

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Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle

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

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 at the College of Financial Planning, Chris shares his expertise on holistic wealth management and the critical role of tax planning. 

Key Topics Discussed: 

  • Holistic Wealth Management: Understanding the comprehensive approach to financial planning that integrates all aspects of your financial life. 
  • Importance of Tax Planning: Exploring the critical role of tax strategies in holistic wealth management. 
  • Effective Tax Strategies: Discussion of specific tax planning techniques, including the 83(b) election, Employee Stock Ownership Plans (ESOPs), and the benefits of gifting appreciated securities to charity. 
  • Navigating Retirement Planning: Strategies for ensuring a secure and comfortable retirement, including the importance of having a diversified income stream. 
  • Balancing Short-Term and Long-Term Goals: How to save for immediate needs while planning for future financial stability. 
  • Risk Management: Understanding and mitigating risks such as mortality, longevity, and disability. 
  • Behavioral Finance: The importance of behavior modification in investment decisions and financial planning. 
  • The Role of Financial Advisors: How professional guidance can help you stay on track and make informed financial decisions. 

Tune in to learn how to manage your wealth holistically, make informed tax decisions, and plan effectively for your future. Whether you are preparing for retirement or looking to optimize your current financial strategy, this episode offers valuable insights to help you achieve your goals. 

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Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni

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

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 a comprehensive conversation on the different types of arthritis, the latest treatment modalities, and strategies for living well with these conditions. 

Key Topics Discussed: 

  • Dr. Husni’s Background: Dr. Husni shares how she became interested in rheumatology, her current role, previous clinical trials she’s led, and her longstanding involvement with the Arthritis Foundation. 
  • Importance of Proper Arthritis Diagnosis: The critical need for proper diagnosis of the different types of arthritis, as treatment paths vary significantly between conditions like osteoarthritis, rheumatoid arthritis, and psoriatic arthritis. 
  • Holistic Wellness Strategies for Arthritis: Beyond medication, Dr. Husni discusses integrative wellness strategies that play a role in arthritis management, including diet, exercise, stress management, and adequate sleep. 
  • Weather Impacts on Arthritis Symptoms: How changes in weather and barometric pressure can affect arthritis symptoms and the perception of pain and swelling in joints. 
  • Genetic Factors in Arthritis Susceptibility: The role of genetics in increasing susceptibility to different types of arthritis.  
  • PRECISION Trial on Cardiovascular Risks: Dr. Husni shares insights from her groundbreaking PRECISION clinical trial, which examined the cardiovascular risks associated with various anti-inflammatory medications used in arthritis treatment. 

Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.

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Episode 12: Healing from Within: The Power of Pursuing Holistic Health

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

Join host, Jason L Smith and special guest, Kasia Hrecka, a functional medicine practitioner, as they discuss the transformative power of understanding and nurturing our bodies through functional medicine practices. Smith shares his health challenges and how incorporating functional medicine principles into his daily life under Kasia’s guidance helped him heal his gut, strengthen his immune system, and improve his day-to-day functioning and overall well-being. Tune in to learn how to incorporate these principles into your life, with a focus on nutrition, stress management, toxin reduction, and maintaining a healthy microbiome.

Key topics discussed:

1. Importance of Gut Health: Insights into the critical role of the microbiome in overall immunity and well-being, emphasizing dietary impact on gut health and its systemic effects on the body.

2. Jason’s Health Transformation: Jason shares his personal experience of overcoming health challenges through dietary changes and gut health optimization, showcasing the significant impact of functional medicine practices.

3. Holistic Health Defined: Exploration of holistic health as a state of vibrant physical, mental, and spiritual well-being, underscored by the necessity of a purposeful life for true health.

4. Incorporating Functional Medicine: Practical advice on how to integrate functional medicine principles into everyday life, focusing on good nutrition, stress reduction, minimizing toxin exposure, and supporting detoxification and mitochondrial health for overall vitality.

Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.

Resources:

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