Tag Archives: Holistic Wealth and Health

Episode 50: How to Make the Most of Your Social Security Benefits

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, , , , , , , , , , , , , ,

In this eye-opening conversation, host Bryan Bibbo sits down with Social Security specialist, Ash Ahluwalia, CFP ®, MBA, head of Social Security Planning at OneTeam Financial, to uncover the complex world of Social Security optimization that many Americans never fully understand. 

Through real client stories and practical examples, he demonstrates how proper Social Security planning can help many couples make the most of their benefits and provide a significant source of income in retirement. Ash also addresses recent tax law confusion and explains why even high-net-worth individuals worth $80 million shouldn’t overlook their Social Security strategy. 

Key Topics: 

  • The Social Security Knowledge Gap: Why most financial professionals don’t understand the complexities of Social Security optimization and how this creates opportunities for significant benefit increases. 
  • Claiming Strategy Fundamentals: Understanding the impact of claiming anywhere from age 62 to 70, including how benefits can double and the critical role of earnings limits for early claimers. 
  • Couples Planning Strategies: How married couples, divorced individuals, and widows can maximize benefits through coordinated filing strategies that consider spousal and survivor benefits. 
  • Tax Implications and Recent Changes: Clarifying confusion around recent tax law changes and how Social Security taxation works within overall retirement income planning. 
  • High-Net-Worth Planning: Why wealthy individuals shouldn’t ignore Social Security benefits and how to convert Social Security into estate tax-free assets through strategic planning.

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Episode 49: Transforming Health & Community with Pickleball Part 2

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

Ready to take your pickleball game to the next level? Join host Bryan Bibbo as he continues our conversation with Verna Griffin, the “Pickleball Queen of Neptune Beach.”  In part two, we dive deep into the strategy and technique that separates recreational players from competitive ones. 

With over 15 years of experience playing and teaching sport, Verna has a lot to share. She also reveals her inspiring journey from retirement uncertainty to finding renewed purpose as a certified instructor, proving that it’s never too late to discover a passion that transforms your physical and mental well-being. 

Key Topics: 

  • Game Strategy: Learn how modern pickleball strategy has evolved and what separates recreational from competitive play. 
  • Essential Techniques: Discover the key shots every player should master and common mistakes to avoid. 
  • Mental Benefits: Understand how pickleball keeps your mind sharp and improves cognitive function at any age. 
  • Getting Started: Practical advice for beginners and insights into the future of this rapidly growing sport. 

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Episode 46: How Busy CEOs Stay Healthy with Len Komoroski

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

What happens when two competitive CEOs turn health and wellness into a friendly rivalry? In this episode, host Jason L Smith sits down with former Cleveland Cavaliers CEO, now Lake Erie Crushers co-owner, Len Komoroski, to explore how high-performing executives can optimize their health while managing demanding careers. 

Len shares his journey from traditional sports executive to holistic health advocate, revealing how a simple competition through the Whole Life Challenge — comprehensive six-week wellness program that tracks daily habits across nutrition, exercise, sleep, and mindfulness— sparked a deeper commitment to wellness. Through candid discussions about intermittent fasting, advanced health monitoring, and the critical difference between health span and lifespan, Len demonstrates that true leadership extends beyond the boardroom to personal optimization and community impact. 

Key Topics Discussed: 

  • Progress Not Perfection Philosophy: Discover how to build sustainable health habits without the all-or-nothing mentality that leads to burnout and failure. 
  • Advanced Health Monitoring: Learn about comprehensive health services, VO2 max optimization, and preventive testing that can catch issues before they become problems. 
  • Executive Wellness Strategies: Explore practical approaches to intermittent fasting, pescatarian nutrition, and strength training that fit into demanding schedules. 
  • Health Span vs Lifespan: Understand why staying active and healthy longer matters more than simply living longer, and how to optimize both. 

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Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2

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 deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football. 

Through candid discussions about gaps in education—from financial literacy to parenting skills—Fred shares how he’s breaking generational cycles while teaching his children to find their own purpose.  

Key Topics: 

  • Financial Education Crisis: Why financial literacy isn’t taught in schools and how this systematic gap perpetuates cycles of financial struggle, especially among student-athletes and young professionals. 
  • Parenting Without Entitlement: Strategies for raising grounded, respectful children despite wealth and fame, including the importance of exposing kids to different paths rather than choosing their journey for them. 
  • Mental Health & Athlete Identity: Anxiety, depression, and the unique challenges athletes face when their physical capabilities begin to change, plus holistic approaches to mental health management. 
  • The Power of Routine & Commitment: How establishing and maintaining disciplined routines—whether in sports, finances, or life—creates the foundation for long-term success and helps overcome the monotony that can derail progress. 
  • Living Present vs. Past/Future: The transformative power of staying grounded in the present moment rather than being trapped by past regrets or future anxieties. 

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Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1

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, , , , , , , , , , , , , ,

What happens when an NFL legend transitions from the gridiron to building generational wealth? In this deeply personal conversation, host Bryan Bibbo sits down with Jacksonville Jaguars and Florida Gators icon Fred Taylor to discuss faith, family legacy, and the financial lessons learned through both triumph and adversity. 

Fred opens up about his journey from growing up financially illiterate to becoming a sophisticated investor who understands that professional athletes are essentially business entities. Through candid stories about business partnerships gone wrong, the power of proper documentation, and the profound influence of his grandmother who raised him, Fred reveals how setbacks became steppingstones to building lasting wealth and wisdom that he now passes on to the next generation. 

Key Topics: 

  • Athlete as Business Entity: Understand how professional athletes must view themselves as businesses, managing brand, contracts, and long-term financial planning beyond their playing careers. 
  • Learning from Financial Setbacks: Discover how Fred turned early financial mistakes and “handshake deals” into valuable lessons about proper documentation and fiduciary responsibility. 
  • Asset Protection Strategies: Learn about the sophisticated wealth protection vehicles Fred employs, including various life insurance policies, trusts, and limited liability structures. 
  • Generational Wealth Building: Explore how Fred is breaking the cycle of financial illiteracy by educating his children and building a legacy that extends beyond his playing career.

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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 41: Wealth Planning for Legacy, Lifestyle, & Taxes

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, , , , , , , , , , , , , ,

You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically for affluent families. 

Drawing on years of experience helping clients navigate financial and estate planning decisions, Chad breaks down how The Bucket Plan® philosophy addresses the sophisticated needs of high-net-worth individuals and incorporates them all into one holistic plan. 

Key Topics: 

  • Strategic Tax Optimization: Sophisticated approaches to preserve wealth through proper asset positioning and timing. 
  • Elevated Charitable Planning: Maximizing philanthropic impact while creating significant tax advantages. 
  • Multi-Generational Wealth Transfer: Sophisticated estate planning strategies that protect and perpetuate your family legacy. 
  • Portfolio Protection Philosophy: How The Bucket Plan® methodology safeguards your assets during market volatility without sacrificing growth potential. 
  • Advanced Healthcare Planning: Intelligent strategies for healthcare coverage that complement your wealth management approach. 

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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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Episode 37: How to Prepare for Tax Season with Less Stress

Benefits of Strength Training, Bryan Bibbo, CPA, Education, Financial Education, Fitness, Health Management, Holistic Financial Planning, Holistic Health Management, holistic wealth and health, Holistic Wealth Management, insurance, Investing, 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, , , , , , , , , , , , , ,

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller and Enrolled Agent at JL Smith who leads the tax division. 

Listen as Warnkin and Knudsen share practical strategies to simplify your tax preparation process and help you make informed decisions about your filing. They’ll walk you through how JL Smith’s holistic approach to wealth management helps prevent tax-time surprises while keeping you on track with your financial goals. 

Key Topics: 

  • Document Organization: Discover effective ways to gather and submit your tax documents using both digital portals and traditional methods 
  • Filing Status Benefits: Understand how to choose the best filing status for your situation, including special considerations for life changes and dependent claims 
  • Security Measures: Discover important steps to protect yourself from tax-related identity theft, including the value of IRS Identity Protection PINs 
  • Strategic Planning: Learn how incorporating tax planning into your wealth management strategy helps you prepare better and save more throughout the year 

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Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

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, work, , , , , , , , , , ,

As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today.  

Listen as Carrie Kerskie, founder of the Kerskie Group, provides actionable strategies to protect your wealth from emerging cyber threats while maintaining the convenience of modern financial tools. 

Key Topics: 

  • AI Security Protocols: Learn how to safely leverage AI tools for business productivity while protecting sensitive financial information and maintaining data privacy 
  • Modern Identity Protection: Master the three-part framework of prevention, awareness, and recovery to safeguard your wealth from sophisticated cyber threats 
  • Digital Privacy Management: Understand critical vulnerabilities in everyday technology, from smart vehicles to mobile applications, that could compromise your financial security 
  • Fraud Prevention Strategies: Implement the “privacy pause” methodology to prevent financial fraud and protect against social engineering attacks enhanced by artificial intelligence

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