Tag Archives: Insight

Episode 5 – Get to Know Bryan Bibbo

September 16, 2020Financial, Holistic Financial Planning, Investing, Wealth and Healthbody, Bryan Bibbo, education, Financial, financial life, Health, Holistic Financial Planning, Insight, inspire, Investing, mind, spirit, The JL Smith Group, Wealth, Wealth and Healthholisticwealthandhealth

Bryan Bibbo is a leading financial professional at JL Smith Group who assists with estate, retirement income, and holistic financial planning.

In this episode, get to know host Bryan Bibbo as he talks about his personal life and professional career at JL Smith.

In this episode, you will learn:

What a holistic financial plan is and how Bryan Bibbo can help you
Who Bryan is when he’s not at the office
The holistic planning target demographic for JL Smith Group
How referrals and educational workshops have helped the company grow
How JL Smith Group has impacted and helped the community
And more!

Tune in to get to know Bryan and his role at JL Smith Group!

Resources: JL Smith Group | Bryan Bibbo | 440-934-9181

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Episode 4 – Health and Lifestyle Tips for Social Distancing — With Dr. Kasia Hrecka

June 3, 2020Financial, Holistic Financial Planning, Investing, Wealth and Healthbody, education, Financial, financial life, Health, Holistic Financial Planning, Insight, inspire, Investing, Jason Smith, mind, spirit, The JL Smith Group, Wealth, Wealth and Healthholisticwealthandhealth

How has self-isolation affected your eating and sleeping habits? How about your stress levels?

During times like these, it’s more important than ever to take the time to ensure you’re caring for your health — both mentally and physically.

To help you with your holistic health and wealth journey, Jason Smith welcomes functional medicine coach Dr. Kasia Hrecka in today’s episode to highlight the importance of maintaining a healthy lifestyle during times of uncertainty. Together, they share several ideas for improving your health while practicing social distancing.

In this episode, you’ll learn:

How meditation and journaling can help reduce stress
The benefits of physical exercise
Which foods decrease body inflammation
How to get a better night’s sleep
And more!

Tune in now to learn how you can stay healthy while self-isolating!

Resources: JL Smith Group: (440) 934-9181 | Nourish Up

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Episode 3 — Holistic Planning: Combining Health and Wealth

May 20, 2020Financial, Holistic Financial Planning, Investing, Wealth and Healthbody, education, Financial, financial life, Health, Holistic Financial Planning, Insight, inspire, Investing, Jason Smith, mind, spirit, The JL Smith Group, Wealth, Wealth and Healthholisticwealthandhealth

The JL Smith Group believes in the power of holistic planning.

But what exactly does this type of planning entail, and why should you incorporate this planning style into your financial planning picture?

Today, Jason Smith and Bryan Bibbo join forces to break down their holistic planning approach and share why they value health as a part of the wealth management process.

In this episode, you’ll learn:

Why your health is an important part of your financial picture
What the holistic planning process looks like
The benefits of a bucket planning approach
Why planning is an ongoing process
And more!

Join Bryan and Jason now to learn how you can bring all areas of your financial picture together with their holistic planning process!

Resources: JL Smith Group | (440) 934-9181

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Episode 2 — Meet Bryan Bibbo

May 6, 2020Financial, Holistic Financial Planning, Investing, Wealth and Healthbody, education, Financial, financial life, Health, Holistic Financial Planning, Insight, inspire, Investing, Jason Smith, mind, spirit, The JL Smith Group, Wealth, Wealth and Healthholisticwealthandhealth

Are you ready to learn how to prosper in your mind, body, spirit, and financial life?

Meet co-host and JL Smith Group advisor, Bryan Bibbo.

In this episode, Bryan gets the welcome treatment by answering questions about his passion for finance, why he’s an advocate for holistic financial planning, and more.

In this episode, you’ll learn:

About Bryan’s financial background
How JL Smith Group simplifies financial planning for clients
What type of professionals make up the JL Smith Group team
The advice Bryan gives clients, family, and friends most often
And more!

Listen in now to meet Bryan and learn about his mission to help clients plan with the big picture in mind!

Resources: JL Smith Group | (440) 934-9181 | bryan@jlsmithgroup.com

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Episode 1 — Introducing the Holistic Wealth and Health Podcast

April 21, 2020Financial, Holistic Financial Planning, Investing, Wealth and Healthbody, education, Financial, financial life, Health, Holistic Financial Planning, Insight, inspire, Investing, Jason Smith, mind, spirit, The JL Smith Group, Wealth, Wealth and Healthholisticwealthandhealth

Welcome to the Holistic Wealth and Health Podcast!

This series is presented by The JL Smith Group and will inspire and teach you about how to prosper in your mind, body, spirit, and financial life.

Today, get to know one of your co-hosts, Jason Smith, and why he’s passionate about helping others live life well. Jason shares insight on his career journey, what he aims to provide clients, and more.

In this episode, you’ll learn:

Who The JL Smith Group works with and how they serve them
The true meaning of holistic financial planning
Why The JL Smith Group prioritizes client education
Jason’s proudest achievements both in and out of the office
And more!

Tune in now to start your journey towards aligning your holistic wealth and health!

Resources: The JL Smith Group

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