Tag Archives: Jason L Smith

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 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships 

Benefits of Strength Training, Bryan Bibbo, CPA, Financial, 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, , , , , , , , , , ,

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a transformative approach to understanding how our emotional and relational patterns influence financial decision-making. 

Join us as we unpack strategies for fostering financial intimacy, overcoming money-related conflicts, and creating a balanced approach to wealth management that supports your emotional and financial health. 

Key Topics Discussed: 

  • Understanding Financial Intimacy: Learn what financial intimacy means and how it fosters transparency and trust in relationships. 
  • Attachment Styles and Money: Discover how attachment styles—secure, anxious, avoidant, and disorganized—affect financial decision-making and conflict resolution. 
  • Overcoming Financial Trauma: Explore methods to recover from past financial setbacks and rebuild confidence in managing money. 
  • Balancing Risk and Emotional Comfort: Strategies to align financial decisions with personal comfort levels and long-term goals. 
  • Practical Exercises for Couples: A simple yet powerful exercise to improve financial communication and connection in relationships. 

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Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

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

Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy.  

Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for your entire family. 

Key Topics Discussed: 

  • Document Organization Mastery: Learn how The Family Estate Organizer™ is used to create a centralized system for managing crucial financial, legal, and personal documents. 
  • Tax-Smart Asset Management: Master the organization of pre-tax, post-tax, and tax-favored investments to optimize inheritance outcomes for your beneficiaries. 
  • Legacy Planning Integration: Discover how the FEO seamlessly connects with The Bucket Plan® methodology to create a comprehensive wealth transfer strategy that aligns with your values. 
  • Crisis Prevention Protocol: Understand how proper document organization prevents common estate planning pitfalls and ensures immediate access to critical information during emergencies. 
  • Succession Planning: Learn the step-by-step process for ensuring your wealth transfers efficiently to the next generation while maintaining family harmony. 

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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 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

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

Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing.  

Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what you really need to know about protecting and growing your nest egg in today’s complex market environment. 

Key Topics Discussed: 

  • Investment Fundamentals: Learn why having a comprehensive financial plan is crucial before selecting specific investments 
  • Risk Management: Understand the difference between “smart risks” and “dumb risks” in investing 
  • Global Diversification: Discover why international exposure matters, with the U.S. representing 61% of global market value 
  • Market Timing: Why “time in the market” beats “timing the market” – supported by 50 years of market data 
  • The Bucket Plan® Strategy: How The Bucket Plan® philosophy of separating investments into Now, Soon, and Later buckets helps create peace of mind for retirement 

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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 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 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 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips

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, host Jason L Smith interviews Carrie Kerskie, a certified identity fraud investigator, speaker, author, and consultant on identity theft, privacy, and cybersecurity. 

Carrie shares her expertise on protecting against identity theft, fraud, and cyber threats in the digital age. Jason also discusses the stress and financial impacts these crimes can have on victims. 

Key Topics Discussed: 

  • Common Mistakes Leading to Identity Theft: Not securing online accounts, failing to ask for help with technology, and believing one is safe from threats by avoiding the internet. 
  • Best Practices for Prevention: Getting credit freezes, using privacy-focused browsers/search engines, enabling two-factor authentication, and validating information from supposed official sources. 
  • Evolving Threat Landscape: How identity theft, fraud, and cyber threats have converged, with criminals using sophisticated tactics like remote access malware. 
  • Recognizing Scams: Red flags like unsolicited requests for sensitive data, urgency to transfer money, and implausible scenarios crafted with convincing details. 
  • Securing Mobile Devices: Using longer passwords/passcodes, being cautious about app installations, and adjusting privacy settings on smartphones. 
  • Approach to AI Tools: Maintaining prudence by fact-checking outputs, as AI models can perpetuate misinformation based on their training data. 

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

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