Join host Bryan Bibbo and special guest Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at the American College of Financial Services, as they explore the often misunderstood world of reverse mortgages and their potential role in retirement planning.
Together, Bibbo and Graves discuss how these financial instruments can provide increased flexibility, improve cash flow, and potentially enhance overall retirement outcomes when used strategically.
Key Topics Discussed:
Beyond the Stigma: Don explains how reverse mortgages have evolved and why they’re now being considered by financial planners for clients across the wealth spectrum.
The Mechanics of Reverse Mortgages: A breakdown of how these loans work, including the growing line of credit feature.
Strategic Applications: Various ways reverse mortgages can be used, from eliminating monthly mortgage payments to funding estate planning strategies.
Protecting Homeownership: Discussion on the safeguards in place and common misconceptions about losing one’s home.
Listen as Graves dispels common myths and shares insights on how reverse mortgages are “just another mortgage” and can be a valuable tool for retirees across various financial situations.
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.
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.
Join host Bryan Bibbo as he sits down with Trevor Murray, MD, Assistant Professor of Surgery for the Department of Orthopedic Surgery at the Cleveland Clinic, who specializes in lower extremity joint replacements. Together, they discuss their shared passion for helping others, advancements in joint replacement technologies, as well as the importance of maintaining an active lifestyle for joint health. Tune in to hear practical advice on prevention, treatment options, and the profound difference a dedicated healthcare professional can make in improving patients’ quality of life.
Key topics discussed:
Murray’s Orthopedic Surgery Background: Trevor Murray discusses his unique journey into the field of orthopedic surgery, tracing back to his interest in athletics and desire to help people, at a young age.
Murray’s Extensive Training: Murray sheds light on the rigorous and lengthy process of becoming an orthopedic surgeon.
Advances in Joint Replacement Technology and Practices: Murray details how technological advancements have significantly increased the lifespan of hip replacements.
Activities To Maintain Joint Health: Emphasizing the multifactorial nature of joint health, Murray highlights the critical role of maintaining a healthy weight and engaging in low-impact exercises as preventive measures to stave off the need for joint replacement surgery.
Post-Surgical Recovery and Rehabilitation: Murray emphasized the importance of early mobilization, physical therapy focused on range of motion initially and then strength and endurance, and the overall timeline for achieving peak outcomes.
Addressing Fears and Misconceptions About Surgery: Murray debunks the adage of delaying surgery as long as possible and instead focusing on the patient’s quality of life and symptom severity.
Learn how understanding your body and incorporating proactive holistic health habits can lead to a richer, more productive life.
In this episode, host Jason L Smith is joined by Chris Smith, the founder of Family Brand. They delve into the transformative journey of creating a strong, unified family culture. The discussion touches on how family unity and shared values contribute to overall well-being, drawing inspiration from concepts like ‘Blue Zones’ and the Japanese philosophy of Ikigai.
Key Highlights:
1. Introducing Family Brand: Chris Smithshares the inspiration behind founding Family Brand, rooted in his personal experiences and family challenges.
2. The Impact of Family on Longevity: A discussion on ‘Blue Zones’ and how family dynamics significantly contribute to longevity, inspired by the Netflix documentary “Live to 100: Secrets of the Blue Zones.”
3. Building a Family Brand: The conversation covers the process and benefits of establishing a family brand, including mission, vision, culture, and values, as experienced by host Jason with his family
4. Family History and Identity: The importance of knowing and sharing family heritage and stories to bolster family identity and resilience.
5. The Pillars of Family Values: Chris outlines eight crucial categories for developing robust family values, based on extensive research.
6. Family Brand Culture Quiz: Introduction to the quiz designed to help families understand and enhance their family culture.
7. Engagement Options with Family Brand: Overview of different programs offered by Family Brand, including digital, group, and private coaching options.
Listeners are encouraged to reflect on their family values and explore the resources offered by Family Brand to strengthen family bonds and create a lasting legacy.
Disclaimer: Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!
In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world.
Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege of guiding and mentoring Dave and Brian. Over the years, Dave has risen to become the go-to expert in his field, serving as the leading figure at Prosperity Capital Advisors.
Through their collective efforts, Jason, Brian, and Dave have successfully trained thousands of financial advisors in the art of holistic wealth management. This podcast episode delves into the essence of their “bucket plan process,” tax planning, and a wide range of financial management techniques.
Join us for an engaging discussion that brings together Brian and Dave to explore the multifaceted world of holistic wealth management. Whether you’re an aspiring financial advisor or someone interested in optimizing your financial future, this episode offers valuable insights and expertise you won’t want to miss.
Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!
Your co-hosts, Jason L Smith and Brian Bibbo, invite you on a transformative journey toward prosperity in every facet of your life. In this podcast, we’ll explore the intricacies of holistic well-being, emphasizing the interconnectedness of the mind, body, and spirit, and how they all play pivotal roles in shaping your overall prosperity.
Jason L Smith, one of your dedicated co-hosts, brings a wealth of knowledge and a passion for helping you achieve your fullest potential. With a background in holistic health and wellness, he has spent years delving into the secrets of mental and physical well-being, and he’s here to share that wisdom with you.
But, who is Jason L Smith? Tune in to our podcast to discover more about his journey, experiences, and insights that have fueled his commitment to helping you lead a life that’s truly worth living.
Together with a diverse array of guest speakers, we’ll explore the latest trends, professional advice, and actionable tips that can help you unlock your true potential. Join us in focusing on what matters most in your life: living well.
