Tag Archives: Jason Smith & Bryan Bibbo

9. Celebrating National Financial Awareness Day Every Day

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

Savings are a key part of every financial plan. But how can Americans save their money when many are living paycheck to paycheck?

In this episode, Bryan Bibbo celebrates national financial awareness day by discussing everything you need to know about your savings. Bryan shares how he helps clients visualize their spending habits and create strategies to increase their savings.

Bryan discusses:

  • Why do you need to including savings in your financial plan
  • The importance of creating a budget
  • How investments can benefit your retirement plan
  • The importance of educating future generations on financial planning
  • And more!

Tune in now and celebrate financial awareness day with us by increasing your financial literacy around your savings!

Connect with Bryan:

Resources: JL Smith | Bryan Bibbo | National Today

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Episode 8 – A Discussion On All Things Annuities – With Kalem Mackey, CFP®

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , , , , ,

Believe it or not, annuities are often helpful, yet misunderstood financial products.

In this episode, Bryan Bibbo sits down with Clarity Insurance Marketing’s executive vice president, Kalem Mackey, CFP®. Today, Kalem discusses annuities and everything related to their advantages, disadvantages, risk, and maintenance components. 

In this episode, you will learn:

  • What annuities are and why they’re thought of as complicated
  • How to correctly and efficiently make use of annuities 
  • The main differences between variable, fixed, and fixed index annuities
  • Liquidity and time horizon as the main trade-off of annuities 
  • The risks and maintenance costs of annuities 
  • And more!

Listen in and learn the importance of annuities, why it’s important to work with an advisor, and why you should define the role of annuities within your financial plan! 

Resources:

JL Smith Group | Bryan Bibbo | 440-934-9181 | Kalem Mackey, CFP® | Clarity Insurance Marketing 

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Episode 7 – What You Really Should Know About Medicare – With Gary Pelfrey

Financial, Holistic Financial Planning, Investing, Wealth and Health, , , , , ,

It’s no secret that Medicare can be confusing and overwhelming. 

As such, questions like, “how much do I know,” “what do I need to do?” and “what does it do for me?” are more common and frequent than you think. 

In this episode, Bryan Bibbo sits down with JL Smith’s Gary Pelfrey. Today, Gary breaks down Medicare and each of its components, and explains different considerations you must know even if you are investigating coverage for the first time.

In this episode, you will learn:

  • How much Medicare covers
  • What creditable coverage is and how it relates to the option of taking Medicare at the age of 65 
  • What are some of the Medicare gaps and penalties 
  • The cost-related differences between Medicare Parts A and B
  • Reasons why you should take Medicare’s open enrollment period seriously 
  • And more!

Listen today and find out key components you need to know in regards to Medicare Parts A, B, C, and D! 

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

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