Tag Archives: JL Smith Group Holistic Wealth Management

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 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

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

Join host Bryan Bibbo and special guest Artie Gardella, author and owner and personal fitness trainer at Synergy Senior Fitness, as they explore the vital importance of exercise and wellness for seniors.  

Together, Bibbo and Gardella discuss how tailored fitness programs can dramatically improve quality of life, mental health, and physical capabilities for older adults. 

Key Topics Discussed: 

  • Exercise for Seniors: Artie explains how senior-centric exercises differ from traditional workouts and why they’re crucial for maintaining independence and vitality. 
  • The Science of Happiness: A breakdown of how exercise stimulates the body’s “happy chemicals” and combats depression in seniors. 
  • Balance and Motion: Discussion on the importance of balance exercises and how they can prevent potentially life-threatening falls. 
  • Functional Fitness: Various ways seniors can incorporate exercise into daily activities to maintain strength and mobility. 
  • Overcoming Obstacles: Strategies for motivating seniors who may be reluctant to start exercising. 

Listen as Gardella shares inspiring stories of seniors whose lives have been transformed through fitness and offers practical advice for getting started at any age. 

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Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management

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

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.  

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Episode 24: The Key to Holistic Wealth on National Financial Awareness Day

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

Join co-host Bryan Bibbo for this special episode of the Holistic Wealth and Health Podcast where he explores the critical importance of financial literacy today.  

Bryan shares his personal and professional insights into the rising consumer debt crisis and offers practical tips on budgeting, saving, and goal setting to help individuals secure their financial future. 

Key topics discussed: 

  • National Financial Awareness Day: The significance of this day and why financial literacy is more important than ever. 
  • Consumer Debt Crisis: Understanding the impact of rising debt levels and how to manage financial stress. 
  • Paying Yourself First: The importance of saving a portion of your income and taking advantage of employer 401(k) matches. 
  • Budgeting Basics: Practical tips for creating a budget that accommodates unexpected expenses and long-term financial goals. 
  • Financial Education: The need for better financial literacy in schools and how to instill good financial habits in the next generation. 

Learn how to take control of your financial future by implementing these essential strategies and discover the importance of educating yourself and your loved ones about money management. 

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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 13: Welcome Seth Meisler! Get to Know our Newest Advisor

Bryan Bibbo, Financial, Holistic Financial Planning, holistic wealth and health, Holistic Wealth Management, Jason L Smith, JL Smith Group, JL Smith Holistic Wealth Management, , , , , ,

Join hosts, Jason L Smith and Bryan Bibbo, as they welcome the newest advisor to the JL Smith Holistic Wealth Management team, Seth Meisler, CFA, CFP®, CPA. The episode delves into Seth’s journey in the financial industry, highlighting the importance of the holistic approach, the Bucket Plan® philosophy, and the impact of philanthropy and community service on his career. Learn how Seth’s diverse expertise as a principal, chief investment officer, financial advisor, and auditor, makes him a valuable addition to the JL Smith family.

Key Topics Discussed:

  1. Introduction to Seth Meisler: Seth Meisler joins JL Smith Holistic Wealth Management, enhancing the firm’s financial planning and investment strategies with his diverse expertise.
  2. Seth’s Diverse Background: With a rich educational and professional background, including CPA, CFP®, and CFA credentials, Seth brings a multidisciplinary approach to wealth management.
  3. The Importance of a Holistic Approach: The episode underscores the necessity of a holistic wealth management strategy, integrating all financial aspects to support clients’ overarching goals.
  4. The Bucket Plan® in Retirement Planning: Seth and the hosts discuss the Bucket Plan® philosophy, a structured retirement planning approach that aligns assets with future needs and goals.
  5. Philanthropy and Community Service: Highlighting philanthropy’s role, Seth shares how community service and giving back are integral to his personal and professional ethos.

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

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Episode 10: Strength Training for Holistic Health: Building Your Best Self

Benefits of Strength Training, Health Management, Holistic Financial Planning, Holistic Wealth Management, Jason L Smith, Jeff Tomaszewski, JL Smith Holistic Wealth Management, Strength Fitness, Strength Training, wealth and health podcast, , , , ,

Join host Jason L Smith and guest Jeff Tomaszewski, founder of MaxStrength Fitness, as they discuss the power of incorporating strength training into your holistic health plan. Jeff shares the numerous benefits of strength training and his business’ holistic approach, emphasizing the importance of full-body fitness and injury prevention. They also delve into how prioritizing your physical strength sets an example for your family and future generations. Whether you’re a CEO or a parent, this podcast provides actionable steps to start weight training to better your overall health and improve your daily functioning.

 

Resources: MaxStrength Fitness Personal Training Provider

Key Topics Discussed:

1. Strength-training benefits: Jeff highlights the many benefits of exercise, specifically strength training, and how it can profoundly improve the quality of your health and daily functioning.

2. Ease of implementation — Listeners learn how MaxStrength’s methodology of high-intensity, low-force strength training exercises makes it possible to achieve remarkable results in sessions of just 20-25 minutes in as little as 2 days a week.

3. Use it or lose it — Muscle tissue and mass diminish as we age. Adding muscle to your frame is vital for longevity.

4. Leading by example: whether CEOs or parents, Jeff and Jason discuss the powerful impact leaders can have by setting an example of prioritizing health.

5. Fostering healthy habits: The podcast highlights the importance of cultivating healthy habits like exercise, nutrition, and meditation practices within families and organizations, ensuring a legacy of wellness for generations to come.

6. Flexibility of weight training: Jeff explains how MaxStrength has adapted to offer virtual training options, making it convenient for clients worldwide to benefit from their approach.

7. The Mission of holistic health: Jeff shares his mission to help people become the strongest versions of themselves, not only in physical strength but also in all aspects of life.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your needs. Reach out to Us at JL Smith Holistic Wealth Management to see how we can help.

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