Episodios

  • Episode 22: Grasping your Financial Needs, Step 3: Deliver

    Episode 22: Grasping your Financial Needs, Step 3: Deliver
    Jul 22 2024
    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 … Continue reading Episode 22: Grasping your Financial Needs, Step 3: Deliver →
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    21 m
  • Episode 21: Grasping your Financial Needs, Step 2: Design

    Episode 21: Grasping your Financial Needs, Step 2: Design
    Jul 8 2024
    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” … Continue reading Episode 21: Grasping your Financial Needs, Step 2: Design →
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    36 m
  • Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning

    Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning
    Jun 24 2024
    In this episode of the Holistic Wealth and Health Podcast, guest host Matt Seitz, Chief Marketing Officer at JL Smith, sits down with Hal Elrod, the renowned author, keynote speaker, and creator of The Miracle Morning book and philosophy. Hal shares his inspiring journey, from overcoming personal tragedies to developing The Miracle Morning routine. They … Continue reading Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning →
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    43 m
  • Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle

    Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle
    Jun 10 2024
    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 … Continue reading Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle →
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    31 m
  • Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips

    Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips
    May 28 2024
    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 … Continue reading Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips →
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    38 m
  • Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni

    Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni
    Apr 29 2024
    In this episode, host Bryan Bibbo is joined by the distinguished guest, Dr. Elaine Husni, MD, MPH Vice Chair of Rheumatology and Director of the Arthritis and Musculoskeletal Center in Cleveland, Ohio. Dr. Husni shares her passion for helping patients with arthritis while Bryan shares his personal experience living with the condition. Tune in for … Continue reading Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni →
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    28 m
  • Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2

    Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2
    Apr 15 2024
    Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management. This episode continues the group’s discussion of step one of The Bucket Plan® planning process, known … Continue reading Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2 →
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    39 m
  • Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1

    Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1
    Apr 1 2024
    Hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®. Their discussion offers a comprehensive look into the first, crucial step … Continue reading Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1 →
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    30 m