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

    Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset
    2024/09/13
    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. … Continue reading Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset →
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    1分未満
  • Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management

    Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management
    2024/09/03
    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 … Continue reading Episode 26: Enhancing Your Retirement Health – The Role of Reverse Mortgages in Holistic Wealth Management →
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    47 分
  • Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits

    Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits
    2024/08/19
    Join host Bryan Bibbo and special guest Heather Hausenblas, PhD, founder and CEO of Wellness Discovery Labs, as they explore practical ways to boost mental and physical health beyond traditional gym workouts and its importance. With her exercise psychology and health behavior expertise, Hausenblas shares her insights on why it’s so hard to maintain regular … Continue reading Episode 25: Beyond the Gym – Boosting Mental & Physical Health Through Daily Habits →
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    27 分
  • Episode 24: The Key to Holistic Wealth on National Financial Awareness Day

    Episode 24: The Key to Holistic Wealth on National Financial Awareness Day
    2024/08/14
    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. … Continue reading Episode 24: The Key to Holistic Wealth on National Financial Awareness Day →
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    22 分
  • Episode 22: Grasping your Financial Needs, Step 3: Deliver

    Episode 22: Grasping your Financial Needs, Step 3: Deliver
    2024/07/22
    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 分
  • Episode 21: Grasping your Financial Needs, Step 2: Design

    Episode 21: Grasping your Financial Needs, Step 2: Design
    2024/07/08
    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 分
  • Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning

    Episode 20: Elevate your Life & Consciousness – Hal Elrod on the Miracle Morning
    2024/06/24
    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 分
  • 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
    2024/06/10
    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 分