Episodes

  • Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony

    Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony
    Dec 23 2024
    Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy. Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for … Continue reading Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony →
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    32 mins
  • Episode 32: What is Functional Medicine? Holistic Healing Explained

    Episode 32: What is Functional Medicine? Holistic Healing Explained
    Dec 9 2024
    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. … Continue reading Episode 32: What is Functional Medicine? Holistic Healing Explained →
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    38 mins
  • Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu

    Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu
    Nov 25 2024
    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 … Continue reading Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu →
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    45 mins
  • Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma

    Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma
    Nov 11 2024
    Join host Jason L Smith and special guest, Aneta Kuzma, a meditation and wellness coach, and CEO and Founder of Ardelian Kuzma Group, LLC. With her transformative approach to mindfulness and breathwork, Kuzma shares how creating moments of stillness can protect your wealth by improving decision-making, reducing stress, and enhancing your overall wellbeing. Key Topics … Continue reading Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma →
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    37 mins
  • Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind

    Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind
    Oct 28 2024
    Are you approaching Medicare age or already enrolled? Join host Bryan Bibbo and special guest, Gary J. Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management. With over 28 years of experience as a Medicare specialist in financial services, Pelfrey demystifies Medicare planning and reveals how proper healthcare planning can protect your retirement … Continue reading Episode 29: Mastering Medicare – Your Complete Guide to Parts, Plans, and Peace of Mind →
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    44 mins
  • Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife

    Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife
    Oct 28 2024
    Join host Bryan Bibbo and special guest Elizabeth Sherman, owner and master certified life and health coach at Total Health by Elizabeth, as they explore the crucial importance of holistic health and wellness for middle-aged men and women. Together, Bibbo and Sherman discuss how tailored health strategies can dramatically improve quality of life, mental well-being, … Continue reading Episode 28: How to Develop Total Health – Strategies for Thriving in Midlife →
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    43 mins
  • Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset

    Episode 27: Aging Well: Transforming Senior Health with Balance, Motion, And Mindset
    Sep 13 2024
    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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    Less than 1 minute
  • 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
    Sep 3 2024
    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 mins