Holistic Wealth and Health Podcast

By: Jason L Smith
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  • Summary

  • Are you ready to take a different approach to your financial life? This is not your typical financial podcast, we’re inspiring and teaching you how to prosper in your mind, body, and spirit, not just your finances. Join us as we focus on what matters most –– living your best life possible.
    Holistic Wealth and Health All Rights Reserved
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Economics Hygiene & Healthy Living Personal Finance
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Episodes
  • Episode 37: How to Prepare for Tax Season with Less Stress

    Episode 37: How to Prepare for Tax Season with Less Stress
    Feb 17 2025
    Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →
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    34 mins
  • Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie

    Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie
    Feb 3 2025
    As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today. Listen as Carrie Kerskie, founder of the Kerskie … Continue reading Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie →
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    32 mins
  • Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

    Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA
    Jan 20 2025
    As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. In this illuminating episode, Bryan Bibbo welcomes … Continue reading Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA →
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    27 mins

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