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 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

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