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Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

By: Jason L Smith
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About this listen

 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 Economics Hygiene & Healthy Living Personal Finance
Episodes
  • Episode 56: Building Health Foundations Through Daily Routines

    Episode 56: Building Health Foundations Through Daily Routines
    Nov 10 2025
    What does it take to maintain your health, independence, and vitality as you age? In this conversation, host Jason L Smith welcomes Jason Ott, Founder of Empowered Prevention, to discuss the power of daily routines and fundamental health practices that support mind, body, and spirit. Listen as Jason Ott shares his personal journey from watching … Continue reading Episode 56: Building Health Foundations Through Daily Routines →
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    36 mins
  • Episode 55: The 3-Part Tax Approach That Protects Your Wealth

    Episode 55: The 3-Part Tax Approach That Protects Your Wealth
    Oct 27 2025
    What’s the difference between tax planning, management, and preparation? Why does it matter? In this conversation, host Bryan Bibbo sits down with Jeff Warnkin, CPA, CFP®, Senior Wealth Manager, with over 30 years of experience, to reveal why countless Americans are unknowingly stuck in the government’s “default tax plan.” Together they reveal the costly gap … Continue reading Episode 55: The 3-Part Tax Approach That Protects Your Wealth →
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    29 mins
  • Episode 54: Tax Management Strategies for Retirement Part 2

    Episode 54: Tax Management Strategies for Retirement Part 2
    Oct 13 2025
    Ever wondered how billionaires like Warren Buffett and Jeff Bezos often pay lower tax rates—and what strategies you might be able to apply to your own situation? In this second part of their conversation, host Bryan Bibbo and Dave Alison, CFP, EA, BPC, dive deeper into practical tax management strategies that can help you reduce … Continue reading Episode 54: Tax Management Strategies for Retirement Part 2 →
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    22 mins
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