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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 59: How to Save 15+ Hours Per Week Using AI Correctly
    Feb 2 2026

    What would you do with an extra 15 hours per week? Spend more time with family? Finally prioritize your health? Actually enjoy your success instead of just managing it? In this practical conversation, host Jason L Smith sits down with Tom Lambotte, founder of AI Simplifier, to explore how busy professionals can reclaim their time using AI without getting overwhelmed by hype or becoming tech specialists.

    Through real-world examples, Tom reveals the distinction between using AI and using it correctly — and why that difference determines who wins back precious hours to focus on what truly matters in life.

    Key Topics:

    • The Silent Cost of Waiting: Why treating AI as a hobby compounds into lost time and opportunity
    • The Professional Brand Problem: How well-meaning attempts to use AI without proper understanding can undermine your credibility with clients and colleagues.
    • Beyond the Shiny Tools: Why jumping straight to AI software solutions without learning how to work with AI leads to frustration and wasted effort.
    • The “I’m Not Tech-Savvy” Trap: How professionals get stuck in overwhelm and the simple reframe that can change everything.
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    24 mins
  • Episode 58: Movement Is Medicine — Why Motion Equals Independence
    Jan 20 2026

    What if the secret to maintaining your independence well into your golden years had nothing to do with expensive gym memberships or marathon training? In this practical and empowering conversation, host Bryan Bibbo sits down with Michael Dombrowski, MS PA-C—an Assistant Professor at Baldwin Wallace University with over 35 years of clinical experience in orthopedic surgery and complex musculoskeletal care, to explore why movement truly is medicine.

    Mike challenges the intimidating notion of “exercise” and replaces it with something far more accessible: movement. Through compelling patient stories, Mike reveals why sitting has become the new smoking and how just 150 minutes of weekly movement, broken into five-minute increments, can transform not just your physical health, but your cognitive function, emotional wellbeing, and most importantly, your independence. Whether you’re recovering from surgery, managing chronic conditions, or simply looking to age with dignity and strength, this conversation offers a realistic roadmap for making movement a sustainable part of your life.

    Key Topics:

    • Reframing Exercise as Movement: Discover why the language we use matters and how thinking about “movement” instead of “exercise” removes intimidation and makes healthy habits more achievable for everyone.
    • The 150-Minute Weekly Goal: Learn how to break down the recommended 150 minutes of weekly movement into manageable five-minute increments that fit seamlessly into daily life, no gym membership required.
    • Movement Equals Independence: Understand the profound connection between consistent movement and maintaining independence as you age, from simple daily tasks to living on your own terms into your 80s, 90s, and beyond.
    • Pre- and Post-Surgery Success: Explore how movement before joint replacement surgery dramatically impacts recovery outcomes and why treating your surgery prep like training for your “Super Bowl” makes all the difference.
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    52 mins
  • Episode 57: Financial Readiness in Times of Uncertainty
    Dec 1 2025

    What happens when your paycheck suddenly stops? In this conversation, guest host Matt Seitz, Chief Marketing Officer at C2P and JL Smith Holistic Wealth Management, sits down with Joe Voellm, CFF, ChFC®, CLU®, Senior Wealth Manager at JL Smith and former U.S. Marine, to discuss building financial resilience when income gets disrupted.

    Whether you’re a federal employee facing potential shutdowns or anyone concerned about income stability, Joe offers practical strategies for strengthening your safety net. He explains how The Bucket Plan® protects you when uncertainty strikes and reveals why financial disruptions often become catalysts for smarter, more intentional planning.

    Key Topics Discussed:

    • Cash Flow as the Foundation: Why access to liquid cash matters more than account balances when income stops, and how to avoid penalties when you need money before age 59½.
    • Emergency Funds vs. Comfort Funds: The difference between academic emergency fund recommendations and determining your personal “sleep at night” number based on your guaranteed income sources.
    • The Bucket Plan® in Action: How the Now, Soon, and Later bucket strategy protects you during shutdowns while positioning you to capitalize on market opportunities when they arise.
    • Federal Employee Benefits Optimization: Navigating pensions, TSP decisions, survivor benefits, and the current uncertainty around contribution rates and Social Security supplements.
    • Emotional Discipline in Uncertain Times: Why the best investors stick to their financial plans during chaos, and how proactive planning prevents reactionary decisions that cost you in the long run.
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    21 mins
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