Holistic Wealth and Health Podcast
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 mos
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Recent Episodes
Episode 19: Managing Wealth Wisely: Insights from Tax & Estate Planning Whiz, Chris Woehrle
In this episode of the Holistic Wealth and Health Podcast, host Jason L Smith is joined by esteemed tax planning professional and professor, Christopher...
Episode 18: Safeguarding Your Wealth & Wellbeing: Carrie Kerskie’s Identity Theft, Fraud, & Cybersecurity Protection Tips
In this episode, host Jason L Smith interviews Carrie Kerskie, a certified identity fraud investigator, speaker, author, and consultant on identity...
Episode 9 Re-Drop: Ed Slott’s Guide to Maximizing Retirement Savings
In this episode, host Jason L Smith, CEP®, BPC, sits down with “America’s IRA Expert:” Ed Slott, CPA. He is the founder and CEO at Ed Slott and...
Episode 17: Arthritis Wellness and Wisdom from Dr. Elaine Husni
In this episode, host Bryan Bibbo is joined by the distinguished guest, Dr. Elaine Husni, MD, MPH Vice Chair of Rheumatology and Director of the Arthritis...
Episode 16: Grasping Your Financial Needs, Step 1 – Discover Part 2
Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison,...
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