Holistic Wealth and Health Podcast

Prosperity Capital Advisors
  • 5.0 (3)
  • Investing

Dave Alison and Greg Dillon, both CFP® professionals and wealth managers at Prosperity Capital Advisors, host a show about how living well and funding it turn out to be the same question. Every other week they take the decisions people usually handle separately and put them back together: when to claim Social Security, what longevity does to a retirement plan, how stress and health shape what the money is actually for. Sometimes with a guest, sometimes just the two of them. Whether you are decades away from retirement or already in it, you are welcome here. Honest conversations, no scripts.

  1. Sep 23

    Holistic Wealth and Health: A New Podcast on Money and Wellbeing

    Whether someone is nearing retirement, running a business, or managing wealth tied up in company stock, the same question tends to surface: is the plan built around the whole picture, or just the account balances? In this first episode, Dave Alison, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, and co-host Greg Dillon introduce Holistic Wealth and Health, a podcast built around the idea that financial planning and personal wellbeing are connected. They share the professional experiences, including the 2008 financial crisis, advising founders and executives through major equity events, and years spent guiding pre-retirees and business owners, that shaped how they think about tax management, retirement income, and living well once the wealth is in place. What We’ll Cover:  - Why Dave and Greg treat financial planning and personal health as connected, not separate, parts of a plan   - How the right mix of pre-tax, post-tax, and tax-advantaged accounts (often called account type diversification) can factor into retirement timing   - Why an advisor's own experience through a financial crisis can shape how closely they watch a client's downside risk   - What advising founders, executives, and business owners through major wealth events can reveal about avoiding a "just in case" retirement   - How AI tools can support, but not replace, sound financial guidance  Find more insights on our website: https://bit.ly/4AujvWW

  2. Aug 31

    A New Chapter for Holistic Wealth & Health

    In this quick update, Dave Alison, CFP, EA, BPC, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, shares what’s ahead for the show and introduces the new hosting lineup.  To be the first to know when new episodes go live, follow Prosperity Capital Advisors on Facebook and LinkedIn for updates as the launch gets closer.  WHAT TO EXPECT WHEN THE SHOW RETURNS  A new hosting duo in Dave Alison, CFP, EA, BPC and Greg Dillon, CFA, CFP  The same practical, doable approach to money and life, with the show’s format rebuilt from the ground up  New episodes beginning in September 2026  Socials:  Follow Dave Alison on LinkedIn  Follow Greg Dillon on LinkedIn  Follow Prosperity Capital Advisors on Facebook  Follow Prosperity Capital Advisors on LinkedIn

  3. Jun 2

    Episode 64: The Science Behind Stress, Anxiety, and Feeling Off

    Feeling anxious, overwhelmed, or out of sync? In this eye-opening conversation, host Bryan Bibbo sits down with Donna Redman, founder of The Secret Genius Project, and occupational therapist Cindy Duffy to unpack the hidden science of sensory processing and what it means for how you think, feel, and function every day.  Cindy draws on over 40 years of experience working with children, adults, and Alzheimer’s patients to explain how your nervous system takes in sensory information, processes it, and drives your behavior, often without your awareness. Donna connects those insights to creativity, neuroaesthetics, and the universal patterns that shape identity and wellbeing. Together, they make a compelling case that much of what we label as stress, anxiety, or personality is the nervous system signaling that something needs to change.  Key Topics:  The Science of Sensory Processing: How your nervous system takes in the world around you and why that shapes more of your behavior than you realize.  Hypersensitivity, Hyposensitivity, and the Judgment Gap: Why so much of what gets labeled as personality or attitude is rooted in neurology.  Neuroaesthetics and Your Environment: The surprising research on how color, art, and physical surroundings affect brain function and emotional regulation.  Daily Routines That Keep You Regulated: The grounding practices that help your nervous system reset and why missing them is immediately felt.  Sensory Processing as You Age: What changes across the lifespan and how staying active keeps critical neural pathways working.  The Sensory-Addiction Connection: What research reveals about undiagnosed sensory dysregulation and self-medication.

  4. May 20

    Episode 63: Post-Tax Season Planning Strategies

    When tax season ends, tax planning begins. Join host Bryan Bibbo as he sits down with Chad Weigl, CFF, BPC, NSSA, lead advisor at JL Smith Holistic Wealth Management, a Prosperity Capital Advisors company, to walk through what high-income earners and pre-retirees should consider once their return is filed.   With more than a decade of experience in retirement income planning, tax strategy, Social Security, and estate planning, Chad breaks down which line items on your return reveal some of the biggest missed opportunities, and how to translate this year’s outcome into a smarter plan before the window closes.  Key Topics:  Your Tax Return as a Planning Tool: Why filing it away until next April can be a costly mistake, and which specific line items deserve your attention right now.  The Hidden Cost of Capital Gain Distributions: How internal trades by mutual fund and exchange-traded fund (ETF) managers can generate surprise taxable events, and what strategies may help reduce them.  Tax-Efficient Withdrawal Strategies: How structuring distributions across pre-tax, post-tax, and Roth accounts can help keep you in the lowest possible bracket throughout retirement.  Roth Conversions and Market Downturns: Why periods of market volatility can create timely opportunities to convert more shares at a discount and let them recover tax-free.  Planning for High-Income Earners: How to approach deferred compensation elections, restricted stock units (RSUs), and equity compensation, and why many of these decisions often need to be made a full year in advance.

  5. Apr 6

    Episode 62: How High Achievers Can Avoid Burnout

    What if the greatest threat to your success is the pace at which you’re running toward the finish line? In this candid conversation, host Bryan Bibbo sits down with leadership coach Aneta Kuzma, to talk about what happens when high achievers keep pushing without ever pausing, and what to do before the crash comes for them.  Aneta brings 25 years of executive experience, including 22 years in banking as a Senior Vice President, alongside an MBA and deep training in nervous system regulation, somatic practices, and spiritual leadership. After hitting burnout herself, she developed the Sacred Success framework to help driven professionals stop deferring their lives and start leading with clarity, purpose, and grounded power.  Key Topics:  Recognizing Burnout Before It Stops You: Discover the physical, mental, and emotional signals your body sends long before you hit the wall, and why high achievers are conditioned to override them.  Prioritizing a Sleep Routine: Learn how mimicking nature’s rhythms and removing common evening habits can dramatically improve your rest and recovery without overhauling your life.  Starting Your Day with Intention: Explore how just 15 minutes of intentional quiet in the morning can reduce mental noise, improve focus, and set a more grounded tone for the entire day.  Reframing Boundaries as Commitments: Understand why boundaries feel uncomfortable for high achievers and how reframing them as personal commitments can make them easier to set and sustain.  Living the Width, Not Just the Length: Aneta shares the philosophy behind her book and why waiting for retirement, the weekend, or “when things slow down” may be the most costly decision you’re making right now.

  6. Mar 2

    Episode 61: Intentional Joy in the Workplace with Dave Caperton

    What if the key to solving employee disengagement, burnout, and turnover isn’t another productivity tool or incentive program, but intentional joy? In this conversation, host Bryan Bibbo sits down with Dave Caperton, internationally recognized keynote speaker, former stand-up comedian, and author, to explore how joy can be fuel for performance, innovation, and retention.  Dave draws a critical distinction between fleeting happiness and enduring joy, defining joy as “happiness firmly rooted in purpose.” Through personal stories, including a touching memory of his first day of school bus driver who knew his name, Dave illustrates how small acts of presence and recognition create lasting impact.   Key Topics:  Defining Intentional Joy: Understanding joy as happiness rooted in purpose that endures even through suffering, and why making joy a mission-level goal can change everything  The Four Elements of Joy: How practicing passion/enthusiasm, gratitude, kindness, and humor creates cultures where people thrive and why presence is the prerequisite for all four  Gratitude as the Cornerstone: Why gratitude is a powerful force in interpersonal relationships, how to practice it internally (perception) and externally (recognition), and the concept of “aspirational gratitude”  The Power of Presence: Why the greatest gift you can give others is your undivided attention, how distraction erodes connection, and the simple phrase “I just need your eyes” that transforms interactions  Building Joyful Cultures: Recognizing the top three employee needs (recognition, inclusion, being cared about), and why embeddedness trumps compensation in retention  Humor That Connects: The critical question “Does it require a victim?” and guidelines for using humor as a tool for connection rather than a weapon that alienates

  7. Feb 17

    Episode 60: How to Save 15+ Hours Per Week Using AI Correctly Part 2

    When doctors disagreed about his mother’s cardiac care, our host and founder of JL Smith Holistic Wealth Management, turned to AI and it changed the course of her treatment.   In part two of their powerful conversation, host Jason L Smith and Tom Lambotte, founder of AI Simplifier, reveal how AI can become more than a productivity tool when you know how to use it correctly. They discuss how the same AI principles that transform your workflow can also help you make better decisions for your health, your family, and your life.  Key Topics:  From Dabbling to Daily Habits: Why “experiment mode” keeps you stuck, and how building AI into your actual workflow transforms how you work and live.  The Authentic Voice Problem: How most people unknowingly erode their credibility with generic AI responses and how custom AI can amplify your unique voice instead.  AI That Works Where It Matters: The manual tasks professionals still do by hand (like client meeting prep and follow-ups) and how AI handles them better while freeing you for what matters most.  Three Experts for Life’s Biggest Decisions: The framework Tom uses across every area of life, from business strategy to veterinary care to medical advocacy, including Jason’s story of using it to potentially save his mother’s life.

  8. Feb 2

    Episode 59: How to Save 15+ Hours Per Week Using AI Correctly

    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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Ratings & Reviews

5
out of 5
3 Ratings

About

Dave Alison and Greg Dillon, both CFP® professionals and wealth managers at Prosperity Capital Advisors, host a show about how living well and funding it turn out to be the same question. Every other week they take the decisions people usually handle separately and put them back together: when to claim Social Security, what longevity does to a retirement plan, how stress and health shape what the money is actually for. Sometimes with a guest, sometimes just the two of them. Whether you are decades away from retirement or already in it, you are welcome here. Honest conversations, no scripts.

Information

  • Creator
    Prosperity Capital Advisors
  • Years Active
    2020 - 2026
  • Episodes
    65
  • Rating
    Clean
  • Copyright
    © Holistic Wealth and Health All Rights Reserved
  • Show Website
    Holistic Wealth and Health Podcast

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