Holistic Wealth and Health Podcast

Many people plan around a retirement that lasts 20 or 30 years, but advances in medicine and health are pushing life expectancy well past the old assumptions, and that shift changes the math on nearly every part of a financial plan. In this episode, Dave Alison, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, and co-host Greg Dillon, Head of Financial Services at Prosperity Capital Advisors, walk through what they call longevity risk. It refers to the growing

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

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 approa

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, a

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 big

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, somat