Episodes

Executive burnout rarely announces itself all at once. It builds through overridden warning signs, disrupted sleep, and a pace that feels sustainable right up until it is not. In this episode of Holistic Wealth and Health, Dave Alison and Greg Dillon talk with executive coach Aneta Kuzma, who left a 25-year corporate banking career after her own health scares forced a reckoning with how she was living. Aneta now works with executives and business owners navigating the same tension many of the sh...

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...

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 pur...

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,...

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 correc...

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 “exer...

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 saf...

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 his mother beat brain cancer only to experience physical deterioration due to lifestyle factors, which inspired his 15+ year career in exercise science, ...

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 between receiving tax advice and implementing it, exploring overlooked pitfalls like Medicare premium spikes, and why the recent tax law ch...

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 your lifetime tax burden. Dave reveals why tax management isn’t a one-time event but an ongoing process that adapts to your changing life circumstances and evolving tax ...

What if your biggest lifetime expense isn’t your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management Journey® — a revolutionary framework we use at JL Smith to help our clients keep more of what they’ve worked so hard to build by reducing their lif...

How do the most successful leaders maintain their competitive edge year after year? Join host Jason L Smith and leadership speaker, consultant and executive coach, Dr. Linda Travelute for part two of their conversation on building sustainable growth habits. Dr. Linda introduces John Maxwell’s “Rule of 5” – daily practices in reading, writing, thinking, exercise, and reflection that compound over time. Jason shares his parallel approach through journaling and the critical need for margin in your ...

What separates leaders who thrive from those who become stale over time? In this engaging conversation, host Jason L Smith sits down with leadership speaker, consultant and executive coach, Dr. Linda Travelute, to explore the mental barriers that keep business owners and executives from reaching their full potential. Dr. Linda, founder of Maximized Leaders and creator of the Limitless Group Coaching Program, reveals why so many leaders admit to not being interested in personal or professional gr...

In this eye-opening conversation, host Bryan Bibbo sits down with Social Security specialist, Ash Ahluwalia, CFP ®, MBA, head of Social Security Planning at OneTeam Financial, to uncover the complex world of Social Security optimization that many Americans never fully understand. Through real client stories and practical examples, he demonstrates how proper Social Security planning can help many couples make the most of their benefits and provide a significant source of income in retirement. Ash...

Ready to take your pickleball game to the next level? Join host Bryan Bibbo as he continues our conversation with Verna Griffin, the “Pickleball Queen of Neptune Beach.” In part two, we dive deep into the strategy and technique that separates recreational players from competitive ones. With over 15 years of experience playing and teaching sport, Verna has a lot to share. She also reveals her inspiring journey from retirement uncertainty to finding renewed purpose as a certified instructor, provi...

What happens when a simple introduction to a “silly game with a plastic ball” transforms into a lifelong passion that builds community and transforms health? In this energetic conversation, host Bryan Bibbo sits down with Verna Griffin, a Professional Pickleball Registry (PPR) certified instructor, affectionately known as the “Pickleball Queen of Neptune Beach,” who has been teaching and promoting pickleball since 2009—long before most of us knew it existed. Verna shares her remarkable journey f...

Tax season doesn’t end on April 15th. If you want to build and protect your wealth, consider it a year-round opportunity and practice. Join host Bryan Bibbo as he sits down with Seth Meisler, CPA, CFP, and Chief Investment Officer from JL Smith’s Minnesota office, to explore why the traditional strategy of just pushing taxes to future years is obsolete and how effective tax planning now requires thinking like “3D chess” – considering multiple variables across time. With 17 years of experience sp...

What happens when two competitive CEOs turn health and wellness into a friendly rivalry? In this episode, host Jason L Smith sits down with former Cleveland Cavaliers CEO, now Lake Erie Crushers co-owner, Len Komoroski, to explore how high-performing executives can optimize their health while managing demanding careers. Len shares his journey from traditional sports executive to holistic health advocate, revealing how a simple competition through the Whole Life Challenge — comprehensive six-week...

In this deeply personal continuation of our conversation with NFL legend Fred Taylor, host Bryan Bibbo explores mental health, parenting wisdom, and financial education that extends far beyond the gridiron. Discover how a Hall of Fame-bound running back transformed from party mode to purposeful living while building a legacy that transcends football. Through candid discussions about gaps in education—from financial literacy to parenting skills—Fred shares how he’s breaking generational cycles wh...