business
Hosted by Prosperity Capital Advisors · business · EN-US · 66 episodes
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.
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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchDave 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.
Holistic Wealth and Health Podcast is hosted by Prosperity Capital Advisors. The show has published 66 episodes to date.
Recent episodes include "Retirement Planning for a 100-Year Life: What Longevity Changes" (7 October 2026, 42 minutes), "Holistic Wealth and Health: A New Podcast on Money and Wellbeing" (23 September 2026, 35 minutes), and "A New Chapter for Holistic Wealth & Health" (31 August 2026, 2 minutes).
Holistic Wealth and Health Podcast publishes roughly every two weeks, with episodes averaging 30 minutes across 66 episodes.
Booking probability for Holistic Wealth and Health Podcast is 33%, and the host is rated Selective on guests. Holistic Wealth and Health Podcast requires a Pod Score of 80 or higher. Holistic Wealth and Health Podcast's contact route on record: verified email.
The strongest fits for Holistic Wealth and Health Podcast are Investing & Wealth Management and Health & Wellness Services. Holistic Wealth and Health Podcast has a business audience.
Prosperity Capital Advisors hosts Holistic Wealth and Health Podcast, a business show with 66 episodes published.
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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...
Holistic Wealth and Health Podcast
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...
Holistic Wealth and Health Podcast
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...
Episode #64
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...
Episode #63
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...
Episode #65
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...
Episode #61
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...
Episode #60
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...
Episode #59
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...
Episode #58
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...
Episode #57
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...
Episode #56
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...
Episode #55
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...
Episode #53
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...
Episode #53
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...
Episode #52
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...
Episode #51
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...
Episode #50
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...
Episode #49
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...
Episode #48
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...
Recent guests on Holistic Wealth and Health Podcast. Study who booked and why before you pitch.
Pride of the Jaguars RB, Minnesota Golf Course Superintendents Association
Vice President, Dimensional Fund Advisors
host of the Live the Width of Your Life podcast, Ardelian Kuzma Group
Best-selling Author, Keynote Speaker, and Podcaster, The Miracle Morning
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