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 chance that a retirement lasts far longer than expected, and what that means for Social Security timing, guaranteed income, and planning for extended care.  

They also share real client examples that show how the right plan can turn a long life from a financial risk into an opportunity. 

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Find more insights on our website: https://bit.ly/4AujvWW

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: 

Find more insights on our website: https://bit.ly/4AujvWW

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 

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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. 

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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. 

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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. 

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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.  

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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. 

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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. 

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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 “exercise” and replaces it with something far more accessible: movement. Through compelling patient stories, Mike reveals why sitting has become the new smoking and how just 150 minutes of weekly movement, broken into five-minute increments, can transform not just your physical health, but your cognitive function, emotional wellbeing, and most importantly, your independence. Whether you’re recovering from surgery, managing chronic conditions, or simply looking to age with dignity and strength, this conversation offers a realistic roadmap for making movement a sustainable part of your life. 

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