Holistic Wealth and Health Podcast

A clean set of lab results can create a false sense of security. In this episode of Holistic Wealth and Health, Dave Alison and Greg Dillon talk with Sachin Patel, founder of the Living Proof Institute, about a central idea in his work: the body is not broken, it is responding exactly as expected to the environment and stress it is under. Sachin walks through his own path from treating elite athletes as a chiropractor to building a functional medicine practice, and explains how a proactive, personalized approach to health can help people move past simply avoiding disease toward...

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 show’s listeners carry: a life that looks successful from the outside while taking a quiet toll un...

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...

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...

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 

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 s...

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. 

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 hel...

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 pres...

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 … Continue reading Episode 59: How to Save 15+ Hours Per Week Using AI Correctly →

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 … Continue reading Episode 58: Movement Is Medicine — Why Motion Equals Independence →

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 … Continue reading Episode 57: Financial Readiness in Times of Uncertainty →

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 … Continue reading Episode 56: Building Health Foundations Through Daily Routines →

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 … Continue reading Episode 55: The 3-Part Tax Approach That Protects Your Wealth →

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 … Continue reading Episode 54: Tax Management Strategies for Retirement Part 2 →

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 … Continue reading Episode 53: Tax Management Strategies for Retirement Part 1 →

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, … Continue reading Episode 52: “Never Stale” Leadership Development Strategies Part 2 →

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 … Continue reading Episode 51: “Never Stale” Leadership Development Strategies →

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 … Continue reading Episode 50: How to Make the Most of Your Social Security Benefits →

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 … Continue reading Episode 49: Transforming Health & Community with Pickleball Part 2 →

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 … Continue reading Episode 48: Transforming Health & Community with Pickleball Part 1 →

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 … Continue reading Episode 47: Year-Round Tax Strategies for Wealth Building →

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 … Continue reading Episode 46: How Busy CEOs Stay Healthy with Len Komoroski →

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 … Continue reading Episode 45: Faith, Family & Financial Freedom with Fred Taylor Part 2 →

What happens when an NFL legend transitions from the gridiron to building generational wealth? In this deeply personal conversation, host Bryan Bibbo sits down with Jacksonville Jaguars and Florida Gators icon Fred Taylor to discuss faith, family legacy, and the financial lessons learned through both triumph and adversity.  Fred opens up about his journey from … Continue reading Episode 44: Faith, Family & Financial Freedom with Fred Taylor Part 1 →

Just as you schedule a yearly physical to maintain your health, your financial well-being deserves the same thoughtful attention. In this episode, guest host Matt Seitz, Chief Marketing Officer at JLS and C2P, sits down with Jeff Warnkin, Senior Wealth Manager at JL Smith, to explore how annual financial reviews serve as critical checkups for … Continue reading Episode 43: Caring for Your Wealth with Annual Financial Health Checkups →

Are you treating your body like a neglected asset instead of your most valuable investment? In this enlightening conversation, host Jason L Smith reconnects with his personal functional medicine coach, Dr. Kasia Hrecka, PhD, to explore how strategic health investments yield powerful dividends in energy, longevity, and quality of life.  For over seven years, Kasia … Continue reading Episode 42: Physical Returns on Your Wellness Investment →

You’ve worked hard all your life to build significant wealth but now face the challenge of protecting what you’ve built while creating a meaningful legacy. Join Bryan Bibbo as he welcomes Chad Weigl, CFF, BPC, NSSA, a seasoned retirement planning professional and lead advisor at JL Smith, to explore comprehensive asset management strategies designed specifically … Continue reading Episode 41: Wealth Planning for Legacy, Lifestyle, & Taxes →

In this continuation of our conversation led by Jason L Smith featuring Dr. Mona Shah, we dive deeper into practical heart health strategies that can transform your physical wellbeing and protect your financial future. Listen as Dr. Shah, Northeast Florida’s only triple board-certified holistic cardiologist, provides specific guidance on creating sustainable lifestyle practices that support cardiovascular … Continue reading Episode 40: Preserving Your Heart Health to Maximize Your Wealth Part 2 →

Market volatility is an inevitable part of your investment journey—but how should you respond when your portfolio value fluctuates? In this insightful episode, Bryan Bibbo sits down with Seth Meisler, CFA, CFP, CPA, BPC, a Senior Wealth Manager at JL Smith, to provide timeless wisdom for weathering market uncertainty.  Drawing from decades of experience in … Continue reading Episode 39: Weathering Market Volatility in Uncertain Times →

Poor health can undermine even the most carefully crafted financial plan, so maintaining heart health is an important part of holistic wealth management. In this insightful episode, Jason L Smith welcomes Dr. Mona Shah, Northeast Florida’s only triple board-certified holistic cardiologist and founder of One Heart Cardiology, a concierge practice dedicated to personalized preventive cardiology … Continue reading Episode 38: Preserving Your Heart Health to Maximize Your Wealth Part 1 →

Learn how to prepare for tax season with less stress with insights directly from JL Smith Holistic Wealth Managements’ experienced tax team. This episode, hosted by Bryan Bibbo, features Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Management Advisor, with over 25 years of experience and a master’s in taxation, and Kelli Knudsen, EA, Controller … Continue reading Episode 37: How to Prepare for Tax Season with Less Stress →

As technology like AI advances, so do the methods criminals use to compromise your financial security. This essential episode, hosted by Jason L Smith, features the return of Carrie Kerskie, a certified identity fraud investigator and author, who shares proactive, sophisticated strategies to protect your wealth today.   Listen as Carrie Kerskie, founder of the Kerskie … Continue reading Episode 36: Protecting Your Wealth from Cybercrime with Identity Fraud Investigator, Carrie Kerskie →

In this illuminating episode, Bryan Bibbo welcomes Katherine Lesch and Kaeleen Bruce, AFEA's dynamic co-CEOs, to share how their nationwide network of vetted financial professionals helps you master essential retirement concepts in a comfortable, pressure-free environment.

Navigating finances within relationships can be a complex and deeply personal journey. In this episode of the Holistic Wealth & Health podcast, co-host Jason L Smith is joined by Ed Coambs, CFP®, founder, trainer, and therapy informed planner of Healthy Love & Money. Ed bridges the worlds of financial planning and relationship psychology, offering a … Continue reading Episode 34: Exploring How Financial Intimacy & Attachment Styles Build Healthier Money Relationships  →

Join co-hosts Jason Smith and Bryan Bibbo as they unpack the essential role of The Family Estate Organizer™ (FEO) in creating a seamless wealth transfer strategy.   Through compelling real-world examples and decades of experience, they reveal how this powerful tool transforms complex estate planning into an organized, manageable process that provides peace of mind for … Continue reading Episode 33: The Family Estate Organizer™ – A Guide to Preserving Family Wealth & Harmony →

Do you want to learn how an approach to health not solely reliant on pharmaceuticals can improve your longevity and quality of life? In this episode, Jason sits down with Dr. Robert Saper, holder of the Nancy J. and Michael F. Roizen Chair of Wellness and the Chair of Preventive Medicine at the Cleveland Clinic. … Continue reading Episode 32: What is Functional Medicine? Holistic Healing Explained →

Are you worried about making the right investment choices for your retirement? Join host Jason L Smith, and special guest Apollo Lupescu from Dimensional Fund Advisors, for a conversation that takes the mystery out of investing.   Whether you’re already enjoying retirement or planning for it in the next few years, this episode breaks down what … Continue reading Episode 31: Investment Fundamentals – Understanding Market Dynamics and Portfolio Diversification with Apollo Lupescu →

Join host Jason L Smith and special guest, Aneta Kuzma, a meditation and wellness coach, and CEO and Founder of Ardelian Kuzma Group, LLC. With her transformative approach to mindfulness and breathwork, Kuzma shares how creating moments of stillness can protect your wealth by improving decision-making, reducing stress, and enhancing your overall wellbeing. Key Topics … Continue reading Episode 30: Meditation, Breathwork & Living Life Fully: Insights & Advice from Aneta Kuzma →