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Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

Hosted by Jason L Smith

BusinessInvestingHealthFitness
WebsiteRSS feed

Episodes

64

Latest episode

Aug 2026

Language

EN-US

About the show

Are you ready to take a different approach to your financial life? This is not your typical financial podcast, we’re inspiring and teaching you how to prosper in your mind, body, and spirit, not just your finances. Join us as we focus on what matters most –– living your best life possible.

Listen to episodes

60 recent
September 23, 202634 min

Holistic Wealth and Health: A New Podcast on Money and Wellbeing

<p>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.</p> <p>What We’ll Cover: <br /> - Why Dave and Greg treat financial planning and personal health as connected, not separate, parts of a plan <br /> - How the right mix of pre-tax, post-tax, and tax-advantaged accounts (often called account type diversification) can factor into retirement timing <br /> - Why an advisor's own experience through a financial crisis can shape how closely they watch a client's downside risk <br /> - What advising founders, executives, and business owners through major wealth events can reveal about avoiding a "just in case" retirement <br /> - How AI tools can support, but not replace, sound financial guidance </p> <p>Find more insights on our website: https://bit.ly/4AujvWW</p>

August 31, 20261 min

A New Chapter for Holistic Wealth & Health

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 approach to money and life, with the show’s format rebuilt from the ground up New episodes beginning in September 2026 Socials: Follow Dave Alison on LinkedIn Follow Greg Dillon on LinkedIn Follow Prosperity Capital Advisors on Facebook Follow Prosperity Capital Advisors on LinkedIn

June 2, 2026Episode 6443 min

Episode 64: The Science Behind Stress, Anxiety, and Feeling Off

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. Key Topics: The Science of Sensory Processing: How your nervous system takes in the world around you and why that shapes more of your behavior than you realize. Hypersensitivity, Hyposensitivity, and the Judgment Gap: Why so much of what gets labeled as personality or attitude is rooted in neurology. Neuroaesthetics and Your Environment: The surprising research on how color, art, and physical surroundings affect brain function and emotional regulation. Daily Routines That Keep You Regulated: The grounding practices that help your nervous system reset and why missing them is immediately felt. Sensory Processing as You Age: What changes across the lifespan and how staying active keeps critical neural pathways working. The Sensory-Addiction Connection: What research reveals about undiagnosed sensory dysregulation and self-medication.

May 20, 2026Episode 6312 min

Episode 63: Post-Tax Season Planning Strategies

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. Key Topics: Your Tax Return as a Planning Tool: Why filing it away until next April can be a costly mistake, and which specific line items deserve your attention right now. The Hidden Cost of Capital Gain Distributions: How internal trades by mutual fund and exchange-traded fund (ETF) managers can generate surprise taxable events, and what strategies may help reduce them. Tax-Efficient Withdrawal Strategies: How structuring distributions across pre-tax, post-tax, and Roth accounts can help keep you in the lowest possible bracket throughout retirement. Roth Conversions and Market Downturns: Why periods of market volatility can create timely opportunities to convert more shares at a discount and let them recover tax-free. Planning for High-Income Earners: How to approach deferred compensation elections, restricted stock units (RSUs), and equity compensation, and why many of these decisions often need to be made a full year in advance.

April 6, 2026Episode 6542 min

Episode 62: How High Achievers Can Avoid Burnout

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. Key Topics: Recognizing Burnout Before It Stops You: Discover the physical, mental, and emotional signals your body sends long before you hit the wall, and why high achievers are conditioned to override them. Prioritizing a Sleep Routine: Learn how mimicking nature’s rhythms and removing common evening habits can dramatically improve your rest and recovery without overhauling your life. Starting Your Day with Intention: Explore how just 15 minutes of intentional quiet in the morning can reduce mental noise, improve focus, and set a more grounded tone for the entire day. Reframing Boundaries as Commitments: Understand why boundaries feel uncomfortable for high achievers and how reframing them as personal commitments can make them easier to set and sustain. Living the Width, Not Just the Length: Aneta shares the philosophy behind her book and why waiting for retirement, the weekend, or “when things slow down” may be the most costly decision you’re making right now.

March 2, 2026Episode 6159 min

Episode 61: Intentional Joy in the Workplace with Dave Caperton

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. Key Topics: Defining Intentional Joy: Understanding joy as happiness rooted in purpose that endures even through suffering, and why making joy a mission-level goal can change everything The Four Elements of Joy: How practicing passion/enthusiasm, gratitude, kindness, and humor creates cultures where people thrive and why presence is the prerequisite for all four Gratitude as the Cornerstone: Why gratitude is a powerful force in interpersonal relationships, how to practice it internally (perception) and externally (recognition), and the concept of “aspirational gratitude” The Power of Presence: Why the greatest gift you can give others is your undivided attention, how distraction erodes connection, and the simple phrase “I just need your eyes” that transforms interactions Building Joyful Cultures: Recognizing the top three employee needs (recognition, inclusion, being cared about), and why embeddedness trumps compensation in retention Humor That Connects: The critical question “Does it require a victim?” and guidelines for using humor as a tool for connection rather than a weapon that alienates

February 17, 2026Episode 6019 min

Episode 60: How to Save 15+ Hours Per Week Using AI Correctly Part 2

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. Key Topics: From Dabbling to Daily Habits: Why “experiment mode” keeps you stuck, and how building AI into your actual workflow transforms how you work and live. The Authentic Voice Problem: How most people unknowingly erode their credibility with generic AI responses and how custom AI can amplify your unique voice instead. AI That Works Where It Matters: The manual tasks professionals still do by hand (like client meeting prep and follow-ups) and how AI handles them better while freeing you for what matters most. Three Experts for Life’s Biggest Decisions: The framework Tom uses across every area of life, from business strategy to veterinary care to medical advocacy, including Jason’s story of using it to potentially save his mother’s life.

February 2, 2026Episode 5923 min

Episode 59: How to Save 15+ Hours Per Week Using AI Correctly

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. Key Topics: The Silent Cost of Waiting: Why treating AI as a hobby compounds into lost time and opportunity The Professional Brand Problem: How well-meaning attempts to use AI without proper understanding can undermine your credibility with clients and colleagues. Beyond the Shiny Tools: Why jumping straight to AI software solutions without learning how to work with AI leads to frustration and wasted effort. The “I’m Not Tech-Savvy” Trap: How professionals get stuck in overwhelm and the simple reframe that can change everything.

January 20, 2026Episode 5851 min

Episode 58: Movement Is Medicine — Why Motion Equals Independence

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. Key Topics: Reframing Exercise as Movement: Discover why the language we use matters and how thinking about “movement” instead of “exercise” removes intimidation and makes healthy habits more achievable for everyone. The 150-Minute Weekly Goal: Learn how to break down the recommended 150 minutes of weekly movement into manageable five-minute increments that fit seamlessly into daily life, no gym membership required. Movement Equals Independence: Understand the profound connection between consistent movement and maintaining independence as you age, from simple daily tasks to living on your own terms into your 80s, 90s, and beyond. Pre- and Post-Surgery Success: Explore how movement before joint replacement surgery dramatically impacts recovery outcomes and why treating your surgery prep like training for your “Super Bowl” makes all the difference.

December 1, 2025Episode 5721 min

Episode 57: Financial Readiness in Times of Uncertainty

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 safety net. He explains how The Bucket Plan® protects you when uncertainty strikes and reveals why financial disruptions often become catalysts for smarter, more intentional planning. Key Topics Discussed: Cash Flow as the Foundation: Why access to liquid cash matters more than account balances when income stops, and how to avoid penalties when you need money before age 59½. Emergency Funds vs. Comfort Funds: The difference between academic emergency fund recommendations and determining your personal “sleep at night” number based on your guaranteed income sources. The Bucket Plan® in Action: How the Now, Soon, and Later bucket strategy protects you during shutdowns while positioning you to capitalize on market opportunities when they arise. Federal Employee Benefits Optimization: Navigating pensions, TSP decisions, survivor benefits, and the current uncertainty around contribution rates and Social Security supplements. Emotional Discipline in Uncertain Times: Why the best investors stick to their financial plans during chaos, and how proactive planning prevents reactionary decisions that cost you in the long run.

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