Podcasts

Listen to Holistic Wealth & Health

Living well and funding it.

Two CFP® professionals on how your money and your health end up answering to each other.

Listen on Apple Podcasts
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Watch on YouTube

New episodes every other week. The first arrives Wednesday, September 23.

What Is Holistic Wealth & Health?
It is a podcast about how money decisions and health decisions shape each other, hosted by two people who help families make both kinds every day.

In each episode, Dave Alison and Greg Dillon, both CFP® professionals and wealth managers at Prosperity Capital Advisors, sit down with each other or with a guest to work through the questions clients actually bring them. A retirement income plan and a plan for staying well enough to enjoy it are not separate projects, and the show treats them as one.

It is for anyone whose financial questions have gotten specific enough that searching for the answer stops helping. That includes people five years out from retirement and people already settled into it, people
decades away who would rather start early, business owners thinking about an exit, and executives paid mostly in stock.

Ready to Put These Ideas into Practice?

The ideas in these resources shape how we plan with every client. Connect with a Prosperity Capital Advisors advisor to see how they apply to your financial life.