The Complete Wealth Management Podcast

Complete Wealth Management Podcast

In the Complete Wealth Management podcast, Dave Alison, CFP®, EA, BPC, President | Founding Partner of Prosperity Capital Advisors, invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have fun discussing lifestyle, travel, tech, and unique experiences to improve life!


Available Podcasts

In this episode, Apollo D. Lupescu, PhD joins Dave Alison to discuss navigating volatile markets. Along with thinking about investments in the future, they discuss current investor concerns, including:

  • Inflation
  • Fed raising rates
  • Recession potential
  • Geopolitical risks with China and the war in Ukraine
  • Tech stocks