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