『Holistic Wealth and Health Podcast』のカバーアート

Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

著者: Jason L Smith
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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.Holistic Wealth and Health All Rights Reserved 個人ファイナンス 経済学 衛生・健康的な生活
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  • A New Chapter for Holistic Wealth & Health
    2026/08/31

    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
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    2 分
  • Episode 64: The Science Behind Stress, Anxiety, and Feeling Off
    2026/06/02

    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.
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    44 分
  • Episode 63: Post-Tax Season Planning Strategies
    2026/05/20

    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.
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    12 分
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