Holistic Wealth and Health Podcast
Hosted by Bryan Bibbo and Jason L Smith and Dave Alison and Greg Dillon and Dr Linda Travelute · Prosperity Capital Advisors
5.0from 2 ratings
- 66
- Episodes
- 16
- Transcribed
- 2
- Ratings
- Daily
- Cadence
- 2022
- First episode
- 9K
- YouTube views
About Holistic Wealth and Health Podcast
Dave Alison and Greg Dillon, both CFP® professionals and wealth managers at Prosperity Capital Advisors, host a show about how living well and funding it turn out to be the same question. Every other week they take the decisions people usually handle separately and put them back together: when to claim Social Security, what longevity does to a retirement plan, how stress and health shape what the money is actually for. Sometimes with a guest, sometimes just the two of them. Whether you are decades away from retirement or already in it, you are welcome here. Honest conversations, no scripts.
- Publisher
- Prosperity Capital Advisors
- Category
- business · health & fitness
- Language
- en
- Explicit
- No
- First episode
- 2 Oct 2022
- Latest episode
- 7 Oct 2026
Latest episodes
16 of 66 episodes have a transcript.
7 Oct 2026TRANSCRIPT
Retirement Planning for a 100-Year Life: What Longevity Changes
23 Sept 2026TRANSCRIPT
Holistic Wealth and Health: A New Podcast on Money and Wellbeing
31 Aug 2026TRANSCRIPT
A New Chapter for Holistic Wealth & Health
Inside a recent episode
Retirement Planning for a 100-Year Life: What Longevity Changes
Published 7 Oct 2026 · Transcript excerpt
[…] For a long period of time, they built up these pension retirement balances. And Greg, what do those pensions do? They take that longevity risk off the table for a portion of the money because you can't outlive that pension. Right. 85, 95 or 105. It's a guaranteed paycheck for life. That's what the pensions were. But. What we saw is pensions are quite expensive for companies to be able to maintain and insure, especially as we had a flood of baby boomers where 10,000 people every single day were turning 65. Like that created a pretty big strain on the companies being able to offer these pensions. […]
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See plansWho has been a guest on Holistic Wealth and Health Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Donna Redman
- Cindy Duffy
- Chad Weigl
- Aneta Kuzma
- Dave Caperton
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 8,890
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
Podcast Authority Score: 46 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 39
- Social presence
- 0
- YouTube
- 74
- Engagement
- 60
Contact Holistic Wealth and Health Podcast
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Holistic Wealth and Health Podcast
Who hosts Holistic Wealth and Health Podcast?
Bryan Bibbo and Jason L Smith and Dave Alison and Greg Dillon and Dr Linda Travelute host the show. Published by Prosperity Capital Advisors.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Holistic Wealth and Health Podcast take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
16 of 66 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Holistic Wealth and Health Podcast?
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