Holistic Wealth and Health Podcast

business, investing, health, fitness · EN-US

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.