HeyJaredHolistic Wealth and Health Podcast
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 23, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 27, 2026
Latest episodes
Holistic Wealth and Health: A New Podcast on Money and Wellbeing (opens the original)
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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
A New Chapter for Holistic Wealth & Health (opens the original)
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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
Episode 65: RMDs, Legacy Planning, and What You Might Be Missing (opens the original)
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Required minimum distributions (RMDs) are one of the most misunderstood and mismanaged pieces of retirement income planning. In this episode, host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, sits down with Jeff Warnkin, CPA, CFP®, and senior wealth manager at Prosperity Capital Advisors, to walk through how RMDs actually work, the common mistakes that can cost families, and the ripple effects that many retirees do not see coming until it is too late. Jeff and Matt cover t
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