Holistic wealth and health is the idea at the center of this new podcast from Prosperity Capital Advisors, hosted by Dave Alison and Greg Dillon. Rather than treating financial planning and personal well-being as separate topics, Dave and Greg open the series by explaining why the two are closely linked for clients at very different stages, from pre-retirees and business owners to founders and executives navigating significant equity or liquidity events. They walk through how their own career paths, shaped by the 2008 financial crisis and years of helping clients manage major wealth transitions, led them to build their approach around this connection. The conversation also touches on why tax management remains one of the most overlooked parts of a financial plan, regardless of how much someone has saved or how they built it.
What We’ll Cover:
- Why Dave and Greg treat financial planning and personal health as connected, not separate, parts of a plan
- How the right mix of pre-tax, post-tax, and tax-advantaged accounts (often called account type diversification) can factor into retirement timing
- Why an advisor’s own experience through a financial crisis can shape how closely they watch a client’s downside risk
- What advising founders, executives, and business owners through major wealth events can reveal about avoiding a “just in case” retirement
- How AI tools can support, but not replace, sound financial guidance
Timestamps:
00:00 — Cold open: why health matters to wealth
00:30 — Welcome to the show and meet the hosts
02:00 — Why Dave and Greg host together
03:00 — Introducing the Five Pillars framework
04:00 — Dave’s path into financial planning
08:00 — Building a holistic wealth management practice
13:00 — Serving clients from pre-retirees to ultra-high-net-worth families
15:00 — Greg’s path from Wall Street to advising
25:00 — Why account type matters as much as investment mix
29:00 — Living confidently instead of “just in case”
31:00 — Using AI tools wisely in financial planning
32:00 — What is coming in future episodes
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