Jason Smith | Holistic Wealth and Health Podcast

Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

In this episode, join hosts Jason Smith and Brian Bibbo as they sit down with Dave Alison, a prominent figure in the financial advisory world.

Dave’s story is one of mentorship, growth, and achievement. In their younger years, Jason had the privilege of guiding and mentoring Dave and Brian. Over the years, Dave has risen to become the go-to expert in his field, serving as the leading figure at Prosperity Capital Advisors.

Through their collective efforts, Jason, Brian, and Dave have successfully trained thousands of financial advisors in the art of holistic wealth management. This podcast episode delves into the essence of their “bucket plan process,” tax planning, and a wide range of financial management techniques.

Join us for an engaging discussion that brings together Brian and Dave to explore the multifaceted world of holistic wealth management. Whether you’re an aspiring financial advisor or someone interested in optimizing your financial future, this episode offers valuable insights and expertise you won’t want to miss.

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Welcome to the Holistic Wealth and Health Podcast, your gateway to a prosperous, balanced, and purpose-driven existence!

We dive deep into co-host Bryan Bibbo’s life, motivations, and philosophies he swears by to live well, including his desire to live every day like its last and focus on the true riches in his life — his relationships. Founder and CEO of JL Smith, Jason L Smith, CEP, BPC, introduces listeners to his friend, co-host, and business partner, making it easy to see why they work so well together.

Get to know Bryan Bibbo, AIF, NSSA, & BPC, Partner, Accredited Investment Fiduciary and National Social Security Advisor at JL Smith, as he discusses his humble Cleveland upbringing, how he entered the financial industry, his family and their influence on his life, and the importance of gratitude.