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Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast

By: Jason L Smith
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 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. Join us as we focus on what matters most –– living your best life possible.Holistic Wealth and Health All Rights Reserved Economics Hygiene & Healthy Living Personal Finance
Episodes
  • Episode 54: Tax Management Strategies for Retirement Part 2

    Episode 54: Tax Management Strategies for Retirement Part 2
    Oct 13 2025
    Ever wondered how billionaires like Warren Buffett and Jeff Bezos often pay lower tax rates—and what strategies you might be able to apply to your own situation? In this second part of their conversation, host Bryan Bibbo and Dave Alison, CFP, EA, BPC, dive deeper into practical tax management strategies that can help you reduce … Continue reading Episode 54: Tax Management Strategies for Retirement Part 2 →
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    22 mins
  • Episode 53: Tax Management Strategies for Retirement Part 1

    Episode 53: Tax Management Strategies for Retirement Part 1
    Sep 29 2025
    What if your biggest lifetime expense isn’t your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management … Continue reading Episode 53: Tax Management Strategies for Retirement Part 1 →
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    25 mins
  • Episode 52: “Never Stale” Leadership Development Strategies Part 2

    Episode 52: “Never Stale” Leadership Development Strategies Part 2
    Sep 15 2025
    How do the most successful leaders maintain their competitive edge year after year? Join host Jason L Smith and leadership speaker, consultant and executive coach, Dr. Linda Travelute for part two of their conversation on building sustainable growth habits. Dr. Linda introduces John Maxwell’s “Rule of 5” – daily practices in reading, writing, thinking, exercise, … Continue reading Episode 52: “Never Stale” Leadership Development Strategies Part 2 →
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    25 mins
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