Executive burnout rarely announces itself all at once. It builds through overridden warning signs, disrupted sleep, and a pace that feels sustainable right up until it is not. In this episode of Holistic Wealth and Health, Dave Alison and Greg Dillon talk with executive coach Aneta Kuzma, who left a 25-year corporate banking career after her own health scares forced a reckoning with how she was living. Aneta now works with executives and business owners navigating the same tension many of the show’s listeners carry: a life that looks successful from the outside while taking a quiet toll underneath.

What We’ll Cover:

• How to recognize the early physical signals of burnout before they become a health event

• Why sleep disruption is often the clearest early warning sign, and what it means when the body starts to compensate

• Simple nervous system regulation techniques, including a breathing method (the psychological sigh), that take minutes rather than hours

• How to think through identity and purpose after a major career or life transition, using the concept of ikigai as a framework

• Why limiting technology distractions throughout the day can have a measurable effect on stress and focus

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Many people plan around a retirement that lasts 20 or 30 years, but advances in medicine and health are pushing life expectancy well past the old assumptions, and that shift changes the math on nearly every part of a financial plan. In this episode, Dave Alison, President of Wealth Management and Founding Partner at Prosperity Capital Advisors, and co-host Greg Dillon, Head of Financial Services at Prosperity Capital Advisors, walk through what they call longevity risk. It refers to the growing chance that a retirement lasts far longer than expected, and what that means for Social Security timing, guaranteed income, and planning for extended care.

They also share real client examples that show how the right plan can turn a long life from a financial risk into an opportunity.

What We’ll Cover:

• Why planning for a longer life expectancy changes the math on retirement income, taxes, and market risk

• How Social Security optimization works and why the decision should never be made in isolation

• What guaranteed income sources, like annuities and pensions, can do for retirement confidence (often called mitigating longevity risk)

• Why a plan for extended care matters for a family’s finances as much as for a person’s health

• How to think about accepting risk versus mitigating it when building a retirement income plan

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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 the professional experiences, including the 2008 financial crisis, advising founders and executives through major equity events, and years spent guiding pre-retirees and business owners, that shaped how they think about tax management, retirement income, and living well once the wealth is in place.

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

Find more insights on our website: https://bit.ly/4AujvWW