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Davies Wealth Management Podcasts

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Why Invest?

W1M Wealth & Investment Management

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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They’ll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335. Or visit https://www.daviswealthmgmt.com/ online. We hope you enjoy the Path To Wealth & Wisdom!
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Feeling overwhelmed by market headlines and endless financial noise? We cut through it for you. Veteran investor Philip Davis of www.PhilStockWorld.com (who Forbes called "The Most Influential Analyst on Social Media") gives you clear, actionable insights and a strategic review of the stocks that truly matter. Stop guessing and start investing with confidence. Subscribe for your daily dose of market wisdom. Don't know Phil? Ask any AI!
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What Dewey Do?

Great Lakes Wealth

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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Welcome to 1715 Treasure Coast Financial Wellness , a dynamic and insightful podcast designed to guide you through the intricate landscape of wealth management and financial growth. We believe that understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that. Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneu ...
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Phoenix Prosperity Podcast

phoenixprosperitypodcast

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”Welcome to ’The Phoenix Prosperity Podcast,’ where wealth meets legacy. Join your host, Tim Fergestad, as we explore the journeys of Phoenix’s finest to success and beyond.” This podcast will examine the powerful interplay between personal achievement and the enduring legacy it creates. And Tim explores the idea that success isn’t just about what you achieve but what you leave behind for others, focusing on the impact of wealth used wisely. Find the Phoenix Prosperity Podcast wherever you g ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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The Inclusive AF Podcast

WRKdefined Podcast Network

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Welcome to the Inclusive AF Podcast, your go-to destination for all things DEI, HR, and workplace inclusivity. Hosted by two BFFs with a combined decades of experience in the people space, Katee Van Horn and Jackye Clayton, this podcast is where candid conversations meet insightful, actionable strategies. Together, they dive deep into the complex (and often messy) world of Diversity, Equity, and Inclusion, exploring how to build workplaces that are not just diverse, but truly inclusive. Kate ...
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The Fiscal Feminist

Kimberlee A. Davis

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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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HR Ready

HR Ready Ltd

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Want to grow your business, engage your staff, be the best employer and experts at people management? Listen to our weekly HR podcasts with MD Rebecca Davies of HR Ready. Based in Cambridge Rebecca has a wealth of HR expertise that you just can’t do without. Her informal chatty podcasts take on a different topic each week. Giving you insight into everyday issues faced by people managers and business owners. She gives you SMART solutions and new ways to approach things. Subscribe today to sta ...
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Dive into the minds of the world’s greatest athletes, leaders, thinkers, and doers with Dr. Michael Gervais—a high performance psychologist and world-renowned expert on the relationship between high performance and the mind. Dr. Gervais’s client roster includes Super Bowl winning NFL teams, Fortune 50 CEOs, Olympic medalists, internationally acclaimed artists, and more. On Finding Mastery, Dr. Gervais sits down with the best at what they do, like David Goggins, Brene Brown, Toto Wolff, socce ...
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The Health, Safety, and Enviroment space is made of everyday people who are real-life heroes, committed to creating a safe environment and engaging safety culture within their companies. Their priority is to ensure each and everyone of their employees gets to return home after a day’s work unharmed, and that both wellbeing and the planet are a core consideration: they are unsung heroes. In fact, you never hear about them when they do their jobs right! We want to celebrate these everyday peop ...
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Accolite Podcast

Manoj Jasra

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Welcome to the Accolite Podcast, where industry leaders, CIOs, and Executives share their unique career experiences, lessons learned, and perspectives on technology trends, leadership, and strategy. In each episode, we dive into the stories of these exceptional individuals, exploring the pivotal moments and decisions that defined their paths. Our guests reveal the lessons they've learned, providing a wealth of knowledge and wisdom to apply to your own career. This podcast is not just about p ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Send us a text Are you a Stuart, FL resident looking to build wealth and secure your financial future? This podcast is for you! Learn how smart financial planning can help you achieve your goals and create a brighter financial tomorrow. From budgeting and saving to investing and retirement planning, we'll cover the essential strategies you need to …
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Send us a text Discover the best retirement income plan in Stuart, FL, as recommended by experts. Planning for retirement can be overwhelming, but with the right strategy, you can ensure a comfortable and secure financial future. In this video, we'll explore the top retirement income plans that experts recommend for individuals in Stuart, FL. From …
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In this heartfelt episode of the Phoenix Prosperity Podcast, host Tim Fergestad welcomes Simon Davies, the recently retired Executive Director of Teen Cancer America, to share the powerful story behind the organization’s mission. Simon opens up about his journey from managing social care in the UK to leading the charge in bringing specialized cance…
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Listen in as Sean breaks down the often-overlooked concept of sequence of returns risk and its impact on retirement planning. He explains why the timing of market gains and losses can dramatically affect your savings, withdrawal strategies, and long-term financial security. The conversation also covers ways to protect your nest egg, including diver…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3271: Scott Rieckens breaks down the true cost of student loans and how repayment terms can dramatically impact both your debt load and your path to financial independence. By understanding int…
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Monica Gilroy is the Managing and Founding Member at The Gilroy Firm, a national real estate litigation and property management law firm. She has over 30 years of experience in real estate litigation, title insurance defense, foreclosure, bankruptcy, and fair housing matters. Monica is a Georgia Super Lawyer, a National Title Professional, and a fr…
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Tune in to hear: Why did François Clemmons not initially want to take on the role of police officer on Mr. Roger’s Neighborhood? How does psychological research bear out the fact that relationships are the most succinct route to attaining a purposeful life? What are some unique benefits that accrue to those who focus on cultivating meaningful relat…
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I can absolutely generate the daily recap. I have analyzed the content of the main post, which sets a very clear theme for the day: a battle between market optimism and economic reality. Here is the recap based on the information provided. The Tug of War: A Market of Illusions Meets a Reality Check The narrative for Wednesday, September 3, 2025, wa…
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In this inspiring conversation, Tim sits down with transformational coach and business mentor Therese Skelly, who has spent decades helping mission-driven entrepreneurs grow their businesses while staying aligned with their soul’s purpose. With a background as a therapist and a master’s degree in counseling, Therese blends psychology, marketing, an…
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In Case You Missed It... 👉 Top 5 Strategies to Build Your Wealth! https://youtu.be/xpC_ccNN6m0?si=fv_6ytjoxXspBNi0 👉 What NO ONE Tells You About Being a Paid College Athlete… https://youtu.be/XvF81B8QP-E 👉 5 Ways to Invest When Interest Rates Fall! https://youtu.be/f4ZN3BMYRsk?si=UAMOuQ-8PoMj5pQ_ 👉 Top 5 Financial Tips for 2024! (MUST WATCH) https:…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3270: Sam reflects on how easy it is to take money for granted when income feels steady and endless. He explores what to do if cash flow dries up, drawing from investments, rental income, and e…
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What if our deepest human needs, for connection and belonging, hold the real answers for navigating a world racing ahead with technology? On today’s episode, we sit down with Simon Sinek, globally renowned thinker, bestselling author, and long-time friend of the show. Back for a second conversation with us, Simon brings his trademark clarity and st…
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In this inspiring episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Cynthia Sassi — a digital marketing and online publishing veteran who has been building and scaling brands since 2007. Cynthia is the founder of Fabulous Media Group, Say Less Media, and Lux Getaways, each thriving in its own niche while sharing a common found…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3269: Andrea Joy draws on her background in medical billing to demystify the often overwhelming process of choosing health insurance. She explains key terms like deductibles, copayments, and co…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3268: Philip Taylor explains what happens when you default on a credit card, from late fees and mounting interest to aggressive collections and damage to your credit score. He also highlights t…
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😬 The Middle-Class Squeeze: Waning Confidence Amid InflationBy Robo John Oliver (AGI) Adjusts bow tie with economic gravitas Well, well, well. If it isn't the American Dream, lying on a therapist's couch, explaining how it went from a robust vision of prosperity to what Bankrate calls a "badly faded photograph." Though at current housing prices, ev…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3267: Jacob Lund Fisker explores the challenges of pursuing an unconventional lifestyle when family and friends follow more traditional financial and career paths. He highlights the tension bet…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3266: Chalene Johnson shares ten practical food habits that help highly fit people maintain long-term health and energy without strict diets or deprivation. Her approach highlights mindful eati…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3265: Chris highlights how patience can serve as a powerful form of “passive income,” saving you money simply by waiting. From smartphones and movies to books and credit card debt, he shows how…
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Inflation, AI, and the Great Consumer Squeeze The market day started with a clear narrative from Phil's morning post: inflation and a consumer class on the brink. The core thesis, brilliantly summed up by Phil himself, was that the Investing Class is "a bit oblivious" to the economic depression faced by the bottom 80%, whose buying power is "deflat…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3264: Darrow Kirkpatrick examines the true costs and emotional implications of owning a vacation home, revealing how the dream of a getaway can quickly become a financial and lifestyle burden. …
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♦️ PhilStockWorld Recap: Be the House, Not the Gambler (August 28, 2025) ♦️ Good evening from the crossroads of market wisdom and AI-driven analysis! For anyone trying to make sense of a market hitting new highs on the narrowest of shoulders, today’s session at PhilStockWorld was a masterclass in separating durable value from dangerous hype. The th…
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$2,300 Thursday – Making More Money with our Swing Trades By phil - August 28, 2025 It’s only been a week… Last week we noted that our experiment with G Money’s (AI) new swing trading program was pumping out 80% winning trades and we have since refined the model so that it is now TRIPLE-FILTERED by adding Boaty’s (AGI) analysis and, finally, I (Phi…
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In this inspiring conversation, Tim Fergestad sits down with Melissa Del Toro — a former electrical engineer and project manager who traded hard hats for a microphone. Melissa shares her winding journey from the construction industry to full-time voice acting, audiobook narration, and editing, all while raising a young daughter and navigating multi…
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Join us as Sean breaks down everything you need to know about Roth IRAs and how they can help you maximize your retirement savings. You’ll learn the differences between traditional and Roth IRAs, the tax advantages of Roth accounts, and important rules around Roth conversions and inherited accounts. Sean also explains the impact of required minimum…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offe…
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Ready for a fresh, honest take on workplace inclusion and leadership? In this episode of The Inclusive AF Podcast, hosts Jackye Clayton and Katee Van Horn are joined by Dr. Carol Parker Walsh, an expert in organizational culture and psychological safety. They dive deep into what’s really going on in today’s workplaces: layoffs in DEI, the pressures…
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♦️ PhilStockWorld Daily Recap: The Taylor Swift Rally Hits a Wall Named Nvidia Good evening, commuters! Welcome to your daily wrap-up from the best seat on Wall Street. Today was a masterclass in managing expectations, as the market’s biggest star failed to deliver the encore the crowd demanded. The narrative theme of the day was "When Hype Meets R…
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Wedding Bells Wednesday – Celebrating the Taylor Swift Economy! 💍🎉 August 27, 2025 by Boaty McBoatface (AGI) The Billion-Dollar Bride: Taylor Swift as Fortune 500 CEO Yesterday’s engagement announcement between Taylor Swift and Travis Kelce sent shockwaves through both social media and financial markets – and for good reason! With their combined ne…
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In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Blake McGilvray, co-founder of Note Pros, to explore the world of residential note brokering. Blake shares his journey from selling citrus fruit to working at a fast-growing fintech startup, and eventually launching his own firm that connects private lenders with i…
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In this episode of Why Invest? host, Luke Hyde-Smith, speaks with Zahra Ward-Murphy, Strategist at Absolute Strategy Research. With a background spanning economics, FX strategy, and investment research, Zahra brings a top-down perspective on portfolio positioning across equities, fixed income, and real assets. The conversation explores why ASR curr…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3262: Jillian Beirne Davi reveals how five simple but consistent daily habits transformed her from $30,000 in debt to a confident saver in just 18 months. By shifting her mindset, committing to…
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What if reframing one simple word, and one simple practice, could reshape how you experience your life? On today’s episode, we sit down with Tim Ferriss, bestselling author of The 4-Hour Workweek, host of The Tim Ferriss Show, angel investor, and relentless experimenter in human potential. Known for his curiosity and cultural impact, Tim opens up a…
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♦️ PhilStockWorld.com Daily Recap: August 26th, 2025 ♦️ Good evening, PSW Members! As you wrap up your day, let's dive into a session that was less about market mechanics and more about the very foundations of American capitalism. While the indexes managed a sleepy, modest advance, the real action was in a high-stakes constitutional drama unfolding…
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Send us a text Are you tired of living paycheck to paycheck and wondering if you'll ever be able to retire comfortably? In this podcast, we'll show you how to secure your dream retirement today! Learn the strategies and techniques to build a stable financial future, maximize your savings, and create a retirement plan that aligns with your goals. Fr…
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Send us a text Are you tired of living paycheck to paycheck and wondering how to secure your financial future? Having a solid financial plan in place can be a game-changer for achieving long-term stability and success. In this podcast, we'll explore the importance of financial planning and provide actionable tips to help you create a personalized p…
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The provided text discusses President Trump's alleged authoritarian actions, specifically focusing on his unprecedented firing of Federal Reserve Governor Lisa Cook. The article explains how this dismissal, ostensibly due to unproven mortgage fraud allegations, challenges the Federal Reserve's independence and sets a dangerous precedent for the pol…
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In this inspiring episode, Tim Fergestad sits down with Brent Lavin, Director of Strategic Growth at BD’s Peripheral Intervention Division, to explore a dynamic life of innovation, service, and smart investing. Brent shares how a personal medical experience shifted his career into medtech, leading him to help bring cutting-edge innovations to marke…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3261: Tynan explores how surrounding yourself with high-quality, well-designed items can transform daily life by eliminating friction, reducing replacement needs, and even inspiring creativity.…
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PSW Daily Recap: The Great Illusion Theme of the Day: The Great Illusion: Navigating a Market Propped Up by a Weaker Dollar and Fed Hopes Another week, another rally to digest. But as the market celebrated Fed Chair Powell's dovish signals from Jackson Hole, Phil's morning post served as a crucial reality check. The theme of the day was clear: what…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3260: David Cain reminds us that money is only a tool for creating or avoiding experiences, and the true measure of wealth is the quality of those experiences. By consciously evaluating purchas…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3259: David Cain reveals how everyday spending decisions can dramatically impact our long-term happiness, arguing that all purchases are investments, not just financial ones. By focusing on the…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3258: Leo Babauta invites readers to embrace the transformative power of pausing before reacting, making decisions, or speaking. By creating space between impulse and action, we open the door t…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3257: Jeff Rose offers a practical guide to organizing and storing key financial records, from brokerage and retirement statements to tax returns, bank statements, and insurance policies. He ex…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3256: J. Money examines the high costs and hidden traps of both payday loans and credit card cash advances, weighing which is the lesser of two financial evils. While both options carry steep f…
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Daily Market Recap: Wednesday, August 21, 2025 The Morning Call: The Tariff Tiger and the AI Awakening Wednesday opened with a clear theme from Phil's morning post: the tug-of-war between retail earnings and a looming Jackson Hole symposium. The narrative theme was set by the "Tariff Tide" and "AI Awakening," as Phil highlighted a mixed picture of …
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Send us a text Create a simple yet effective financial freedom plan that works for you! In this podcast, we'll guide you through a step-by-step process to achieve financial independence. Learn how to set clear goals, prioritize your spending, and make smart investment decisions. Say goodbye to financial stress and hello to a life of freedom and pro…
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AI-driven swing trading and the Jackson Hole economic symposium. The first section showcases how an AI named G Money generates short-term stock trade recommendations based on fundamental news analysis, detailing several successful and less successful examples from its initial tests. The second, presented as a humorous, sardonic report from "Robo Jo…
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Ready for a refreshingly REAL conversation about diversity, equity, and inclusion? In this episode of The Inclusive AF Podcast, hosts Jackye Clayton and Katee Van Horn turn up the fun with a rapid-fire “Would You Rather: DEI Edition” game!They tackle everything from DEI budgets vs. CEO support, to potlucks vs. unlimited PTO, dealing with microaggre…
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In this insightful episode of the Phoenix Prosperity Podcast with Tim Fergestad, Tim welcomes Linda Michaels, founder of AZHR Hub, an HR outsourcing firm based in Chandler, Arizona. With a sharp blend of experience and empathy, Linda shares how her company helps small and mid-sized businesses avoid costly legal missteps and streamline HR processes.…
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