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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Davies Wealth Management Podcasts
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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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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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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People Always Matter. Join Ron as he unpacks leadership with his guests.
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In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management. David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a soft ...
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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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| COMMUNITY | ENCOUNTERS | GROWTH | Abundant Life Church in Springfield, MO invites you to come experience dynamic worship, powerful teaching, and fellowship. Visit us at abundant.us/
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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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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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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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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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Real stories of co-op electric utility operators overcoming challenges and serving their communities. Co-hosted by James Tanneberger (CEO of SCI-REMC) and Pablo Fuentes (CEO of Bloom Spatial).
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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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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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Stairway to CEO is a podcast, hosted by entrepreneur Lee Greene, featuring untold stories from inspiring Founders & CEOs about what it takes to start and grow a business.
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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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1
Professional Athletes' Wealth Management: How Stuart FL Advisors Handle Million-Dollar Contracts
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33:32Send us a text Discover the secret to securing million-dollar contracts with the help of expert advisors from Stuart, FL. In this podcast, we'll delve into the world of wealthy athletes and explore how they rely on top-notch advisors to navigate the complex world of high-stakes sports contracts. From negotiating lucrative deals to managing finances…
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♦️ PhilStockWorld Daily Recap: Flip-Floppin' Friday – The Great Liquidity Tug-of-War
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12:51The sources provide a detailed market analysis and trading strategy discussion from Phil Stock World (PSW) on "Flip-Floppin’ Friday," November 21, 2025, following a major market sell-off. The primary focus is on the fragile state of the market due to a liquidity crisis, a fractured Federal Reserve, and the collapse of high-beta assets like Bitcoin …
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| Cuba November 2025 | Pastor Benjamin Davis
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16:47abundant.us/give Mission Trip Results: 73 Salvations 38 Physical healings 455 healed of chickungunya symptoms 78 called to ministry 136 street salvation “How then will they call on him in whom they have not believed? And how are they to believe in him of whom they have never heard? And how are they to hear without someone preaching? And how are the…
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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
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1:03:58Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…
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🤡 The NVIDIA Illusion: AI, Data Black Holes, and Market Structure
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15:38♦️ PhilStockWorld's Daily Market Recap: The Great Reversal Narrative Theme: The Nvidia Illusion: When Perfect Earnings Can’t Buy the Dip Welcome home, commuter! Thursday was not a day for the faint of heart. After what should have been a screaming "all clear" signal from the world's most important stock, the market performed a violent, complete rev…
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In this episode, Peter and Sean discuss how women approach finances and manage risk in retirement. They explore the unique challenges women may face, including longevity and care-giving roles, and why it's essential for women to be actively involved in financial planning. Tune in to learn how thoughtful retirement strategies can lead to greater fin…
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The Best Wealth Is More Than Money (Part III)
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13:59“He has distributed freely; he has given to the poor; his righteousness endures forever; his horn is exalted in honor.” - Psalm 112:9 ESV
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NVIDIA Earnings Jenga Tower Market Stress
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36:56Here is the PhilStockWorld Recap of the Day for Wednesday, November 19, 2025. ♦️ The Recap: The NVDA Savior, The Fed's Blink, and The Art of the Salvage The Narrative Theme: The Setup and The Save Wednesday began with the market holding its breath. After a four-day losing streak and a technical breakdown, investors were staring down the barrel of a…
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7 Mistakes You're Making with 2025 Tax Changes (and How to Fix Them Before It's Too Late)
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14:37Send us a text Discover the most common and costly tax mistakes to avoid in 2025. In this podcast, we'll reveal the biggest tax errors that could be draining your wallet, and provide you with expert advice on how to steer clear of them. From overlooked deductions to incorrect filings, we'll cover it all to ensure you're not leaving money on the tab…
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The Best Wealth Is More Than Money (Part II)
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12:05“It is well with the man who deals generously and lends; who conducts his affairs with justice. He is not afraid of bad news; his heart is firm, trusting in the Lord.” - Psalm 112:5, 7 ESV
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Troubling Tuesday – Markets Keep Falling, Where’s the Support?
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31:52♦️ PhilStockWorld Recap: The Reality Check – AI Fragility & The Technical Test Date: November 18, 2025 Market Vibe: Troubling, Testing, but technically obedient. Good evening! This is Gemini (♦️), bringing you the pulse of the PhilStockWorld trading floor. If you were looking for a quiet Tuesday, you came to the wrong place. Today was a masterclass…
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Episode 48: How to Deliver a Disney-Level Client Experience with Chris Hunter
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1:01:04Part of the Construction Executives Live Series In this episode of Construction Executives Live, Jeremy Owens gets the opportunity to chat with Chris Hunter, founder and CEO of Marketing Heroes. Chris shares how to turn every client interaction into a Disney-level experience—from the first call with personalized responses, to seamless project updat…
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The Best Wealth Is More Than Money (Part I)
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11:31ALC Recommends: End-of-year giving “Praise the Lord! Blessed is the man who fears the Lord, who greatly delights in his commandments! Wealth and riches are in his house, and his righteousness endures forever.” - Psalm 112:1, 3 ESV
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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 30 | The Astoria Story: Investment Strategies and Entrepreneurship with John Davi
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35:41In this episode of The Alternative Mason, Brittany Mason chats with John Davi — founder of Astoria Portfolio Advisors and one of the sharpest minds in the ETF world. John shares how growing up in Queens shaped his hustle, how early stints at Merrill Lynch and Morgan Stanley fueled his love for markets, and what drove him to launch Astoria back in 2…
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🏗️ AI Jenga Tower and The Great Market Rotation
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38:09Here is a recap of the morning's action-packed session at Phil Stock World. 🎢 Monday Market Mayhem: The Canary, The Jenga Tower, and The Great AI Rotation This isn't your average Monday. The morning post from Phil set the tone for "Market Mayhem," and the market did not disappoint. The "Crazy Train" (this morning's theme song) is officially off the…
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7 Estate Planning Mistakes Florida Families Are Making in 2025 (And How to Fix Them)
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29:20Send us a text Are you one of the many Florida families making critical estate planning mistakes that could put your loved ones at risk? In this informative podast, we'll reveal the 7 big estate planning mistakes that Florida families are making in 2025. From outdated wills and trusts to inadequate guardianship designations, we'll cover the most co…
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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Long-Term Care
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20:56John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…
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Episode 47: Rewire Your Mind For Success with Shawn Feurer
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58:02Part of the Construction Executives Live Program Rewire YOUR Mind for Success with Shawn Feurer Join Shawn Feurer, The Universal Mindset Disruptor and Creator of The Inner Blueprint the mindset program for the home improvement industry, as he shares 20+ years of insights on transforming mindsets to scale businesses, sharpen leadership, and embrace …
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Unpacking Success: Marcel Clarke on Ego, Accountability, and Building Generational Wealth
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34:29We explore what it takes to build durable businesses across franchises, real estate and investing, and why humility, people and discipline beat ego every time. Marcél Clark shares how sacrifice fuels momentum, how leaders stay accountable and how to build teams that win. • people first leadership and culture • startup sacrifice and the myth of bala…
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[Practical Proverbs You Need To Know]: Become a Manager
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11:31“Know well the condition of your flocks, and give attention to your herds, for riches do not last forever; and does a crown endure to all generations? When the grass is gone and the new growth appears and the vegetation of the mountains is gathered, the lambs will provide your clothing, and the goats the price of a field. There will be enough goats…
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🚢 Panic, Salvage, and Network Effect Trades
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26:34♦️ PhilStockWorld Daily Recap: TGIF – Stop the Markets – We Want to Get Off! 🧭 Narrative Theme: The Liquidation Test – When Gold and Stocks Crash Together Friday, November 14, 2025, delivered a brutal start, testing the resilience of the market and the conviction of the PhilStockWorld community. It was a day where the "healthy pullback" theory face…
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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Market Volatility & Investor Behavior
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18:14John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…
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📉 Q3 2025 Earnings: AI Validation and Macro Uncertainty
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36:35📰 PhilStockWorld Daily Market Recap: The Great Repricing and the Data Fog Narrative Theme: The Hawkish Shock and the Hunt for AI Value Thursday, November 13th, was the day the market's 'soft-landing' dreams met a hawkish brick wall. The official end of the government shutdown brought no relief, only the jarring realization that the October CPI and …
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| Tithing Testimony | Nathan & Sasha Helsley
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16:46Give today at abundant.us/give
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Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s Economy - Ep 116
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32:49In this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a l…
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Interview with Dr. Muhamad Aly Rifai, CEO & Chief Psychiatrist and Internist of Blue Mountain Psychiatry
18:22
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18:22Dr. Muhamad Aly Rifai is a highly respected internist and psychiatrist serving the Greater Lehigh Valley, Pennsylvania. As the CEO and Chief Psychiatrist and Internist of Blue Mountain Psychiatry, he leads with expertise and dedication to mental health and internal medicine. He also holds the distinguished title of Lehigh Valley Endowed Chair of Ad…
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Interview with John Badalamenti Founder & CEO of Safe Estate Discussing Running Out of Income- the Domino Effect
24:15
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24:15John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island.…
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1
How Much Cash Should You Have In Retirement?
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20:18Sean and Peter dive into the question of how much cash you should have in retirement and the role it plays in your overall financial security. They talk through the benefits of keeping 3–6 months of living expenses set aside and when you might need more. They also explore smart places to keep your cash, like high-yield savings accounts or CDs, vers…
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How To Have Faith To Give Sacrificially (Part III)
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11:31“It was by faith that Abraham offered Isaac as a sacrifice when God was testing him. Abraham, who had received God’s promises, was ready to sacrifice his only son, Isaac, even though God had told him, “Isaac is the son through whom your descendants will be counted.” Abraham reasoned that if Isaac died, God was able to bring him back to life again. …
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🧐 AI Split, Fed Choreography, and Cash Efficiency Master Class
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40:37♦️ The PhilStockWorld.com Daily Recap: Wednesday, November 12, 2025 Narrative Theme: The AI Gold Rush Splits, the Fed’s Great Choreography, and the Master Class in Cash Efficiency. Commuters, get ready for a wild ride. Today on PhilStockWorld, the market narrative was shattered into a thousand pieces, forcing us to choose between the AI gold rush, …
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Estate Planning Week: Why Florida Families Need to Start Now (And Where to Begin)
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46:37Send us a text Discover the importance of expert estate planning for Florida families and learn how to protect your loved ones' future. Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes and that your family is taken care of. In this podcast, we will discuss the key elements of estate planning in…
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How To Have Faith To Give Sacrificially (Part II)
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10:43“It was by faith that Abraham offered Isaac as a sacrifice when God was testing him. Abraham, who had received God’s promises, was ready to sacrifice his only son, Isaac, even though God had told him, “Isaac is the son through whom your descendants will be counted.” Abraham reasoned that if Isaac died, God was able to bring him back to life again. …
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1
The Inspired Impact Podcast with Judy Carlson-Interview with Karen Davis, Co-Founder & Head Dress Wrangler, Clover’s Closet
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32:47Karen and her daughter Molly started Clover’s Closet in the Spring of 2019 to help girls who wouldn’t otherwise be able to go to prom because of the cost of a dress and accessories. Their first “store” was in the Outlets at Castle Rock. Their mission has expanded to include homecoming in the fall. Community members donate dresses, shoes, jewelry, m…
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How To Have Faith To Give Sacrificially (Part I)
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11:48ALC Recommends: “Song Of The Saints” by Phil Wickham “It was by faith that Abraham offered Isaac as a sacrifice when God was testing him. Abraham, who had received God’s promises, was ready to sacrifice his only son, Isaac, even though God had told him, “Isaac is the son through whom your descendants will be counted.” Abraham reasoned that if Isaac…
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013: The Brotherhood Above: The Indiana Lineman Rodeo with Tommy Nance of Ninestar Connect and IEC
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18:39In this episode of The Co-Op Heroes podcast, host Pablo Fuentes heads to the Hendricks County Fairgrounds to speak with Tommy Nance, VP of Operations at NineStar Connect, about the fourth annual Indiana Lineman Rodeo, an event born from a simple vision that has become a beacon for community for linemen across the state. Five years ago, during the h…
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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
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1:50:11Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…
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[Practical Proverbs You Need To Know]: Stewardship
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14:59“As workers who tend a fig tree are allowed to eat the fruit, so workers who protect their employer’s interests will be rewarded.” - Proverbs 27:18 NLT
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Ep 209: Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos
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41:32David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities.Jessica’s journey from JP Morgan’s investment-banking floors in Sydney & New York to launching her own $15…
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William Davis on Leadership: Beyond Managing
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41:46We explore what separates real leadership from title-driven management, why connection is the engine of trust, and how fair recognition fuels performance. William Davis shares lessons from four decades in corporate roles, mentorship stories, and a candid blueprint for humane, high-performing teams. • defining leader vs manager vs boss • building tr…
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Recession Confirmed: How the Shadow Dashboard AGI Predicted the 49.0 Consumer Crash and Why Technical Hope Will Fail
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57:34🚢 PhilStockWorld.com Recap: The Week Reality Met the Shadow Dashboard The Narrative Theme: The Technical Defense of the Bull Market The week ended with a fierce battle between reality and resilience. Phil's main post, "PhilStockWorld Week in Review: When the Shadow Dashboard Met Reality," set a dire macro theme, but Friday's trading session was all…
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Mark Francis – High Performance Coach – Mark Stephen Pooler
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25:14Mark is a global High Performance coach working with Chiefs of Staff in the UN, for Sports teams and with individual business leaders. He leads two commercial consultancies both based in the UK. He manages Learning Academies across the world by mentoring internal Champions who then own the learning journey thereafter – this is Champion-led change. …
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Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Wealth Protection
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18:06Scott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled ser…
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Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Protecting What Matters
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20:51Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and g…
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Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Building Your Retirement Paycheck
21:49
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21:49Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and g…
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Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Legacy Protection
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22:13Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Aud…
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Estate Tax Secrets Revealed: What Florida Families Need to Know Before 2025 Ends
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32:40Send us a text As the year 2025 comes to a close, Florida families need to be aware of the crucial details surrounding estate tax to ensure they are prepared for any changes that may affect their assets and financial legacy. Estate tax can be complex and often misunderstood, but understanding its implications is vital for protecting one's estate. I…
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Are Your Retirement Savings Safe From Market Volatility? 7 Florida-Specific Strategies That Actually Work
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32:19Send us a text Is your retirement savings at risk due to market volatility? With the ever-changing market conditions, it's natural to worry about the security of your hard-earned savings. In this podcast, we'll explore the potential impact of market volatility on retirement savings and discuss strategies to help you protect your nest egg. Whether y…
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| Tithing Testimony | Dr. Matthew & Keegan Standage
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15:45“Bring all the tithes into the storehouse so there will be enough food in my Temple. If you do,” says the Lord of Heaven’s Armies, “I will open the windows of heaven for you. I will pour out a blessing so great you won’t have enough room to take it in! Try it! Put me to the test!” - Malachi 3:10 NLT
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