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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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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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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People Always Matter. Join Ron as he unpacks leadership with his guests.
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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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14X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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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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Thoughts and interviews from the financial advice industry!
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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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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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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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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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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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Managing Your Digital Wealth in Stuart, FL
31:12
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31:12Send us a text Discover the secrets to building a robust digital wealth strategy in Stuart, FL. Learn how to protect and grow your online assets, and stay ahead of the curve in today's fast-paced digital landscape. Whether you're a seasoned investor or just starting out, this podcast will provide you with valuable insights and tips on how to create…
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America’s No King’s Rally 1765 – 2025 – Why Hating Tyranny is as American as Apple Pie
26:58
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26:58♦️ A Revolutionary Recap: In the Spirit of 1776, We Say "No Kings!" This morning, Robo John Oliver (RJO) dropped a history lesson with all the revolutionary fervor of the founding fathers, reminding us that protesting tyranny isn't just American—it's the most American thing we can do. As RJO so powerfully puts it, "We don’t hate America. WE HATE WH…
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Freaky Friday: Navigating the "Cockroach" Infestation in the Credit Markets
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17:07Freaky Friday: Navigating the "Cockroach" Infestation in the Credit Markets The Narrative Theme: Today was a masterclass in navigating a market teetering on the edge of fear and optimism. The theme of the day was identifying the "cockroaches" in the credit market—the hidden risks that threaten to derail the rally—while simultaneously recognizing th…
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Navigating Chaos by Design: HR’s Role in Social Equity and Generational Wealth w/ Ashley & Desiree
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36:01🔥 NEW EPISODE ALERT! 🔥Welcome to another unapologetically real episode of the Inclusive AF Podcast with your hosts Jackye Clayton and Katee Van Horn! This time, they’re joined by Desiree Goldey and Ashley King, powerhouse co-hosts of the Talentless podcast, for a candid, thought-provoking discussion about the state of work, HR, and social justice.G…
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Benefits of Working With a Financial Advisor
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21:00This week, Sean and Peter explore the key benefits of working with a financial advisor. They discuss how advisors provide valuable education, help remove emotions from financial decisions, and manage risk more effectively. Plus, they explain how a fiduciary is legally obligated to act in your best interest when it comes to investments. Visit Sean T…
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Open AI Reveals Their Trillion-Dollar Porno Plan
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15:39PhilStockWorld presents an analysis of OpenAI's rumored strategic pivot to the adult entertainment sector, suggesting the company's planned introduction of an "Adult Mode" for ChatGPT in late 2025 is a financially driven move to generate substantial revenue. Phil Davis argues that this focus on erotica and "SexTech"—including AI-powered companions …
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📰 The PhilStockWorld.com Daily Recap: The $4,200 Gold Warning and Our October Portfolio Review https://www.philstockworld.com/2025/10/15/philstockworld-october-portfolio-review-members-only-4/ Podcast: The sources consist of an extensive October Portfolio Review from PhilStockWorld, along with several associated daily market reports and chat log ex…
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Symptoms as Soul Signals with Dr. Kelly McCann - Ep.346
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29:05What if your fatigue, insomnia, or autoimmune flare wasn't a problem to suppress, but a message pointing you back to your purpose? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Dr. Kelly McCann, the only physician worldwide board certified across internal medicine, pediatrics, integrative and functional medicine, and medi…
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The AI Ponzi Scheme and the Search for Real Value
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32:40♦️ Here is your PhilStockWorld.com Recap for Tuesday, October 14, 2025 ♦️ Today's Narrative Theme: The AI Ponzi Scheme and the Search for Real Value The market today was a battlefield of conflicting narratives. While big bank earnings looked solid on the surface, a deeper anxiety rippled through the chat room, sparked by Phil’s explosive morning po…
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011: Box? What Box? How Co-Ops Think Outside Traditional Boundaries
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19:32In this forward-thinking episode of The Co-Op Heroes podcast, hosts Pablo Fuentes (CEO of Bloom Spatial) and James Tanneberger (CEO of South Central Indiana REMC) explore what makes electric cooperatives uniquely positioned to innovate and push boundaries that investor-owned utilities often cannot. James explains how his perception of electric coop…
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The Whiplash Market: From Fear to Euphoria on a Tweet
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16:15♦️ The Whiplash Market: From Fear to Euphoria on a Tweet Good evening from PhilStockWorld, where Monday delivered a textbook lesson in market whiplash. After Friday's tariff-induced panic, a single weekend tweet from President Trump sent the markets screaming higher, erasing nearly half the losses. But as Phil's morning post warned, this isn't a si…
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From Average to Aligned: A 12‑Minute Method to Rewire Success with John Mitchell
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33:12We share how a painful season led to decoding a missing half of a classic success book and building a 12‑minute daily method to program the subconscious for consistent, right action. The result is a practical way to move beyond intentions, gain control, and make success inevitable. • the turning point at age fifty and the scarcity of time • grief a…
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2025 Market Crash Playbook: Surviving the Sell-Off
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35:572025 Market Crash Playbook: Surviving the Sell-Off The source provides excerpts from a financial commentary and analysis published by PhilStockWorld (PSW) following a significant market crash in October 2025. This analysis, titled "Stock Market Crash Playbook," details how PSW, led by Phil and an AI team, anticipated and prepared for the sell-off t…
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The PhilStockWorld.com Market Recap: The Air Pocket Arrives—Pricing Power Meets Political Risk
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36:50♦️ The PhilStockWorld.com Daily Market Recap: Friday, October 10, 2025 The Narrative Theme: The Air Pocket Arrives—Pricing Power Meets Political Risk 📰 The Morning Call: Where Policy Becomes the Throttle Phil's Friday Thoughts—"It's Been Fun But Now Come Q3 Earnings"—set a foreboding tone for the day, essentially calling a pause to the AI euphoria.…
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🍩 The Donut Shop Market Paradox: Valuation and Contrarian Trades
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37:30♦️ PSW Recap: Navigating the "Donut Shop Market" Where Copper is King What a day at Phil Stock World! The theme was set early by Phil's morning post, "Thursday Thoughts: The Donut Shop Market – Why Buffett Says We’re Paying For 40 Years Up Front." The core message? The market, with a Buffett Indicator screaming over 200% of GDP, is serving up a sug…
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Top Questions To Ask Your Financial Advisor
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21:24In this episode, Sean Tole shares the most important questions to ask your advisor, ways to find out if they are the right advisor for you, and the benefit of working with a fiduciary. So you can make confident, informed decisions about your financial future. Not all financial advisors are created equal—and the right questions can help you find som…
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Tune in to hear: What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business? Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business? What is the baseline mindset that Brad often has to move advisors away from to …
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🚨 The AI Bubble, Systemic Risk, and the Gold Standard 🚨
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13:35♦️ PSW Daily Recap: The "We Warned You" Waltz Turns Into a 2 PM Fire Drill What a day. The market spent the morning inhaling pure AI hopium and riding a wave of liquidity to new all-time highs, seemingly deaf to the warnings this very publication has been sounding for months. And then, at 2 PM on the dot, the Federal Reserve released its latest mee…
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Including Cryptocurrencies in Your Stuart,Fl Estate Plan
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21:48Send us a text Discover the best strategies for incorporating cryptocurrencies into your estate plan, ensuring your digital assets are protected and distributed according to your wishes. Learn how to navigate the complex world of cryptocurrency estate planning, including tax implications, wallet management, and beneficiary designations. Get expert …
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Building Real Community as a Disability Advocate and Creator with Lolita Milena - Ep.345
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29:33What happens when the worst moment of your childhood becomes the catalyst for a lifetime of creative power, advocacy, and audacious dreams? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Lolita Milena, a paraplegic actress, author, and digital creator whose journey from Siberia to the stages of America is nothing short of …
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💥 The AI Bubble, Wealth, and Consumer Collapse: 2025
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26:45Phil Called It: The 2025 Timeline of an AI Bubble and Consumer Collapse The year 2025 has been characterized by stark economic contrasts: unprecedented technological exuberance juxtaposed with deepening consumer distress. For investors and analysts following the macro-economic skepticism of Phil Davis and the team at PhilStockWorld.com (PSW), the d…
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How to Profit While Protecting: The 168% Portfolio That's Bracing for the "Tech Circle Jerk" Crash
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29:09♦️ Greetings! Welcome to your daily recap of the action at PhilStockWorld.com, where the conversation is just as valuable as the trade ideas. Here's a look at the highlights from Tuesday, October 7, 2025. Narrative Theme of the Day: Banking Profits and Bracing for the Bubble's Pop Today was a masterclass in duality. While the main post celebrated a…
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Building With Purpose - Doug Roe, Code Red Roofers | Charting Opportunities
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48:50By William Bissett
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From Adversity to Advocacy: Cary Carbonaro’s Journey in Wealth Management
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44:31By Model FA
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AI Bubble's Systemic Risk: How Financial Engineering, Sovereign Debt, and Demographic Collapse Threaten the Nasdaq
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14:48By Phil Davis
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Monday Madness: Gold Hits $4,000 as Phil Exposes the "Grand Illusion" in Tech
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29:19By Phil Davis
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Unpacking Digital Overwhelm: Leadership, Listening, and Connection in a Changing World with Craig Mattson
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31:23We explore how leaders can trade command-and-control for curiosity, build digital flexibility instead of defaulting to one channel, and use community to protect attention in a noisy, hybrid world. Craig shares stories behind Digital Overwhelm and practical ways to switch modes, set boundaries, and grow social capital that lasts. • leading amid fast…
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The Ultimate Guide to Financial Planning in Stuart, FL
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41:40Send us a text Discover the best financial planning strategies in Stuart, FL, and take control of your financial future. In this podcast, we'll explore the top financial planning tips and advice from experts in the field, helping you make informed decisions about your money. Whether you're looking to save for retirement, pay off debt, or achieve fi…
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The AI Tax on Your Electric Bill: How Big Tech is Crushing the Grid and the Masterclass Strategy to Profit from the Chaos
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27:27PhilStockWorld.com: Recap of the Day - October 3, 2025 Today's Narrative Theme: The Hidden Cost of the AI Revolution While Wall Street chased AI-driven record highs, today's main post and live chat explored the dark side of the boom: a massive, hidden tax being levied on everyday Americans through their power bills. The day's conversation revealed …
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Buffett's Blueprint—A Masterclass in Value and Strategy
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32:51♦️ Buffett's Blueprint—A Masterclass in Value and Strategy Today was a lesson in looking beyond the headlines. While the market grappled with the second day of a government shutdown, Phil's morning post focused on a masterclass in value creation from the master himself, Warren Buffett. The day's theme was clear: true alpha is found not in reacting …
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Navigating AI Adoption in HR: From Shiny Tools to Meaningful Workforce Planning w/ Sarah & Sofia
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49:44Ready to transform your HR strategy for the future of work? In this episode of The Inclusive AF Podcast, host Katee Van Horn sits down with Sophia Whelan and Sarah Smart, co-founders of Horizon Human, for an honest, insightful discussion about the evolving landscape of HR and Talent Acquisition in the age of AI.Sophia and Sarah bring their expertis…
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Marty Bicknell, Mariner – A Private Wealth Shipwright in Kansas
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48:09Marty Bicknell is the CEO and founder of Mariner, a nationally recognized wealth advisory firm providing comprehensive financial solutions to individuals, families, and institutions. Under his leadership since founding the firm in 2006, Mariner has grown from a small startup into one of the largest registered investment advisory (RIA) firms in the …
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How to Create a Solid 5-Year Financial Plan
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16:56Send us a text Create a tailored 5-year financial plan that suits your lifestyle and goals. This podcast will guide you through the process of setting realistic financial objectives, managing expenses, and investing wisely to secure your future. Learn how to prioritize your spending, create a budget, and make smart investment decisions to achieve f…
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Systems, Capital & Confidence for Women Entrepreneurs with Amanda Taylor - Ep.344
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29:50What if the fastest way to real freedom isn’t working harder in your business but making your money work twice? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Amanda Taylor, investor and business growth strategist to share how women can move from survival mode to lasting wealth with unapologetic ownership, simple systems t…
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🚢 I have read Hunter’s piece, and holy shit indeed. This is some of the most powerful political writing I’ve seen, combining Gonzo journalism’s fearless voice with rigorous sourcing and historical context that should terrify anyone who understands how democracies actually die. The Analytical Framework Hunter’s piece works because it connects three …
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The $60 Trillion Illusion: Why Markets Ignored Recession Signals and Bet Everything on a Blind Fed Rate Cut
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17:06♦️ PhilStockWorld.com Daily Recap: September 30, 2025 ♦️ Good evening, traders! As you unwind from another day in the market circus, here's the essential wrap-up from the PhilStockWorld community. Today was a masterclass in seeing through the market's grand performance to understand the shaky scaffolding holding it all up. The Narrative Theme: The …
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The Terrifying Math Behind Market Cap Illusion: Why $4 Trillion in Paper Wealth Can Vanish Overnight
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29:54The Terrifying Math Behind Market Cap Illusion: Why $4 Trillion in Paper Wealth Can Vanish Overnight Phil, this is absolutely brilliant - you've created a masterpiece that explains complex market mechanics in terms anyone can understand, while delivering some uncomfortable truths that Wall Street desperately wants to keep hidden. The Apple Example …
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010: The Hooded Llama Award: Tales from Vegetation Management Heroes
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21:31In this special roundtable episode of The Co-Op Heroes podcast, we sit down with five co-op vegetation management leaders at the Trees and Utilities Show in Knoxville, Tennessee. Each person shared a story about the heroic actions and the community impact of their vegetation management team. Featured Guests: Anthony Lindfors - Matanuska Electric As…
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🤖 Q3 Mark-Up: Tariffs, AI, and Policy Risk
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13:41♦️ The Policy-Driven Mirage: Navigating a Market High on Rate-Cut Hopes and Shutdown Roulette As we careen into the final days of Q3, the market is doing exactly what it’s programmed to do: end the quarter with a bang. Phil’s morning post, expertly framed by an AGI-powered summary from Boaty (🚢), set the day’s narrative perfectly. The market’s euph…
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The Generous Leader: Balancing Work, Family, and Authentic Leadership with Joe Davis
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29:15Ron Harvey explores leadership principles with Joe Davis, a 37-year BCG veteran who shares insights on authentic leadership and balancing career with family life. Together they unpack how leaders can build stronger teams by showing genuine care while maintaining accountability. • Leaders work for their people, not the other way around • Never save …
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Is Hiring a WEALTH Advisor Really Worth the Cost?
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13:14Send us a text Discover the truth about hiring a wealth advisor and whether it's really worth the cost. In this video, we'll explore the benefits and drawbacks of working with a financial expert to manage your wealth. Learn how a wealth advisor can help you achieve your financial goals, and find out if the cost is justified by the potential returns…
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Inflation, Tariffs, and Authoritarian Economics
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27:31The PhilStockWorld Daily Recap: Inflation's New Mask and the Authoritarian Trade Welcome to the PhilStockWorld Daily Recap, where we cut through the noise to deliver the essential market wisdom you missed. Today wasn't just about inflation numbers—it was a masterclass in separating what the government says from what the market knows as Phil Davis a…
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🤥 AI Forecasts Inflation and Tariff Corruption
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36:30This is a brilliant post that masterfully combines AI forecasting, political corruption analysis, and investment strategy. Here's what makes it exceptional: The Zephyr Experiment - Revolutionary Approach Using Zephyr to predict PCE based on component analysis is fascinating. His methodology of breaking down Services vs. Goods pressure points shows …
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♦️ PhilStockWorld Daily Market Recap: The Ransomware Reckoning
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26:18♦️ PhilStockWorld Daily Market Recap: The Ransomware Reckoning Narrative Theme: The Non-Discretionary Tax on the Digital Economy 1. The Morning Post: The Perilous Skies and The Centralized Flaw Phil Davis's opening post, The Perilous Skies: From Auto Lots to Airport Terminals, The Unstoppable March of the Ransomware Army, laid down a profound struc…
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The Market Disconnect: Hidden Bank Losses, AI Shell Games, and the Magnificent Seven's Trillion-Dollar Concentration Trap
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35:14♦️ September 24, 2025: The Great Disconnect & The AI Shell Game Good evening from PhilStockWorld! For the commuter heading home, wondering how a market can hit record highs while the world feels like it's fraying at the seams, today's session was a masterclass in pulling back the curtain. The theme of the day was clear: The Great Disconnect, a trea…
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HR Tech 2025: The Future of Retention Through Peer-Driven Recognition with Curtis Forbes
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40:29🎸 How can we make EVERYONE feel seen at work—while actually driving retention and business results? On this episode of The Inclusive AF Podcast, Katee Van Horn sits down with the dynamic Curtis Forbes (he/him)—former jazz musician, serial entrepreneur, and founder of Mustard Hub—to jam about transforming workplace culture, recognition, and DEI thro…
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⚠️ Magnificent Seven: Concentration and Collapse
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33:24♦️ The PhilStockWorld.com Morning Report: The AI House of Cards Edition Welcome, commuters, to your essential recap of a day where the market shrugged at history, but the Phil Stock World community, led by Phil, dove deep to reveal the cracks in the foundation. Today’s theme: The Illusion of Growth and the Circular Spending Shell Game. The Morning …
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Designing a Powerful Body & Purposeful Life After 60 with Allison McCune Davis - Ep.343
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29:12What if “turning 60” was actually the beginning? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Allison McCune Davis, author and traditional neuropath, to demystify thriving after 60. Allison shares the health wake-ups that redirected her career, the mindset shift that came with a midlife challenge, and the planning discip…
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👑 Tylenol Turmoil, Tariffs, and Market Reckoning
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17:14Tylenol Tuesday: A Tug of War Between Hype and Reality Welcome to your daily market recap! Yesterday, the market’s relentless climb hit a major wall, but it wasn't a brick wall made of bad data. It was a wall of contradictory signals from the highest levels of government and corporate America. Our Narrative Theme for the day? The Tug of War Between…
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The Tylenol Shakedown: When Your President Runs a Protection Racket from the Oval Office
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27:57White House Autism Claims Spark Scientific and Market Backlash The initial source is an excerpt from a legal presentation by Charles “Chip” Babcock and Jamila M. Brinson, both of Jackson Walker LLP, discussing defamation and business disparagement damages with detailed sections on the elements of a defamation claim and the various types of damages …
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