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Davies Wealth Management Podcasts

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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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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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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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ALC Daily Podcast

Abundant Life Church

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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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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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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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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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Accolite Podcast

Bounteous x Accolite

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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

Lee Greene

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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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Send 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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The 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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abundant.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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Today’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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♦️ 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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Here 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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Send 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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♦️ 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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Part 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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In 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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Here 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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Send 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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John 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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Part 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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We 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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“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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♦️ 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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John 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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📰 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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In 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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Dr. 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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John 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.…
  continue reading
 
Sean 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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“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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♦️ 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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Send 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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“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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Karen 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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ALC 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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In 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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Today’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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David 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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We 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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🚢 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 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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Scott 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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Michelle 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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Michelle 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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Nefertarei 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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Send 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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Send 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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