Best Davies Wealth Management Podcasts (2025)

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The Ultimate Guide to Choosing Your Ideal Retirement Destination 36:45

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4d ago36:45

36:45

Send us a text Are you tired of living paycheck to paycheck and dreaming of a life of freedom and luxury in your dream destination? Imagine waking up every morning in a beautiful villa overlooking the ocean, with the freedom to do whatever you want, whenever you want. In this podcast, we'll explore the possibilities of retiring like a king in your …

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Peter Davies: Partner & Head of Developed Markets Strategy at Lansdowne Partners 52:06

4d ago52:06

52:06

In this episode, Luke Hyde-Smith speaks with Peter Davies, Partner & Head of Developed Markets Strategy at Lansdowne Partners. Peter reflects on his investment journey, sharing how his experience has shaped his current global long-only approach. Peter outlines the core themes driving Lansdowne’s Developed Markets Strategy and highlights undervalued…

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Dr. Daniel Crosby - Your Story Needs a Villain 9:49

5d ago9:49

9:49

Tune in to hear: What are anti-goals and why are they often just as, if not more, powerful than goals? What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain? Why do humans have asymmetrical risk preferences and what does this reveal about human nature? What did famous investor Charlie Mun…

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Why Professional Athletes Need Specialized Financial Planning 29:53

5d ago29:53

29:53

Send us a text Are you a professional athlete looking to secure your financial future? With the high stakes of professional sports, it's crucial to protect your hard-earned fortune from financial predators and mismanagement. In this podcast, we'll explore the importance of athletes taking control of their finances and making smart investment decisi…

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Protecting Your Digital Wealth from Cyber Threats [Guide] 32:47

5d ago32:47

32:47

Send us a text Protect your online assets from cyber threats! Learn how to safeguard your digital fortune from hackers and stay one step ahead of online fraudsters. In this podcast, we'll reveal the most effective strategies to secure your online presence, prevent identity theft, and avoid financial losses. From password management to two-factor au…

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Building Long-Term Wealth Through Turnkey Real Estate Investing With Lindsay Davis 56:41

6d ago56:41

56:41

Lindsay Davis is the CEO of Spartan Invest, a full-service real estate investment firm specializing in turnkey rental properties across Alabama, Tennessee, and Georgia. Under her leadership, Spartan Invest has been named to the Inc. 5000 list of Fastest-Growing Companies for eight consecutive years since 2013. She has co-founded multiple companies …

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Replay: Unlocking the Power of Aesthetics and Ambition: Sarah Wild's Inspiring Journey 42:01

13d ago42:01

42:01

Send us a text "I'm in the investment stage of my life... I want more kids. I always tell women, like, want it all and do it all. Don't let anyone put you in a box." Welcome back to another episode of Investing RN! Get ready to dive into our first interview with the amazing Sarah Wild. She's not just a CRNA (Certified Registered Nurse Anesthetist),…

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The Secrets Ultra-Wealthy Investors Use To Build Legacy Wealth With Mark Miller 31:33

13d ago31:33

31:33

Mark Miller is the President and CEO of Hilton Tax & Wealth Advisors, a boutique firm specializing in advanced tax mitigation and holistic wealth planning for high-net-worth individuals, business owners, and professionals. With over 30 years of experience, he has helped clients save $100 million in taxes and grow their wealth by over $200 million. …

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Designing Your Dream Retirement Lifestyle Without Compromise 41:09

14d ago41:09

41:09

Send us a text Are you tired of living paycheck to paycheck and dreaming of a stress-free retirement? Create your dream retirement lifestyle NOW and start living the life you've always wanted! In this podcast we'll show you how to take control of your finances, pursue your passions, and build a fulfilling life that aligns with your values. Whether …

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Robotics In The Workforce - Andrew Ashur, Lucid Bots | Charting Opportunities 48:33

16d ago48:33

48:33

In this episode of Portus Wealth Advisors' Charting Opportunities, Andrew Ashur, founder of Lucid Bots, shares groundbreaking insights into the evolving role of robotics and AI in the modern workforce. He discusses how Lucid Bots is leveraging advanced technology to address critical labor shortages in industries like construction and cleaning, focu…

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Chaotic Mobile Home Delivery, LLC Nightmare & Juggling Nursing + Entrepreneurship 33:28

20d ago33:28

33:28

Send us a text In this episode of the Investing RN Podcast, hosts Joshua Condado and Colin Davis dive into the chaos of real estate investing while still clocking into their hospital shifts. From a surprise mobile home delivery with no slab, to $5,000 LLC penalties, to figuring out TikTok (kind of), this is a real look at building a business withou…

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The Rent to Retirement Formula: Investing in Any Market Cycle With Confidence With Zach Lemaster 31:08

20d ago31:08

31:08

Zach Lemaster is the Founder and CEO of Rent to Retirement, a leading turnkey real estate investment company that helps clients build passive income through fully managed rental properties across the US. A former US Air Force Captain, Zach began investing in real estate while serving in the military, eventually transitioning to full-time investing.…

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RE-AIR: How Two Nurses Left the Hospital for Real Estate & Freedom 34:42

27d ago34:42

34:42

Send us a text 💥 THIS was Episode 2 of Investing RN… and WOW. What a throwback. Back when our voice was shaky, our pod game was rookie, and our dreams were even bigger than our portfolios. But hey — everyone starts somewhere. 😅 Join Colin Davis and Joshua Condado in this re-aired OG episode as they share their raw, unfiltered stories from bedside b…

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Using the All-In-One Loan Strategy To Pay off Properties in Half the Time With Miles Thompson 38:51

27d ago38:51

38:51

Miles Thompson is the Founder of Miles Home Loans, a company that simplifies the mortgage process for clients seeking to buy, refinance, or invest in real estate. With over 20 years of experience in sales and marketing, he offers personalized loan solutions and expert coaching to help clients build wealth through real estate. Miles is passionate ab…

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Life After Sports How Athletes Can Plan for Financial Success 35:45

1M ago35:45

35:45

Send us a text What happens to athletes after they hang up their cleats and retire from their respective sports? Do they struggle to make ends meet or do they live a life of luxury? In this podcast, we're exploring the surprising ways athletes get rich after retirement. From savvy investments to lucrative endorsement deals, we're diving into the fi…

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Introducing Brandon: The Driving Force Behind Our Property Management (…and Possibly Our Sanity) 50:36

1M ago50:36

50:36

Send us a text He’s been name-dropped in half our episodes, blamed for none of the chaos, and praised more than Josh’s spreadsheets. In Episode 95, we finally introduce Brandon St-Pierre — the man who left a stable job to join our startup circus and somehow made it run smoother. 🙃 From dealing with Midwest tenants and overpriced tree trimmers to ma…

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Invest Like a Pro in Oklahoma 1:13:54

1M ago1:13:54

1:13:54

Josh Heintz is the Vice President of Strategic Partnerships at LendingOne, a private lending company specializing in providing financing solutions for real estate investors. With extensive experience in the real estate and financial sectors, Josh focuses on developing innovative lending products that cater to the unique needs of investors, includin…

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Maximizing Athlete Endorsement Deals While Protecting Your Wealth 1:05:52

1M ago1:05:52

1:05:52

Send us a text Are you an athlete looking to protect your wealth through smart endorsement deals? In this podcast, we'll dive into the world of strategic partnerships that can help you build a sustainable financial future. From understanding your worth to negotiating the best deals, we'll cover it all. Get ready to take control of your financial de…

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How to Structure Your Wealth for Long-Term Success 16:59

1M ago16:59

16:59

Send us a text Want to build long-term wealth and achieve financial freedom? Having a solid structure in place is key! In this podcast, we're going to dive into the importance of creating a strong foundation for your wealth-building journey. From setting clear financial goals to investing in assets that generate passive income, we'll cover the esse…

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An Interview with Kallum Pickering: Chief Economist at Peel Hunt 46:03

1M ago46:03

46:03

In this episode of the Why Invest? podcast, host Luke Hyde-Smith is joined by Kallum Pickering, Chief Economist at Peel Hunt, for a wide-ranging discussion on key issues shaping the UK’s economic outlook. They explore the links between energy policy, productivity, and long-term growth, as well as the current state of UK capital markets and how refo…

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How to Smoothly Transition from Career to Retirement 9:24

1M ago9:24

9:24

Send us a text Are you ready to transition into retirement? Are you prepared for the next chapter of your life? In this podcast, we'll explore the key factors to consider when planning your career transition into retirement. From financial planning to lifestyle changes, we'll cover it all. Get ready to take control of your future and make the most …

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How To Build Your Own Banking System and Multiply Wealth With M.C. Laubscher 49:22

1M ago49:22

49:22

Michiel (M.C.) Laubscher is the Founder of Producers Wealth, a wealth strategy firm that helps business owners across the United States implement and execute advanced alternative wealth strategies. He is also the creator and host of the top-rated investing podcast Cashflow Ninja, which has been downloaded millions of times in over 180 countries. A …

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The Best Advice Money Can’t Buy – Q1 & Q2 Highlights from Investing RN 4:33

1M ago4:33

4:33

Send us a text What do anesthesia, Alaska, mobile home parks, and a $12,000 tax swing have in common? They’re all part of the wild, real-talk journey we’ve been on in the first half of the year. This Best of Q1 & Q2 recap distills down the sharpest advice, biggest mindset shifts, and most “wait, what?” moments from our favorite guests and hosts so …

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Social Security Realities & Stock Market Swings 17:21

2M ago17:21

17:21

This week, Sean and Peter discuss the future of Social Security and what retirees need to know. From market volatility to legislative gridlock, they explore how current economic conditions and political decisions impact retirement planning. Whether you're close to retiring or just starting to think about it, this conversation sheds light on timing …

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Incorporating Digital Assets into Your Wealth Management Strategy 14:23

2M ago14:23

14:23

Send us a text Want to know the secret to building wealth in 2025? It starts with digital assets! In this podcast, we'll dive into the world of digital assets and explore how they can help boost your wealth. Whether you're a seasoned investor or just starting out, this podcast will give you the knowledge you need to make informed decisions about yo…

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7 Hard Truths About ‘No Money Down’ Real Estate Deals 34:41

2M ago34:41

34:41

Send us a text Colin and Josh finally spill the beans on their latest mobile home park deal — a $3.6 million portfolio they locked down with (almost) no money out of pocket. But here’s the catch: they actually did bring a few grand to the table… so is "no money down" just a sexy lie to sell you a course? This episode dives into what “no money out o…

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Creating Jobs, Attracting Capital, and Reshaping Midsize Cities With Nicholas Lalla 49:27

2M ago49:27

49:27

Nicholas (Nick) Lalla is the Founder and Managing Principal of Urban Reinvention Strategies, a consultancy that partners with cities to develop strategies and initiatives fostering inclusive growth through innovation and emerging technologies. He is nationally recognized for spearheading transformative urban initiatives, including founding Tulsa In…

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Are You Truly Ready for Retirement? A Comprehensive Checklist 13:32

2M ago13:32

13:32

Send us a text Are you dreaming of a life of freedom and financial security in your golden years? Is retirement really an option for you, or is it just a pipe dream? In this podcast, we'll explore the harsh realities of retirement and what it takes to make it a reality. From saving and investing to creating multiple income streams, we'll dive into …

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An Interview with Paul Podolsky: Founder of Kate Capital LLC 49:37

2M ago49:37

49:37

In this episode of Why Invest? host Luke Hyde-Smith is joined by Paul Podolsky, former Bridgewater executive, author, and founder of Kate Capital. Paul shares his journey from journalism in 1990s Russia, to macro investing at one of the world’s most successful hedge funds. They explore the current macroeconomic backdrop, including US policy volatil…

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How Long Will $1.5 Million Last in New Hampshire? 18:23

2M ago18:23

18:23

Many would consider $1.5 million enough to retire on in 2025. But is it really enough? A new study shows how long Social Security and a $1.5 million nest egg would last in 50 states... let's see where New Hampshire falls on the list. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt…

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Why Socially Responsible Investing Matters for Your Portfolio 11:11

2M ago11:11

11:11

Send us a text Are you looking to make a positive impact on the world while growing your wealth? Socially Responsible Investing (SRI) could be the key to unlocking a stronger portfolio! In this podcast, we explore the benefits of SRI and how it can help you align your values with your investments. From environmental sustainability to social justice…

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From Chemo to Michigan Football QB1 - the Miraculous Story of Davis Warren 44:23

2M ago44:23

44:23

After earning QB1 for Michigan's 2024 season, Davis Warren isn’t just battling defenses—he’s competing against a $15M recruit, a stacked QB room, and the pressure of leading Team #146. In this episode, #120 of What Dewey Do?, Davis lays it all out—his path to QB1, winning over Alex Orji, beating rivals Michigan State, Ohio State, and Alabama, and l…

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Everyone’s Waiting to Buy Real Estate. We’re Not. Here’s Why. 41:51

2M ago41:51

41:51

Send us a text Colin and Josh are back with a full dose of real talk and IV bags. From border disputes to dog drama, they unpack why 2025 might be the best time ever to buy real estate—yes, even with these interest rates. Plus: appraisals that make no sense, closing delays that never end, and Colin’s dog Estelle being unfairly blamed (again). Wheth…

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Why Bitcoin Mining Is the Ultimate Energy Investment With Beau Turner 41:03

2M ago41:03

41:03

Beau Turner is the Owner of Abundant Mines, a US-based company that provides turnkey, sustainably powered Bitcoin mining services for investors seeking passive income and tax-advantaged strategies. With a background in engineering management from Southern Methodist University and nearly a decade in real estate investment, Beau transitioned into cry…

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The Ultimate Risk Management Guide for High-Net-Worth Individuals 16:25

2M ago16:25

16:25

Send us a text Are you a high-net-worth individual looking to safeguard your wealth? In today's volatile market, having a solid risk management strategy in place is crucial to protecting your fortune. In this podcast, we'll delve into proven tactics and techniques to help you mitigate risk and ensure your wealth continues to grow. ✅ BOOK AN APPOINT…

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The Role of a Fractional CFO - Greg Brown, Cardinal Finance | Charting Opportunities 1:01:54

2M ago1:01:54

1:01:54

In this episode of Portus Wealth Advisors' Charting Opportunities, Greg Brown of Cardinal Finance shares his extensive experience on the role and value of a Fractional Chief Financial Officer (CFO) for growing businesses. He delves into when it makes sense for a company to engage a Fractional CFO, what business owners should expect from such a rela…

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Protecting Your Wealth Against Inflation in 2025 10:54

2M ago10:54

10:54

Send us a text Are you prepared for the potential economic storm that could be coming in 2025? Inflation has the power to erode your wealth, and it's essential to understand the warning signs and take action to protect your financial future. In this podcast, we'll explore the potential risks of inflation in 2025 and provide you with valuable insigh…

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How to Create a Sustainable Retirement Income Strategy 14:30

2M ago14:30

14:30

Send us a text Are you tired of feeling uncertain about your retirement income strategy? Do you dream of a secure financial future where you can enjoy your golden years without worrying about money? In this podcast, we'll show you how to build a personalized retirement income plan that's tailored to your unique needs and goals. From creating a sust…

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Roths, RMDs and Retirement Taxes 18:35

2M ago18:35

18:35

In this episode, Sean explores why Roth accounts may be one of the most powerful tools in retirement planning today. He explains the pros and cons of Roth conversions, how RMDs work, and why legislative risk is something to watch. You’ll also learn why paying taxes now could save you- and your heirs- later. Visit Sean Tole's website: http://www.dav…

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Creative Deals & 96oz of Queso: How We Learned to Invest Without Money 39:08

2M ago39:08

39:08

Send us a text In this roundtable, Joshua Condado and Colin Davis take us back to the roots — no guests, no fluff, just the real, raw story of how two broke nurses used creative financing (and possibly queso therapy) to build a multi-million-dollar real estate portfolio. From bounced checks to air quotes "sales," this one is packed with strategy, h…

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Building Passive Income Through Hands-Free Real Estate Investing With Brian Grimes 37:14

2M ago37:14

37:14

Brian Grimes is the Founder of 24/7 Cash Flow University, an educational platform that empowers aspiring real estate investors to build passive income through hands-free rental property investing. Brian transitioned from financial planning to real estate development, where he has renovated over 300 rental properties nationwide using the BRRRR (Buy,…

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The Art of Asset Allocation for High-Net-Worth Individuals 12:05

2M ago12:05

12:05

Send us a text Learn the secrets of wealthy investors and master the art of asset allocation to maximize your returns! In this podcast, we'll dive into the strategies and techniques used by the pros to optimize their portfolios and achieve financial success. From diversification to risk management, we'll cover it all. Whether you're a seasoned inve…

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An Interview with Kiril Sokoloff: Founder of 13D Research & Strategy 53:15

2M ago53:15

53:15

In this episode of the Why Invest? podcast Luke Hyde-Smith is joined by Kiril Sokoloff, Founder of 13D Research & Strategy. Known for his contrarian and thematic investment approach, Kiril shares insights that bridge finance, geopolitics, philosophy, and history. The discussion explores current economic turbulence, the role of China and India in th…

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Building a Legacy: Estate Planning Tips for 2025 #119 12:56

2M ago12:56

12:56

What if planning for your future wasn’t about fear but about freedom? The focus is securing your financial legacy, not just for you but for the people and causes you care about most. In this episode, #119 of What Dewey Do?, listeners get a clear, straight-to-the-point breakdown of estate planning strategies for 2025. From wills and trusts to powers…

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Why Understanding Your Risk Tolerance is Crucial for Investors 15:02

2M ago15:02

15:02

Send us a text Knowing your risk tolerance is crucial to making informed investment decisions. In this podcast, we'll explore the importance of understanding your risk tolerance and how it can impact your investment strategy. From conservative to aggressive, we'll discuss the different types of risk tolerance and provide tips on how to determine yo…

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From 11 to 250 Units: Why Managing Crappy Multi-Family Deals Built Our Empire 39:46

2M ago39:46

39:46

Send us a text In this episode of the Investing RN Podcast, Josh and Colin take you inside the messy, chaotic, and crucial early stages of building a real estate portfolio. Starting with just 11 crummy multi-family units, they learned the hard way that good management beats good deals — and that lesson helped them scale to nearly 250 doors. They sh…

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Land Flipping, Infinite Banking, and the Investor DNA: Russ Morgan’s Top Passive Income Strategies 39:10

2M ago39:10

39:10

Russ Morgan is the Co-founder of Wealth Without Wall Street, an online community and coaching platform that empowers individuals to achieve financial freedom through passive income strategies outside traditional investments. After beginning his career as an investment advisor in 2004, he co-founded Wealth Without Wall Street in 2015 to challenge co…

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How to Implement Tax Strategies for the Wealthy 21:26

2M ago21:26

21:26

Send us a text Are you tired of overpaying on taxes? Want to know the wealthy secrets to saving THOUSANDS on your tax bill? In this podcast, we'll reveal the expert strategies and loopholes that the rich use to minimize their tax liability. From deductions to credits, we'll cover it all. Learn how to keep more of your hard-earned money and achieve …

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How to Choose the Best Long-Term Investment Strategy 15:07

2M ago15:07

15:07

Send us a text Are you tired of playing it safe with your investments and want to secure your financial future? In this podcast, we'll explore the SMART way to invest for the future, revealing the strategies and tactics you need to know to make informed decisions and achieve long-term financial success. From diversification to compound interest, we…

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How to Leverage Portfolio Management for Success 13:22

3M ago13:22

13:22

Send us a text Take your investment game to the next level with expert-approved portfolio management strategies that drive real results! In this podcast, we're sharing battle-tested techniques to help you maximize returns, minimize risk, and achieve long-term financial success. From diversification and asset allocation to risk management and perfor…