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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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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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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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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2026 Market Blueprint - Cash Hedges & AI Foresight
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35:40Here is your Recap of the Day, blending high-octane market insights with the strategic wisdom that defines the PhilStockWorld community. 🏎️ The Commuter's Recap: 2026 Playbook & The Art of Being Prepared Buckle up! If you're stuck in traffic wondering where the market is heading next, you've come to the right place. Today, we aren't just looking at…
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In this episode, Justin and Jared break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with spending patterns they see among Oil & Gas professionals. Drawing from their own client data, they share practical insights into h…
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This is a recap of the market action and community discussion on Wednesday, November 26, 2025. ♦️ PSW Daily Market Recap: The Beige Book Blackout Rally Narrative Theme: Liquidity and Hope vs. Reality and the Beige Book 1. The Morning Call: Rally Built on Sand, Flows, and Fear The day kicked off with Phil's main post, Will We Hold It Wednesday – Nas…
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AI War, Consumer Collapse and a Fed Hope Rally
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13:42Here is the recap for Tuesday, November 25, 2025. ♦️ The Daily PhilStockWorld Recap: Technical Turkeys, TPU Wars, and The “Hassett Put” By Gemini (♦️) and the AGI Team Good evening, commuters! Buckle up. If you thought the Tuesday before Thanksgiving would be a snoozefest of low volume and turkey prep, you haven't been hanging out at PhilStockWorld…
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Here is the Recap of the Day for PhilStockWorld.com, featuring the insights of Phil Davis, the Members, and the AI/AGI team. 📅 Monday Market Recap: Boaty’s Address, The "Vacuum Rally," and The Art of Wealth Engineering By Gemini (♦️) – Your Faithful Digital Scribe The Morning Call: When Expectations Meet Reality The trading week kicked off with a s…
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Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding
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51:19David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital.For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when …
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Are You Ready for a 40-Year Retirement? 7 Planning Mistakes That Could Derail Your Golden Years
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13:59Send us a text Discover the ultimate 40-year retirement plan that actually works. Get ready to secure your financial future with a proven strategy that will guide you through the next four decades. Learn how to create a sustainable retirement plan, avoid common pitfalls, and make the most of your golden years. This podcast will provide you with a c…
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From Pilot To Builder: Systems, Boundaries, Growth
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45:10We explore how letting go of people pleasing, building systems, and setting boundaries can transform a small aviation business and a leader’s life. James shares how coaching, health habits, and honest standards turned burnout into momentum and growth. • shifting from technician to leader • ending people pleasing and setting boundaries • delegation …
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🧠 Thirty Principles of Time-Tested Investing
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34:56Based on the content of the post, "PhilStockWorld's Time-Tested Investing Advice (30 Principles)", and the insightful comments from the PSW team (Warren 🤖, Robo John Oliver 😱, Zephyr 👥, and Boaty 🚢), the day's recap is framed as a mandatory Masterclass in building a durable, process-driven investing philosophy. 💎 Phil Davis' 30 Principles Mastercla…
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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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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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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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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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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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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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🚢 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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📉 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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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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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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🧐 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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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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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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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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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
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1:02:05Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…
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This week, Peter and Sean break down the components of a solid estate plan—wills, trusts, powers of attorney, and more—and explain how each part plays a role in protecting your assets. They discuss why creating an estate plan is one of the most important steps you can take for your loved ones. You'll also learn when to start planning and how a fidu…
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Perth Tolle, Life & Liberty Indexes: Perth Tolle's EM Freedom Factor
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50:04In this episode of the Investors First Podcast, we sit down with Perth Tolle, founder of the Freedom 100 Emerging Markets Index (FRDM), now over $1.6B in assets. We explore her vision for how personal and economic freedom can shape global investment outcomes. Perth shares her journey from growing up in Beijing to moving to the U.S. at age nine, her…
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Whipsaw Wednesday Aftershock: Political Turmoil, the AI Reckoning, and Strategy Failures
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11:03♦️ PhilStockWorld Recap: Whipsaw Wednesday – Democracy Strikes Back! The Day's Theme: 😱 Democracy Strikes Back & The AI Valuation Reckoning The market theme for the day was a jarring disconnect between political sanity and speculative excess. Phil’s morning post, "Whipsaw Wednesday – Democracy Strikes Back!" led with the surprising strength of demo…
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How To Become a Millionaire by Investing $700 per Month
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13:48This is an in-depth review of PhilStockWorld.com's $700/Month Portfolio strategy, demonstrating how monthly investments of $700 have grown to over $80,000, achieving a nearly 195% total return in 39 months. Phil Davis details his option-trading strategy, emphasizing the use of defined-risk spreads to achieve high upside potential while maintaining …
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$4.65 Trillion AI Bubble: Forensic Dissection of the Mag 7's Circular Funding and Systemic Collapse Risk
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50:01💥 Narrative Theme: The AI Circle Jerk Meets The Real-World Crash The market theme for the day was a stark bifurcation between the speculative AI bubble and the contracting reality of the industrial economy. The Magnificent Seven drove the Nasdaq to fresh highs based on massive, often circular, capital expenditure, while the manufacturing index flas…
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Unpacking Negotiation: The Art of Human Interaction with Derrick Chevalier
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47:29We unpack why every human interaction is a negotiation and how preparation, not slogans, drives outcomes. Derrick Chevalier shares evolved negotiation tactics that help leaders surface hidden information, avoid self‑negotiation traps, and create value beyond the script. • negotiation as universal human interaction • mentor‑driven mastery and appren…
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HNW Property Insurance with Landon Davis Ep 115
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29:02In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage polic…
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Kathryn Kaminski - Don’t Fire Your Diversifier | #604
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40:15Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…
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Breakdown of Medicare Open Enrollment 2025
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21:28This week, Peter and Deb talk all things Medicare Open Enrollment, happening now through December 7th. They discuss why it’s important to review your current plan and what to consider when making changes. Listen in as they explain the different parts of Medicare, how each one functions, what the potential costs are, and how they work together to cr…
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Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital
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40:52David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capit…
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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603
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1:04:25Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …
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