Podcast Episodes

How to Invest like Warren Buffett, and Taxes: and Market News,

Season 2 Episode 4

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In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role taxes play in investing

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Published on 2 years, 9 months ago

Market Volatility Again, Retirement, Investment, and Market News

Season 2 Episode 3

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This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..

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Published on 2 years, 9 months ago

Why Rollover your 401K or IRA? What to do? and what to look for?

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What to do with your 401K or IRA and the decision to roll it over to a financial professional and some things to consider. These questions are answered in this episode.

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Published on 2 years, 10 months ago

Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?

Season 2 Episode 1

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We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here is a brief weekly overview of the markets, what's …

Published on 2 years, 11 months ago

Health Insurance "Explained" Market News, End of Year Planning.

Season 1 Episode 11

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In this episode, I have special guest Michael Freese from US Health Advisors. We go into the latest trends in health care insurance and what to do if you're laid off, or maybe your empl…

Published on 3 years ago

Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more

Season 1 Episode 10

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In this hurricane edition, I talked about the weekly news of what went on this week in the markets. Some ideas that you may want to add into your portfolio, and more...

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Published on 3 years, 1 month ago

Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies

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In this week's episode, we are going to focus on your health and your wealth. We have a special guest, Dr. Ahuva Gamliel, from Hollywood, Florida on the show. We will discuss natural an…

Published on 3 years, 1 month ago

Beneficiaries, TOD accounts, Estate Planning, and the latest market updates

Season 1 Episode 8

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In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along with some market updates and what's going on in the…

Published on 3 years, 1 month ago

"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care

Season 1 Episode 7

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In this episode, we go in-depth with "in Home Care" with special guest Jonathan White from Assisting Hands Ft Lauderdale. We talk about costs, how to get them paid for, and hot topics s…

Published on 3 years, 2 months ago

"Medicare Explained" with special guest Roseann Birch & Retirement Income and Budgeting concepts with Thomas Davies

Season 1 Episode 6

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Today's Podcast we have special guest Rosean Birch uncovering the confusing world of  Medicare. I talk about retirement income and the need to form a budget in financial planning.

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Published on 3 years, 2 months ago