Podcast Episodes
Back to SearchGoodbye 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? Her…
3 years, 7 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 a…
3 years, 8 months 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 a…
3 years, 9 months 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 Hollyw…
3 years, 9 months 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…
3 years, 9 months 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 abo…
3 years, 9 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 th…
3 years, 10 months ago
401K, Retirement, How can an advisor help
Season 1 Episode 5
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In this episode, I talk about 401K's, and how you might allocate your portfolio. Retirement and what that means to you depending upon…
3 years, 10 months ago
Asset Protection, and Market Volatility | Season 1 | Episode 4
Season 1 Episode 4
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In this episode, we talk more about market volatility and asset protection. How to protect your digital assets, along with your portf…
3 years, 10 months ago
Is market volatility a good thing? 401K and your retirement | Stuart, FL
Season 1 Episode 3
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Get a high-level overview of what's happening in the markets, and how market volatility affects your portfolio and your 401K and reti…
3 years, 10 months ago