Tuesday, March 14, 2023How to Invest like Warren Buffett, and Taxes: and Market News,
Send us a text 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 ta...
Saturday, February 25, 2023Market Volatility Again, Retirement, Investment, and Market News
Send us a text This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more.. ✅ BOOK AN APPOINTMENT TODAY:...
Monday, February 13, 2023Why Rollover your 401K or IRA? What to do? and what to look for?
Send us a text 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 questi...
Friday, January 6, 2023Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
Send us a text 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 ...
Friday, December 2, 2022Health Insurance "Explained" Market News, End of Year Planning.
Send us a text In this episode, I have special guest Michael Freese from US Health Advisors. We go into the latest trends in health care insurance and...
Friday, November 11, 2022Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more
Send us a text 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...
Friday, November 4, 2022Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies
Send us a text 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 Hollywoo...
Friday, October 28, 2022Beneficiaries, TOD accounts, Estate Planning, and the latest market updates
Send us a text In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along w...
Thursday, October 20, 2022"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care
Send us a text In this episode, we go in-depth with "in Home Care" with special guest Jonathan White from Assisting Hands Ft Lauderdale. We talk about...
Thursday, October 13, 2022"Medicare Explained" with special guest Roseann Birch & Retirement Income and Budgeting concepts with Thomas Davies
Send us a text Today's Podcast we have special guest Rosean Birch uncovering the confusing world of Medicare. I talk about retirement income and the ...
Sunday, October 9, 2022401K, Retirement, How can an advisor help
Send us a text In this episode, I talk about 401K's, and how you might allocate your portfolio. Retirement and what that means to you depending upon y...
Monday, October 3, 2022Asset Protection, and Market Volatility | Season 1 | Episode 4
Send us a text In this episode, we talk more about market volatility and asset protection. How to protect your digital assets, along with your portfol...
