Thursday, June 29, 2023How to Tax Plan, and Recent Market News: Season 2 EPS 7
In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your doing things i...
Thursday, June 22, 2023How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6
In this episode asset allocation is the topic on why it's not good to put all your eggs into one basket. This hold true as a business owner, investor ...
Tuesday, April 4, 2023How to Manage Credit Card Debt - Season 2 EPS 5
Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit card debt can ...
Tuesday, March 14, 2023How to Invest like Warren Buffett, and Taxes: and Market News,
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 inv...
Saturday, February 25, 2023Market Volatility Again, Retirement, Investment, and Market News
This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..✅ BOOK AN APPOINTMENT TODAY: https://daviesw...
Monday, February 13, 2023Why Rollover your 401K or IRA? What to do? and what to look for?
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 answere...
Friday, January 6, 2023Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
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 week...
Friday, December 2, 2022Health Insurance "Explained" Market News, End of Year Planning.
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 ...
Friday, November 11, 2022Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more
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 port...
Friday, November 4, 2022Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies
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 t...
Friday, October 28, 2022Beneficiaries, TOD accounts, Estate Planning, and the latest market updates
In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along with some market...
Thursday, October 20, 2022"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care
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 ...
