All Episodes

Thursday, October 13, 2022 "Medicare Explained" with special guest Roseann Birch & Retirement Income and Budgeting concepts with Thomas Davies

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 ...

Sunday, October 9, 2022 401K, Retirement, How can an advisor help

In this episode, I talk about 401K's, and how you might allocate your portfolio. Retirement and what that means to you depending upon your age. How ca...

Monday, October 3, 2022 Asset Protection, and Market Volatility | Season 1 | Episode 4

In this episode, we talk more about market volatility and asset protection. How to protect your digital assets, along with your portfolio✅ BOOK AN APP...

Friday, September 23, 2022 Is market volatility a good thing? 401K and your retirement | Stuart, FL

Get a high-level overview of what's happening in the markets, and how market volatility affects your portfolio and your 401K and retirement.✅ BOOK AN ...

Friday, September 16, 2022 Market Volatility, Financial Planning, and Retirement

In this week's episode, I talk about market volatility, financial planning, and retirement planning. This is a high-level overview to help you and giv...

Friday, September 9, 2022 Do I Need A Financial Advisor? Featuring Wealth Advisor Thomas Davies

9 September · Season 1 · Episode 1 37 Min · By Thomas Do I need a financial advisor? One of the most common questions asked. Thomas Davies a Wealth Ad...