David Baker - Phoenix Private Wealth
Share
Currently a CERTIFIED FINANCIAL PLANNER™ professional and Senior Partner of Phoenix Private Wealth, I Equal Opportunity Employer M/F/D/V.
As you prepare to kick off your 4th of July holiday weekend, take time to listen to the newest episode of Overtime Earnings! It's available now!
This episode is Part 2 of our discussion about great Financial Planners where we break down:
🔹 The hidden risks some advisors never bring up
🔹 How non-personal financial plans can cause serious harm
🔹 The truth about AI in financial advice 🤖
And here’s the reality:
👉 Great marketing ≠ great planning
👉 A beautiful website doesn’t mean a better strategy
What matters is depth, customization, and experience. If you’ve never had these conversations with your advisor, you should consider doing so or seek other opinions.
🎧 Check out the episode here: Apple Podcast 🔗 - https://podcasts.apple.com/us/podcast/overtime-earnings/id1874054220
Spotify 🔗- https://open.spotify.com/show/4Bu8IcKnBqRz1x6wpYjRwb?si=1y8Nt3HJTiWEbJ056kh3Pw
06/26/2026
It Costs $0.00 to Change a Moment. 🤝
I saw a small act of kindness earlier today. It wasn't anything viral or earth-shattering—just someone holding a door for a stranger who had their hands full, followed by a genuine smile and a "thank you."
You could visibly see the stress melt off the person's face.
It made me think about the "Ripple Effect." That one small gesture probably put that person in a better mood, who then went home and was more patient with their kids, who then went to school happy... and on it goes.
We have so much power to set the tone for the people around us. Let’s try to be the reason someone believes in the goodness of people today.
Click here to claim your Sponsored Listing.
Category
Website
Address
Columbia, MD
21045
Opening Hours
| Monday | 9am - 7pm |
| Tuesday | 9am - 7pm |
| Wednesday | 9am - 7pm |
| Thursday | 9am - 7pm |
| Friday | 9am - 5pm |
