1715 Treasure Coast Financial Wellness with Thomas Davies
Welcome to 1715 Treasure Coast Financial Wellness , a dynamic and insightful podcast designed to guide you through the intricate landscape of wealth management and financial growth. We believe that understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that.
Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneurs. Our guests share their expertise, tips, and success stories to inspire and educate you on how to build and manage your wealth effectively.
Each episode offers a deep dive into various financial topics, such as investment portfolios, retirement planning, tax optimization, estate planning, risk management, and more. We strive to equip you with the tools and understanding needed to make informed decisions and elevate your financial life.
Key Highlights:
- Expert Interviews: Gain valuable insights and advice from a diverse range of financial experts, each bringing a unique perspective and expertise to help you achieve your financial goals.
2. Practical Strategies: Learn actionable strategies and proven methods to enhance your financial well-being, increase your wealth, and secure your financial future.
3. Success Chronicles: Listen to inspiring success stories of individuals who have overcome financial challenges and achieved remarkable milestones, providing valuable lessons and motivation for your own journey.
4.Economic Insights: Stay informed about the latest economic trends, market updates, and financial news to stay ahead in an ever-evolving financial landscape.
5. Interactive Q&A: Engage with us through our Q&A sessions, where we address your specific financial questions and provide expert advice tailored to your needs.
Embark on a transformative journey towards financial success and tune in to 1715 Treasure Coast Financial Wellness on your favorite podcast platform. Subscribe today, and let's elevate your wealth together!
Note: The podcast is for informational purposes only and should not be considered as financial advice. Please consult with a qualified financial advisor before making any financial decisions.
Episodes
171 episodes
Separately Managed Accounts (SMAs) vs. Mutual Funds: Why HNW Families are Switching for Tax Efficiency
Discover the secret to better tax efficiency that wealthy families are now adopting - Separately Managed Accounts. In this podcast, we explore the benefits of switching to SMAs and how they can help high-net-worth individuals optimize their tax...
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15:31
High-Net-Worth Divorce in Florida: Protecting Your Business and Assets
Are you a high net worth individual going through a divorce in Florida and wondering what will happen to your business? In this podcast, we'll explore the complexities of dividing business assets in a high net worth divorce in Florida. From val...
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12:51
The 2026 Big-Box Breakup: Why Stuart Executives are Choosing Independent RIAs
Are Stuart executives making a mass exodus from big-box companies to independent Registered Investment Advisors (RIAs) in 2026? In this podcast, we explore the latest trends and insights on what's driving this potential shift. As the financial ...
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16:52
Maximizing the SECURE 2.0 Act in 2026: New Retirement Strategies
Discover how the SECURE 2.0 Act impacts your retirement savings in 2026. The SECURE 2.0 Act brings significant changes to retirement planning, aiming to enhance savings opportunities and flexibility for individuals. In this podcast, we delve in...
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13:41
Tax-Loss Harvesting: Turning Market Volatility into Tax Savings
Tax-loss harvesting is one of the most powerful — and misunderstood — strategies investors can use to reduce taxes and improve long-term returns.In this podcast, we break down how tax-loss harvesting works, who it’s best for, and ...
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10:01
Annuities Decoded: Pros, Cons, and Key Questions for 2026 Shoppers
Discover the top annuity products for 2026 and make informed decisions for your financial future. In this video, we'll explore the best annuities for shoppers, discussing their features, benefits, and potential drawbacks. Whether you're looking...
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14:50
Florida Transplants: Navigating Wealth Management After the Move
Are you a recent transplant to Florida looking to navigate the complex world of wealth management in your new home state? As a newcomer to Florida, it's essential to understand how the state's unique laws and regulations may impact your financi...
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15:28
Costly DIY Investing Mistakes (and How a Fiduciary Financial Advisor Adds Value)
Discover the most costly DIY investing mistakes that could be draining your wealth. In this video, we'll explore common errors that investors make when managing their own portfolios, from lack of diversification to emotional decision-making. Le...
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11:55
Florida FRS Retirement System: Key Benefits Explained for State Employees and Educators
Discover the advantages of being a state employee in Florida by exploring the best benefits of the Florida FRS Retirement System. This video delves into the perks and advantages that state employees can enjoy as part of their retirement plan, p...
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11:49
The Florida Transplant's Guide to Wealth Management: 10 Things You Should Know Before Year-End
As a Florida transplant, managing your wealth effectively is crucial, especially as the year comes to a close. In this podcast, we'll discuss key strategies and considerations for wealth management that are specifically relevant to individuals ...
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12:21
Are DIY Investment Apps Dead? Why Stuart Investors Are Switching to Professional Advisors
Are DIY investment apps really a thing of the past? With the rise of automated investment platforms and robo-advisors, many are left wondering if DIY investment apps still have a place in the market. In this podcast, we'll explore the current s...
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12:56
Retirement Planning Analysis: Why It Matters and How to Get Started (2026 Update)
Are you ready to secure your financial future? In this podcast, we'll explore the importance of having a solid retirement plan in place, especially as we head into 2025. Whether you're just starting to think about retirement or you're nearing t...
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16:24
NHL Player Pensions Explained: What Athletes and Their Families Should Know
Discover the lucrative world of NHL pensions and how they impact the financial lives of professional hockey players. In this podcast, we delve into the details of the NHL's pension plan, exploring how it works, its benefits, and what athletes s...
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11:33
Florida Retirees' Guide: How Tax Law Changes Will Impact Your Retirement Income (2025 Update)
Discover the essential information Florida retirees need to know about the 2025 tax law changes. As a retiree in Florida, understanding these changes is crucial for effective tax planning and maximizing your retirement savings. Learn about the ...
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13:59
Winning Powerball on Florida's Treasure Coast: What to Do Next
Discover the life-changing thrill of winning big on the Powerball, specifically on Florida's Treasure Coast. This podcast explores the excitement and possibilities that come with hitting the jackpot in one of the most beautiful and desirable lo...
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12:24
Medicare in 2026: What Florida Retirees Need to Know About Upcoming Changes
Are you a Florida retiree looking to navigate the complexities of Medicare in 2026? This podcast is designed to provide you with the essential information you need to know about the upcoming Medicare changes. From understanding the different pa...
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38:50
What Is Wealth Management? A Plain English Guide for Florida Families
Discover the importance of wealth management for Florida families in this informative podcast. Learn how to protect and grow your assets, create a lasting legacy, and achieve financial peace of mind. Wealth management is more than just investin...
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11:40
The Great Wealth Transfer Secrets Revealed: What High-Net-Worth Families Don't Want You to Know
Discover the hidden wealth transfer secrets that high net worth families don't want you to know. Learn how to protect and preserve your wealth for generations to come. From tax-efficient strategies to clever investment techniques, this podcast ...
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35:16
Are You Ready for a 40-Year Retirement? 7 Planning Mistakes That Could Derail Your Golden Years
Discover the ultimate 40-year retirement plan that actually works. Get ready to secure your financial future with a proven strategy that will guide you through the next four decades. Learn how to create a sustainable retirement plan, avoid comm...
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13:59
7 Mistakes You're Making with 2025 Tax Changes (and How to Fix Them Before It's Too Late)
Discover the most common and costly tax mistakes to avoid in 2025. In this podcast, we'll reveal the biggest tax errors that could be draining your wallet, and provide you with expert advice on how to steer clear of them. From overlooked deduct...
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14:37
7 Estate Planning Mistakes Florida Families Are Making in 2025 (And How to Fix Them)
Are you one of the many Florida families making critical estate planning mistakes that could put your loved ones at risk? In this informative podast, we'll reveal the 7 big estate planning mistakes that Florida families are making in 2025. From...
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29:20
Estate Planning Week: Why Florida Families Need to Start Now (And Where to Begin)
Discover the importance of expert estate planning for Florida families and learn how to protect your loved ones' future. Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes and that your famil...
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46:37
Estate Tax Secrets Revealed: What Florida Families Need to Know Before 2025 Ends
As the year 2025 comes to a close, Florida families need to be aware of the crucial details surrounding estate tax to ensure they are prepared for any changes that may affect their assets and financial legacy. Estate tax can be complex and ofte...
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32:40
Are Your Retirement Savings Safe From Market Volatility? 7 Florida-Specific Strategies That Actually Work
Is your retirement savings at risk due to market volatility? With the ever-changing market conditions, it's natural to worry about the security of your hard-earned savings. In this podcast, we'll explore the potential impact of market volatilit...
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32:19
Professional Athletes' Wealth Management: How Stuart FL Advisors Handle Million-Dollar Contracts
Discover the secret to securing million-dollar contracts with the help of expert advisors from Stuart, FL. In this podcast, we'll delve into the world of wealthy athletes and explore how they rely on top-notch advisors to navigate the complex w...
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33:32