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
237 episodes
Net Unrealized Appreciation: The 401(k) Tax Trick You're Missing
Most retirees rolling over a 401(k) assume the IRA rollover is the smartest move — but for executives and long-tenured employees holding company stock, that assumption could cost hundreds of thousands of dollars in unnecessary taxes. In this episo...
Asset Location Tax Strategies Most Wealthy Investors Overlook
Are you leaving tens of thousands of dollars on the table every single year? Most affluent investors obsess over *what* they own — but sophisticated wealth management starts with *where* you own it. In this episode, we break down asset location: t...
Best Retirement Books: 12 Must-Reads Before You Retire
Most people spend more time planning a vacation than planning their retirement — and it costs them dearly. In this episode, we break down 12 must-read retirement books that give pre-retirees a genuine edge when it comes to financial planning, tax ...
Retirement Books Financial Advisors Actually Recommend Reading
What if the retirement book everyone's raving about is only giving you half the picture? In this episode, we break down the retirement planning books that fiduciary advisors actually recommend — the ones circulating in study groups, shared with se...
Florida DROP Program: Is It Worth It and Who Should Join?
Are you a Florida public employee wondering if the DROP program is the right move before you walk out the door for good? In this episode, we break down exactly how the Deferred Retirement Option Program works through the Florida Retirement System ...
Couple Retirement Planning: Why One Number Will Fail You Both
Two lives, one retirement plan — and that's exactly where high-net-worth couples go wrong. If you and your spouse are treating your retirement as a single financial event, you may be leaving serious money on the table or walking into a tax nightma...
Beneficiary Designation Mistakes That Could Cost Your Family Everythin
Have you ever wondered if that beneficiary form you filled out years ago could quietly unravel everything you've worked for? In this episode, we uncover one of the most overlooked mistakes in retirement and financial planning — outdated beneficiar...
Executive Retirement Income: 5 Steps to Distribute It Right
You built wealth like an executive — now it's time to distribute it like one. Most high-earning professionals spend decades mastering accumulation, only to discover that retirement income distribution requires an entirely different playbook. The s...
Business Exit Planning: 7 Strategies to Keep More of Your Money
You've spent years building your business — but are you prepared to actually *keep* the wealth when you sell it? For most business owners, the exit is the single most consequential financial event of their lives, yet too many discover too late tha...
Wealth Manager Fees: What High-Net-Worth Investors Pay in 2026
Are you quietly losing six figures — or more — to wealth manager fees you've never fully examined? In this episode, we break down exactly what high-net-worth investors are paying for wealth management in 2026, and more importantly, whether those f...
Roth Conversion: Why Ages 62–72 Can Save You Thousands in Taxes
Most retirees assume their tax bill shrinks when they stop working. It doesn't — and the cost of that assumption can run into the hundreds of thousands of dollars. In this episode, we break down why ages 62 to 72 represent the most overlooked wind...
Roth Conversion: Why Ages 62–72 Can Make or Break Your Retirement
Most retirees waste the most valuable tax window of their entire financial lives — and they don't even know it. Between ages 62 and 72, a rare opportunity opens up where strategic Roth conversions can dramatically reduce your lifetime tax burden. ...
Florida Homestead Exemption Mistakes New Residents Must Avoid
Missing the Florida homestead exemption deadline could cost you $50,000 or more — and most new residents don't find out until it's too late. If you recently relocated to Florida to escape state income taxes, this episode is essential listening. I...
NBA Money Mistakes: 5 Stats That Should Shape Your Wealth Plan
Most NBA players are broke within five years of retirement — and the warning signs were there all along. In this episode, we break down five eye-opening stats about NBA career finances that every athlete, sports fan, and high-income earner needs t...
Asset Location: Put the Right Investments in the Right Accounts
Most investors obsess over *what* to buy — but *where* you hold your investments could matter just as much. Asset location is one of the most powerful and most overlooked strategies in wealth management, yet few high-net-worth investors ever put i...
FRS Pension vs Investment Plan: How to Make the Right Choice
Are you a Florida public employee making one of the most important financial decisions of your career — and treating it like routine paperwork? The choice between the FRS Pension and Investment Plan carries six- or seven-figure lifetime implicatio...
Florida Estate Tax: 7 Strategies to Protect Generational Wealth
What if the biggest threat to your family's financial legacy isn't the market — it's your estate plan? In this episode, Davies Wealth Management breaks down seven powerful strategies Florida families can use to protect generational wealth from unn...
Medicare IRMAA: 7 Strategies to Avoid the High-Income Surcharge
Did you know Medicare IRMAA surcharges could cost high-income retirees tens of thousands of dollars over a decade — and most people don't find out until the bill arrives? In this episode, we break down exactly how these costly surcharges work, who...
Asset Location: 7 Rules to Stop Paying Too Much in Taxes
You've probably spent hours thinking about *what* to invest in — but have you ever stopped to think about *where* those investments actually live? For high-net-worth investors, asset location strategy could be the most powerful tax lever you're no...
Roth Conversions: Turn Market Volatility Into Tax-Free Wealth
Market downturns aren't just bad news — for high-net-worth investors, they can be one of the most powerful tax planning opportunities of your financial life. In this episode, we break down Roth conversions and why market volatility may actually be...
Selling Your Florida Business: Tax & Transition Steps You're Missing
What you'll walk away with from a business sale isn't determined by the purchase price — it's determined by how well you planned before the deal closed. In this episode, we're pulling back the curtain on the tax and transition steps that Florida b...
Tax-Loss Harvesting: Advanced Strategies to Protect Wealthy Portfolios
Most investors think tax-loss harvesting is a December ritual—sell your losers and call it a day. For high-net-worth investors, that approach leaves an extraordinary amount of money on the table. In this episode, we break down the advanced, year-r...
Charitable Remainder Trusts: Tax Wins Every Wealthy Donor Needs
Do you have over $1 million in appreciated assets and a passion for giving back? There may be a smarter way to donate — one that generates income, slashes your tax bill, and supports causes you love. In this episode, we break down Charitable Remai...
Fed Rate Cut: Protect Your $1M+ Retirement Income Now
The Fed just signaled a rate cut — and if you have over $1 million in investable assets, your retirement income is directly in the crosshairs. In this episode, we break down exactly what falling interest rates mean for high-net-worth retirees and ...
Wealth Manager Costs: What Stuart Investors Actually Pay in Fees
Are you paying more in wealth management fees than you realize? For high-net-worth investors in Stuart, Florida and across the Treasure Coast, understanding the true cost of wealth management isn't just about the percentage on your statement — it'...
