TCPalm’s top Treasure Coast headlines in about 5 minutes to start your day. Hosted and reported by TCPalm staff. Available weekdays by 5 a.m.
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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 entrepreneu ...
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The Future of Sports: How Financial Planning is Shaping Athletes' Careers.
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Discover how financial planning is revolutionizing the sports industry for athletes as we delve into the future of sports in 2024. Learn how strategic financial management is reshaping the game for athletes and setting them up for long-term success both on and off the field. Stay ahead of the curve and explore the game-changing impact of financial …
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Unlock Financial Success with Professional Wealth Management
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Learn the key strategies and techniques to achieve financial success through professional wealth management in this insightful podcast. Discover how to unlock your financial potential, make informed investment decisions, and secure your future with the guidance of experts in the field. Whether you are looking to grow your wealth, plan for retiremen…
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Why You Need a Financial Advisor for Effective Asset Management
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In this podcast, we delve into the importance of getting a financial advisor for effective asset management. Learn why having a professional by your side can help you make informed decisions, optimize your investments, and secure your financial future. Don't wait until it's too late - start working with a financial advisor now to ensure better asse…
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Maximizing Your Wealth: Financial Planning Services that Deliver
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Looking to get rich quick? In this podcast, we explore how financial planning services can help you maximize your wealth. Learn how to make the most of your money and achieve your financial goals with effective financial planning strategies that actually work. Listen now to discover how you can secure your financial future and start building wealth…
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Minimize Risk with Effective Wealth Management Strategies
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Looking to maximize your wealth and reduce risks in 2024? In this podcast, we will discuss smart money moves and effective wealth management strategies to help you achieve your financial goals. Learn how to minimize risk and make informed decisions to secure your financial future. Lissten now and take control of your finances! ✅ BOOK AN APPOINTMENT…
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Debunking Lower Taxes Myths and Financial Planning for Early Retirement
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In this podcast, we delve into the world of financial planning for early retirement specifically tailored for business owners. Join us as we debunk common myths surrounding lower taxes and provide valuable insights to help you achieve your early retirement goals. Discover key strategies and tips to optimize your finances and pave the way for a secu…
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5 Reasons Your Financial Advisor is Your Secret Weapon (2024)
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In this podcast, we discuss the 5 key benefits of working with a financial advisor, highlighting why your financial advisor is your secret weapon when it comes to managing your finances effectively. From personalized financial planning to expert investment advice, learn how partnering with a financial advisor can help you achieve your financial goa…
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Maximize Wealth: Wealth Generation Stage (2024)
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Join Davies Wealth Management as we delve into strategies to help you maximize your wealth at the Wealth Generation Stage in 2024. Learn valuable tips and insights on how to grow your wealth effectively and make the most of your financial resources. Watch now to take the next step towards securing your financial future!…
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Should I File A Tax Extension For My Taxes in 2024?
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In this podcast, we will discuss the benefits and considerations of filing a tax extension for your taxes in 2024. Whether you're feeling overwhelmed or just need more time to gather your documents, understanding the process and implications of filing an extension can help you make an informed decision. Stay tuned to learn if filing a tax extension…
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How NHL Players can retire comfortably with the right advisor
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In this podcast, we discuss the importance of financial advisors for NHL players looking to retire comfortably. We share tips on how to choose the right advisor and how they can help you secure your financial future post-retirement. Whether you're a current NHL player or planning for retirement in the future, this guide is essential for ensuring a …
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Top Wealth Management Tips for NHL Hockey Players
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Are you an NHL hockey player looking for tips on how to manage your wealth effectively? In this video, we'll be sharing some top wealth management tips specifically tailored for professional hockey players. From budgeting and saving to investing and planning for the future, we've got you covered. Stay tuned to learn how to make the most of your har…
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The Benefits of Fee Only Wealth Management
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In this podcast, we will discuss the benefits of fee-only wealth management and why it might be the right choice for you. Fee-only wealth management means that advisors are compensated solely by the fees paid by their clients, eliminating conflicts of interest and ensuring that their advice is always in the best interest of their clients. One of th…
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7 Essential Estate Planning Tips for Financial Success
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When it comes to financial success, estate planning plays a crucial role. It involves creating a well-thought-out strategy for the distribution of assets and wealth after death. By implementing an effective estate plan, individuals can: Protect their hard-earned assets Minimize taxes Ensure their wishes are carried out ✅ BOOK AN APPOINTMENT TODAY: …
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Retirement Planning: Tips for a Secure Financial Future
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Retirement planning is crucial for a secure financial future. It involves making strategic decisions about your finances to ensure a comfortable and worry-free retirement. In this blog post, we will provide valuable tips and insights to help you plan for retirement effectively. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointm…
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Empower Your Financial Future with Personalized Wealth Management
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Personalizing wealth management is essential for achieving financial goals. In today's complex financial landscape, a one-size-fits-all approach simply won't cut it. Personalized wealth management takes into account your unique financial situation, goals, and risk tolerance to create a tailored plan that maximizes your chances of success. ✅ BOOK AN…
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Fixed Index Annuities, or FIAs, are financial tools that blend the security of fixed annuities with the potential for market-linked growth. They can be a fascinating addition to your financial toolkit, particularly when aiming for a balance between stability and growth.Bởi Davies Wealth Management
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The Florida Retirement System (FRS) is a retirement system that many individuals in Florida rely on for their retirement planning. It offers different plans to help individuals save and invest for their future. One company that specializes in retirement planning, including FRS, is Davies Wealth Management. They have extensive expertise in helping i…
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Understanding the Financial Challenges Faced by Professional Athletes
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Professional athletes in sports such as NHL, NFL, NBA, MLB, and MLS have the potential to earn significant amounts of money throughout their careers. Their contracts, endorsements, and prize money contribute to their high earning potential. However, it is crucial for professional athletes to manage and preserve this wealth for long-term financial s…
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How to Use the FRS Pension Calculator
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Planning for retirement is crucial for financial security, and the FRS Pension Calculator is an invaluable tool in this process. As a resource for estimating your retirement benefits, it helps identify potential gaps in your savings and guides informed decisions. In tandem with professional assistance from Davies Wealth Management, you’ll be well-e…
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Bitcoin ETFs are rapidly gaining popularity among investors due to several factors. First and foremost, there is an increased interest in cryptocurrency investments, as the digital asset class continues to grow and mature. As more individuals become aware of the potential opportunities and benefits of investing in cryptocurrencies, they are seeking…
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Why you need a Wealth Advisor and how to get started
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Welcome to "1715 Treasure Coast Financial wellness podcast," your go-to podcast for unlocking the power of financial success and demystifying the role of a wealth advisor. Join us on a journey where we explore the crucial reasons why you need a wealth advisor and provide actionable insights on how to initiate your financial journey. In each episode…
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Estate Planning: It's for everyone! Hear from an Estate Planning Attorney on our latest episode
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Introduction: Welcome back to another episode of "1715 Treasure Coast Financial Wellness Podcast." Today, we have a distinguished guest with a wealth of expertise in the realm of estate planning. Our guest is none other than Geoffrey Langbart, a seasoned estate planning attorney dedicated to helping individuals and families safeguard their legacies…
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How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes
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Why Financial Planning is Important for Professional Athletes Professional athletes often earn a high income, but their careers are typically short-lived. This means that they need to carefully plan for their financial future so that they can have a secure retirement and provide for their families. Here are some of the key reasons why financial pla…
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Why Life Insurance and why you might need it! Season 2 Eps 11
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In this episode I give a high level overview of life insurance and why you might need it. How to buy it, and the difference between term and whole life.Bởi Davies Wealth Management
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How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10
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In this episode I talk about fixed index annuities and how I use them in my practice. Hopefully it gives you a little insight about them and maybe they are right for you?Bởi Davies Wealth Management
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Why Saving For Your Goals is Important! Season 2 Eps 9
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Today we chart out the process of saving for your goals, and what does this process look like.
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How to Building Successful and Passive Income: Season 2 Eps 8
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In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generating a steady stream of income with minimal effort is undeniably appealing. However, building a successful passive income strategy requires careful planning, dedication, and a willingness to adapt to changing market dy…
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How to Tax Plan, and Recent Market News: Season 2 EPS 7
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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 in a tax efficient manor.Bởi Davies Wealth Management
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How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6
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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 in stocks, bonds, real estate, etc...Bởi Davies Wealth Management
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How to Manage Credit Card Debt - Season 2 EPS 5
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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 accumulate quickly, and if not managed effectively, it can have a negative impact on your financial health. In this episode, we will discuss how to manage credit card debt effectively.…
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How to Invest like Warren Buffett, and Taxes: and Market News,
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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 investingBởi Davies Wealth Management
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Market Volatility Again, Retirement, Investment, and Market News
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This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..Bởi Davies Wealth Management
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Why Rollover your 401K or IRA? What to do? and what to look for?
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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 answered in this episode.Bởi Davies Wealth Management
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Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
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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 weekly overview of the markets, what's going on and some things to think about heading into the new year.Bởi Davies Wealth Management
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Health Insurance "Explained" Market News, End of Year Planning.
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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 you're laid off, or maybe your employer isn't giving you the best options! Michael Freese Licensed Insurance Agent USHEALTH Advisors 1011 Ives Dairy Rd, Suite 208 Miami, FL 33145 Cell: 612-965-2432 us…
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Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more
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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 portfolio, and more...Bởi Davies Wealth Management
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Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies
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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 the show. We will discuss natural and holistic medicine, and what are some of its benefits. Prof. Ahuva Gamliel Mibaso Holistic Health 4401 Sheridan St Suite #2 Inside Post Haste Pharmacy Hollywood, FL…
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Beneficiaries, TOD accounts, Estate Planning, and the latest market updates
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In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along with some market updates and what's going on in the financial world.Bởi Davies Wealth Management
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"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care
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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 get them paid for, and hot topics surrounding in-home care. As always discussing the markets, some current updates and a high level overview of life insurance and long term care.…
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"Medicare Explained" with special guest Roseann Birch & Retirement Income and Budgeting concepts with Thomas Davies
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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 budget in financial planning.Bởi Davies Wealth Management
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401K, Retirement, How can an advisor help
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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 can an advisor help you?Bởi Davies Wealth Management
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Asset Protection, and Market Volatility | Season 1 | Episode 4
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In this episode, we talk more about market volatility and asset protection. How to protect your digital assets, along with your portfolioBởi Davies Wealth Management
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Is market volatility a good thing? 401K and your retirement | Stuart, FL
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Get a high-level overview of what's happening in the markets, and how market volatility affects your portfolio and your 401K and retirement.Bởi Davies Wealth Management
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Market Volatility, Financial Planning, and Retirement
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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 give you some information to help you in your financial life.Bởi Davies Wealth Management
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Do I Need A Financial Advisor? Featuring Wealth Advisor Thomas Davies
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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 Advisor addresses this very question.Bởi Thomas
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April 12: People want answers on hepatitis A outbreak and slimy Florida critters make headlines
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Producers Dacia Johnson and Hannah Schwab get listeners caught up on the big headlines this week on TCPalm.Palm City man may be 3rd person to die from hepatitis A complications: http://bit.ly/2P3XyroSLC Sheriff: Deputy did not use excessive force in detaining 11-year-old: http://bit.ly/2UUwVKK17-foot female python with 73 eggs captured in Big Cypre…
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April 10: 'People are starved for information' on hepatitis A outbreak in Martin County
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TCPalm reporters and columnists are asking a lot of questions about the growing hepatitis A outbreak...but they aren't getting a lot of information from the Florida Department of Health in Martin County.Amid full-blown Hepatitis A outbreak, Health Department needs to step up: http://bit.ly/2KlP1RTHepatitis A in Martin County to date is equal to pas…
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April 5: Fake bomb threats, Make Lake O Great Again and hurricane predictions — oh my!
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Did you miss a big headline this week on TCPalm? Producers Dacia Johnson and Hannah Schwab can get you caught up.Police used fake bomb threat to install cameras in Robert Kraft sex spa case: http://bit.ly/2FO9sBEMar-a-Lago arrest: How security works at Trump club breached by Chinese woman with malware: http://bit.ly/2ViG64KTrump's MAGA hats inspire…
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March 29: Teachers packing, Trump speaking and tourists invading Florida amusement parks — oh my!
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Producers Dacia Johnson and Hannah Schwab talk headlines topping TCPalm this week.Florida bill to arm teachers advances — and maybe that's a good thing: http://bit.ly/2YxeMSrPresident Trump to visit Lake Okeechobee to tout work on dike repair, EAA reservoir: http://bit.ly/2OyXaRpTo Lake Okeechobee from Mar-a-Lago, Trump may see Everglades restorati…
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March 27: Algae in fish and algae in the air. So is it safe to go near the water?
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Environmental reporter Tyler Treadway explains what the most recent blue-green algae studies mean for residents and why the discharges haven't stopped yet.Bởi TCPalm | USA TODAY NETWORK
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