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...
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Florida Transplants: Navigating Wealth Management After the Move
<p>Send us a text</p><p>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 financial situation. In this podcast, we'll cover key considerations for Florida transplants, including tax implications, estate planning, and investment strategies. Whether you're retiring in Florida or starting a new career, we'll provide valuable insights to help you make informed decisions about your wealth. From understanding Florida's homestead exemption to maximizing your retirement savings...
Costly DIY Investing Mistakes (and How a Fiduciary Financial Advisor Adds Value)
<p>Send us a text</p><p>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. Learn how to avoid these expensive mistakes and take control of your financial future. Whether you're a seasoned investor or just starting out, this video will provide you with valuable insights to help you make informed investment decisions and maximize your returns. By understanding the most expensive DIY investing mistakes, you can protect your wealth and achieve your...
Florida FRS Retirement System: Key Benefits Explained for State Employees and Educators
<p>Send us a text</p><p>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, providing valuable insights for those looking to understand their benefits better. Whether you're a current state employee or considering a career in the public sector, this video is designed to inform and educate on the key aspects of the Florida FRS Retirement System. Learn about the financial security, retirement options, and other benefits...
The Florida Transplant's Guide to Wealth Management: 10 Things You Should Know Before Year-End
<p>Send us a text</p><p>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 who have recently relocated to Florida. From tax implications to investment opportunities, we'll cover the essential information you need to know to make informed decisions about your financial future. Whether you're looking to protect your assets, grow your wealth, or simply navigate the complexities of Florida's financial landscape, this podcast is designed to provide you with valuable...
Are DIY Investment Apps Dead? Why Stuart Investors Are Switching to Professional Advisors
<p>Send us a text</p><p>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 state of DIY investment apps and discuss whether they're still a viable option for investors. From commission-free trading to advanced portfolio management tools, we'll examine the features and benefits of DIY investment apps and determine if they're still worth considering. Whether you're a seasoned investor or just starting out, this podcast will...
Retirement Planning Analysis: Why It Matters and How to Get Started (2026 Update)
<p>Send us a text</p><p>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 the finish line, it's essential to have a clear plan in place to ensure you can live comfortably and achieve your goals. We'll discuss key considerations, strategies, and tips to help you create a personalized retirement plan that works for you. Tune in to learn more about building a secure and prosperous retirement, and...
NHL Player Pensions Explained: What Athletes and Their Families Should Know
<p>Send us a text</p><p>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 should know to secure their financial futures. From the amount of money players can expect to receive to the eligibility requirements, we cover it all. Whether you're an aspiring NHL player or simply a hockey fan, this video is a must-listen for anyone interested in the business side of professional sports. Learn how...
Florida Retirees' Guide: How Tax Law Changes Will Impact Your Retirement Income (2025 Update)
<p>Send us a text</p><p>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 key updates and how they impact your financial situation, from deductions and exemptions to tax credits and more. Get expert insights and stay ahead of the curve with the latest information on 2025 tax law changes. Whether you're looking to minimize your tax liability or make the most of your retirement income, this podcast provides valuable guidance and...
Winning Powerball on Florida's Treasure Coast: What to Do Next
<p>Send us a text</p><p>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 locations in the country. From the stunning beaches to the vibrant culture, find out how winning big on the Powerball can unlock a world of luxury and freedom. Get ready to dive into the world of big wins and dream destinations. Whether you're a lottery enthusiast or just looking for inspiration, this podcast is for you. Learn...
Medicare in 2026: What Florida Retirees Need to Know About Upcoming Changes
<p>Send us a text</p><p>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 parts of Medicare, including Part A, Part B, Part C, and Part D, to learning about potential changes in premiums, deductibles, and coverage, we've got you covered. Whether you're already enrolled in Medicare or planning to enroll soon, this podcast will help you make informed decisions about your healthcare. Stay ahead of the curve and ensure...
