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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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.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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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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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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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
17:13
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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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.Davies Wealth Management
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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?Davies Wealth Management
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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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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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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.Davies Wealth Management
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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...Davies Wealth Management
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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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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 investingDavies Wealth Management
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This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..Davies Wealth Management
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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.Davies Wealth Management
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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.Davies Wealth Management
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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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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...Davies Wealth Management
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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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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.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.Davies Wealth Management
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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?Davies Wealth Management
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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 portfolioDavies Wealth Management
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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.Davies Wealth Management
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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.Davies Wealth Management
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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.Thomas
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