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PODCAST

1715 Treasure Coast Financial Wellness with Thomas Davies

Davies Wealth Management

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

business investing

All Episodes

11:36

What Is the Overall Objective of Financial Planning?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/10

Are you tired of feeling uncertain about your financial future? Do you want to take control of your money and achieve your long-term goals? Financial planning is often misunderstood as just creating a budget or investing in stocks, but it's so much more than that! In this video, we'll dive into what financial planning REALLY is, and how it can help you create a secure and prosperous financial future. From understanding your financial values and goals, to creating a personalized plan that work...

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11:19

Understanding Fiduciary Financial Planning

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/12/18

Are you tired of feeling overwhelmed by financial planning? Do you want to take control of your financial future and make informed decisions about your money? Mastering fiduciary financial planning doesn't have to be complicated! In this podcast, we'll break down the basics of fiduciary financial planning and provide you with actionable tips and strategies to make it easy to understand and implement. From understanding your financial goals to creating a personalized plan, we'll cover it all. ...

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9:57

Disadvantages of Financial Planning: What to Consider

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/12/04

Are you tired of feeling stuck and unable to achieve your financial goals? Do you dream of financial freedom, but don't know where to start? In this podcast, we'll explore the common obstacles that hold people back from achieving their financial objectives and provide you with practical tips and strategies to overcome them. From breaking free from debt to building wealth, we'll dive into the mindset shifts and habits required to take control of your financial future. So, if you're ready to id...

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12:41

What's NEXT for Wealth Management in 2025?

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/11/02

Join the conversation as we explore the future of wealth management in 2025! In this Podcast, we'll dive into the latest trends, innovations, and predictions shaping the industry. From AI-powered investment tools to sustainable investing, we'll cover it all. Whether you're a financial advisor, investor, or simply interested in staying ahead of the curve, this podcast is for you. Get ready to discover what's next for wealth management and how you can stay ahead of the game. Tune in now and joi...

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11:34

What's the REAL Cost of Hiring a Financial Advisor?

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/25

Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcast, we dive into the real costs associated with hiring a financial advisor, from commissions and fees to the potential long-term benefits. From understanding the different types of financial advisors and their pricing structures, to the pros and cons of hiring a professional to manage your finances, we'll give you the inside scoop on what you can expect to pay ...

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11:25

Tax-Efficient Investing in Retirement: Key Strategies

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/22

Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with tax-efficient investing strategies in this podcast! Discover the secrets to minimizing taxes and maximizing your nest egg, so you can enjoy a worry-free retirement. From understanding tax implications to optimizing your investment portfolio, we'll cover it all. Take control of your financial future and start building a tax-efficient retirement plan today!✅ BOO...

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14:05

How To Retire In Florida

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/12

Are you dreaming of retiring in the sunny state of Florida? Look no further! In this comprehensive video guide, "How To Retire In Florida (2024 STEP-BY-STEP GUIDE)", we break down everything you need to know to make your retirement dreams a reality. From choosing the right location and understanding the cost of living to navigating healthcare options and finding the best activities to enjoy during your golden years, we've got you covered! Join us as we explore:- The best cities for retir...

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23:37

"I Hate My Financial Advisor" Here's How To Find One!

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/08

Are you feeling frustrated with your financial advisor? You’re not alone! In this podcast, we dive into the common reasons why many people feel dissatisfied with their financial advisors and provide you with essential tips on how to find a GOOD one. Discover the key qualities to look for, the questions you should ask, and the red flags to avoid when selecting a financial professional. Whether you're investing for retirement, saving for a home, or simply trying to manage your finances better, ...

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25:53

How To Position Your Portfolio For The Upcoming Election

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/02

In this insightful podcast, we delve into effective strategies for positioning your investment portfolio ahead of the upcoming election. With political shifts influencing market trends, it's crucial to understand how to navigate these changes to safeguard and potentially enhance your financial future. Join us as we explore:- The impact of election outcomes on various sectors- Key indicators to watch for before and after the election- Strategies for diversification to mitigate risks- Hist...

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26:06

Trustworthy Guidance from a Reliable Financial Advisor

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/10/01

Are you ready to unlock the secrets to financial success in 2024? In this podcast, we reveal how to get help of the best financial advisor. Learn essential tips and strategies that will set you on the path to financial freedom. Discover investment opportunities, wealth-building techniques, and expert advice tailored for today’s financial landscape. Whether you're new to investing or looking to optimize your current portfolio, this video is your ultimate guide. Don’t miss out on the chance to ...

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24:10

Financial Planning Strategies for Athletes: Secure...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/09/26

In this essential podcast, "Financial Planning for Athletes: Secure Your Future (2024)", we dive deep into the crucial financial strategies that every athlete needs to consider for a prosperous future. Whether you're a seasoned professional or just starting out in your athletic career, understanding how to manage your finances is key to long-term success. We cover topics such as budgeting, investing, tax strategies, and retirement planning tailored specifically for athletes. Learn how to...

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24:26

Maximize Your Wealth: How to Benefit from Fee-Only...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/09/07

In this podcast, we dive deep into the world of fee-only wealth management and how it can help you build wealth in 2024. Discover the advantages of choosing a fee-only advisor over traditional commission-based financial planners, including transparency, trust, and tailored financial strategies. We will explore proven techniques and strategies that can set you on the path to financial independence. Learn how to identify the right fee-only advisor for your needs, the importance of personal...

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24:10

Retirement Planning Tips for a Secure Future (2024)

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/09/03

Are you ready to secure your financial future? In this podcast, "Retirement Planning Tips for a Secure Future (2024)," we provide you with essential strategies to help you effectively plan for retirement. Whether you're just starting your career or approaching retirement age, these tips will guide you through the process of building a stable and prosperous retirement.Join us as we cover important topics including:- Understanding different retirement accounts (401(k), IRA, Roth IRA)- The impor...

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27:10

401k Tips for High Earners!

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/08/23

Are you a high earner looking to maximize your 401k contributions? In this podcast, we dive into essential 401k tips specifically designed for individuals with high incomes. Learn about strategies to effectively boost your retirement savings while taking advantage of tax benefits. We’ll cover topics such as contribution limits, catch-up contributions, and the importance of employer matches. Discover the best investment options within your 401k and how to diversify your portfolio for optimal g...

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29:54

How to Achieve Financial Freedom through Effective...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/08/19

Are you ready to take control of your finances and achieve the financial freedom you've always dreamed of? In this video, "How to Achieve Financial Freedom through Effective Planning in 2024," we will guide you through essential strategies and actionable steps to help you reach your financial goals. Join us as we explore the importance of budgeting, saving, investing, and setting realistic financial goals. Learn how to create a personalized financial plan that aligns with your lifestyle ...

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11:35

The Importance of Financial Planning: Creating New...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/08/12

Discover why financial planning is a game changer for your future in our latest video, "Why Financial Planning is a Game Changer for Your Future." In this insightful episode, we delve into the critical importance of effective financial planning and how it can open up new opportunities for you. Learn how setting clear financial goals, managing your budget, and investing wisely can lead to long-term financial security and success. We discuss the various aspects of financial planning, inclu...

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24:57

Navigating Market Volatility - Financial Advice for...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/08/05

In this podcast, "Navigating Market Volatility - Financial Advice for Uncertain Times (2024)," we delve into the challenges posed by market fluctuations and provide practical strategies to help you thrive amidst uncertainty. Whether you're an experienced investor or just starting out, understanding how to navigate market volatility is crucial for protecting your assets and making informed decisions.Join us as we discuss key topics, including:- The causes and effects of market volatility in 20...

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25:17

Navigating Financial Uncertainty: Expert Advice from...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/08/02

In today's unpredictable economy, having the right financial guidance is more crucial than ever. In this video, we delve into expert financial advice tailored for uncertain times. Join our seasoned financial advisor as they share valuable insights on how to navigate financial instability, manage investments wisely, and safeguard your assets against market fluctuations.Discover practical tips for budgeting, emergency funds, and long-term financial planning that can help you weather any storm. ...

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22:17

Financial Advisory Services in Stuart FL: Unlock...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/07/25

Looking for the best financial advisor in Stuart, FL to guide you towards financial freedom? Look no further! Our financial advisory services in Stuart, FL are tailored to help you achieve your financial goals and secure your future. Watch this video to learn how our expert advisors can be your key to financial success. Start your journey to financial freedom today!✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page ================================================...

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22:11

Wealth Management: Achieve Financial Success with...

1715 Treasure Coast Financial Wellness with Thomas... ·

2024/07/24

Learn how to achieve financial success through expert wealth management in this informative podcast. Discover valuable tips and advice from seasoned professionals that can help you effectively grow and protect your wealth. Whether you're new to investing or looking to optimize your current financial strategy, this video will provide you with the guidance you need to secure a prosperous future. Don't miss out on this essential information to take control of your finances and work towards a bri...

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169 results

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