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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

29:10

How to Create a Financial Plan for Your Business

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/19

Send us a text Creating a financial roadmap is crucial for business success, as it helps entrepreneurs and small business owners make informed decisions, allocate resources effectively, and achieve their long-term goals. In this video, we'll show you how to create a comprehensive financial roadmap that will take your business to the next level. From setting financial objectives to identifying key performance indicators, we'll cover it all. Whether you're just starting out or looking to scale ...

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15:58

How to Plan Retirement for High Net Worth Individuals

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/18

Send us a text Are you a high net worth individual looking to secure your financial future? In this podcast, we'll show you how to make retirement planning easy and stress-free. From maximizing your investments to minimizing taxes, we'll cover everything you need to know to create a comfortable and sustainable retirement. Whether you're just starting to plan or already nearing retirement age, this podcast is packed with expert advice and actionable tips to help you achieve your retirement goa...

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18:04

WOMEN Take Control of Your Finances in 2025!

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/15

Send us a text Take control of your financial future in 2025! In this podcast, we'll empower women to break free from financial stress and build a secure future. Learn how to create a budget, invest wisely, and make smart money decisions that align with your goals. Say goodbye to financial anxiety and hello to financial freedom! Whether you're a stay-at-home mom or a career woman, this podcast is for you. So, sit back, relax, and get ready to take control of your finances once and for all! ✅ ...

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11:16

GET Financially Ahead as a Young Adult NOW!

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/11

Send us a text Are you tired of living paycheck to paycheck and want to get financially ahead as a young adult? This podcast is for you! Learn the essential tips and strategies to take control of your finances, pay off debt, and start building wealth. From creating a budget that actually works to investing in your future, we'll cover it all. Take the first step towards financial freedom and listen now! ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page ==========...

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18:57

NHL Player Pension Explained

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/07

Send us a text Discover the ins and outs of the NHL player pension plan, including how it works, its benefits, and what players can expect after retiring from professional hockey. Get an in-depth look at the financial security and perks that come with being a part of the National Hockey League. Learn about the pension plan's history, its current structure, and how it compares to other professional sports leagues. Whether you're a die-hard hockey fan or just curious about the financial side of...

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11:57

What Makes a GREAT Financial Planner for Estate...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/07

Send us a text Discover the key characteristics of a great financial planner for estate planning in this informative podcast. Learn how to identify the best professional to help you manage your assets, create a lasting legacy, and achieve your long-term financial goals. Whether you're looking to create a will, establish a trust, or plan for retirement, a skilled financial planner can make all the difference. Find out what makes a financial planner exceptional and how they can help you navigat...

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18:15

WEALTHY People Use These Financial Planning Strategies?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/04

Send us a text Discover the financial planning strategies used by wealthy individuals to manage and grow their wealth. Learn how to create a personalized financial plan, invest wisely, and build a secure financial future. This podcast reveals the secrets of wealthy people's financial planning, from budgeting and saving to investing and tax optimization. Get insights into the habits and mindset of high net worth individuals and learn how to apply these strategies to your own financial life. Wh...

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30:43

RETIREES, Boost Your Savings With These Smart...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/03

Send us a text Are you a retiree looking to boost your savings and secure your financial future? In this pocast, we'll share smart investment moves that can help you grow your wealth and achieve your retirement goals. From diversifying your portfolio to maximizing your returns, we'll cover it all. Whether you're a seasoned investor or just starting out, you'll learn actionable tips and strategies to make the most of your hard-earned savings. So, what are you waiting for? Watch now and start b...

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14:28

Are You READY FOR THE NEW Retirement Planning Landscape?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/03

Send us a text Get ready to navigate the new retirement planning landscape! In this podcast, we'll explore the latest changes and trends that are shaping the future of retirement planning. From updated tax laws to innovative investment strategies, we'll dive into the key factors that will impact your golden years. Whether you're just starting to plan for retirement or already enjoying your post-work life, this podcast will provide you with the insights and expert advice you need to thrive in ...

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11:03

What to Ask Your Financial Advisor Before Handing...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/03

Send us a text Are you considering hiring a financial advisor to manage your hard-earned money? Before handing over your finances, it's essential to ask the right questions to ensure you're making an informed decision. In this video, we'll cover the crucial questions to ask your financial advisor to guarantee your money is in good hands. From understanding their investment strategies to learning about their fees and credentials, we'll dive into the must-know topics to discuss before entrustin...

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20:25

How to Optimize Your IRA Investment Strategy

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/02

Send us a text Are you tired of mediocre returns on your IRA investments? Learn how to maximize your Individual Retirement Account (IRA) investments today and secure your financial future! In this video, we'll share expert tips and strategies to help you grow your IRA portfolio, minimize taxes, and achieve your long-term financial goals. Whether you're a seasoned investor or just starting out, this podcast is packed with actionable advice to help you make the most of your IRA investments. So,...

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24:39

How to Master Financial Planning as a Couple

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/01

Send us a text Are you tired of financial stress and disagreements with your partner? Getting your finances on track can be a game-changer for your relationship and overall well-being. In this podcast, we'll share practical tips and strategies to help couples manage their finances effectively, communicate about money, and achieve financial goals together. From budgeting and saving to investing and debt management, we'll cover it all. Get ready to take control of your finances and strengthen y...

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22:46

How to Create a Solid Financial Plan

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/01

Send us a text Take control of your financial well-being and start building a rock-solid financial future today! In this podcast, we'll share expert tips and strategies to help you create a stable financial foundation, achieve your long-term goals, and secure your financial freedom. From budgeting and saving to investing and managing debt, we'll cover it all. Don't let financial uncertainty hold you back any longer - watch now and start building the financial future you deserve! ✅ BOOK AN APP...

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5:23

Mastering Financial Planning One Stage at a Time?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/02/01

Send us a text Are you tired of feeling overwhelmed by your finances? Do you dream of achieving financial freedom but don't know where to start? In this podcast, we'll break down the process of mastering financial planning into manageable stages. From creating a budget to investing in your future, we'll cover it all. Follow along as we take it one step at a time and learn how to take control of your financial destiny. Whether you're just starting out or looking to improve your current financi...

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5:38

The Power of Investing in Stocks: 5 Key Advantages

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/29

Send us a textAre you curious about the benefits of investing in stocks? In this podcast, we uncover the top 5 reasons why investing in stocks is a smart choice for your financial future. From building wealth over time to enjoying passive income, stocks can be a powerful tool in your investment strategy. Whether you're a beginner or looking to enhance your portfolio, this video will provide valuable insights into the stock market. Join us as we explore the potential for growth, diversificatio...

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5:44

RETIREMENT READY: Invest Smart Based on Your Age?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/26

Are you on track to achieving your retirement goals? Investing smartly based on your age can make all the difference. In this video, we'll explore the best investment strategies for different age groups, from your 20s to your 60s. Whether you're just starting out or nearing retirement, learn how to create a personalized investment plan that works for you. Discover the most effective ways to grow your wealth, minimize risk, and secure your financial future. Get ready to take control of your re...

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5:43

Kickstart Your Financial Freedom Now!

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/24

Are you tired of living paycheck to paycheck? Do you dream of financial freedom and security? In this podcast, we'll show you how to kickstart your journey to financial independence and start building the life you've always wanted. From creating a budget that actually works to investing in your future, we'll cover the essential steps to take control of your finances and start achieving your goals. Whether you're just starting out or looking to take your finances to the next level, this podcas...

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5:37

CREATE Your Dream Retirement with Effective...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/24

Are you tired of living paycheck to paycheck and dreaming of a secure financial future? Learn how to create your dream retirement with effective investment strategies that will help you achieve financial freedom. In this podcast, we'll share expert tips and strategies on how to invest wisely, grow your wealth, and secure your retirement. From understanding risk management to diversifying your portfolio, we'll cover it all. Take control of your financial future and start building the retiremen...

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5:25

How to Master the Three Key Components of Financial...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/24

Are you tired of living paycheck to paycheck and want to take control of your financial future? In this podcast, we'll reveal the 3 essential components you need to master to achieve financial freedom. From creating a budget that actually works for you to building a safety net and making smart investments, we'll dive into the practical strategies and mindset shifts you need to make to secure your financial future. Whether you're just starting out or looking to level up your financial game, th...

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12:51

Start Investing NOW with These Simple Strategies for...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/01/13

New to investing? Start building wealth today! In this podcast, we'll break down simple investment strategies perfect for beginners. From understanding your financial goals to diversifying your portfolio, we'll cover it all. Learn how to start investing with confidence and set yourself up for long-term financial success. Whether you're looking to invest in stocks, real estate, or something else, this video is the perfect starting point. So, what are you waiting for? Start investing now and ta...

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169 results

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