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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

22:03

Millionaires Are Creating TAXFREE Income Streams In...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/25

Send a text Discover the secret to creating tax-free income streams in retirement, as used by millionaires to secure their financial future. Learn how to build a sustainable and tax-efficient retirement plan, and explore the strategies that the wealthy use to minimize their tax liability and maximize their wealth. Find out how you can create a steady stream of tax-free income to enjoy your retirement without worrying about taxes. Get the inside scoop on the tax planning strategies that millio...

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23:10

NHL Pension Power Plays: Optimizing Retirement...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/21

Send a text Discover the lucrative pension plans available to NHL players in Florida, and how these plans can secure their financial futures. Learn about the benefits and advantages of retiring in the Sunshine State, and how NHL players can take advantage of these rich pension plans. Get the inside scoop on the financial perks of being an NHL player in Florida, and find out what makes the state an attractive destination for hockey players looking to plan their retirement. With its favorable t...

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17:49

Broker vs. Fiduciary: The Hidden Costs of Suitability...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/17

Send a text Discover the shocking truth about the hidden costs of working with a broker versus a fiduciary in this eye-opening podcast. Learn how to make informed decisions about your financial future and avoid costly mistakes. We'll delve into the differences between brokers and fiduciaries, exploring the potential fees, commissions, and conflicts of interest that can impact your investments. By the end of this podcast, you'll have a clearer understanding of what to look for when choosing a ...

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15:31

Separately Managed Accounts (SMAs) vs. Mutual Funds:...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/10

Send a text Discover the secret to better tax efficiency that wealthy families are now adopting - Separately Managed Accounts. In this podcast, we explore the benefits of switching to SMAs and how they can help high-net-worth individuals optimize their tax strategy. Learn how SMAs can provide more control, flexibility, and transparency over investment portfolios, leading to potential tax savings. Find out if Separately Managed Accounts are the right choice for your wealth management needs and...

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12:51

High-Net-Worth Divorce in Florida: Protecting Your...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/05

Send us a text Are you a high net worth individual going through a divorce in Florida and wondering what will happen to your business? In this podcast, we'll explore the complexities of dividing business assets in a high net worth divorce in Florida. From valuation methods to potential tax implications, we'll cover the key factors that can impact your business during a divorce. Whether you're a business owner, entrepreneur, or simply looking to protect your assets, this video will provide you...

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16:52

The 2026 Big-Box Breakup: Why Stuart Executives are...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/02/03

Send us a text Are Stuart executives making a mass exodus from big-box companies to independent Registered Investment Advisors (RIAs) in 2026? In this podcast, we explore the latest trends and insights on what's driving this potential shift. As the financial landscape continues to evolve, it's essential to stay informed about the changing preferences and priorities of top executives. Tune in to discover the potential benefits and drawbacks of this emerging trend and what it could mean for the...

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13:41

Maximizing the SECURE 2.0 Act in 2026: New Retirement...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/26

Send us a text Discover how the SECURE 2.0 Act impacts your retirement savings in 2026. The SECURE 2.0 Act brings significant changes to retirement planning, aiming to enhance savings opportunities and flexibility for individuals. In this podcast, we delve into the key provisions of the SECURE 2.0 Act, exploring how it affects required minimum distributions, catch-up contributions, and other retirement account rules. Understand the implications of these changes for your retirement strategy an...

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10:01

Tax-Loss Harvesting: Turning Market Volatility into...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/23

Send us a text Tax-loss harvesting is one of the most powerful — and misunderstood — strategies investors can use to reduce taxes and improve long-term returns. In this podcast, we break down how tax-loss harvesting works, who it’s best for, and how it can be used to offset capital gains, reduce taxable income, and improve overall portfolio efficiency — especially for investors approaching or already in retirement. You’ll learn: • What tax-loss harvesting is (in plain English) • How it can lo...

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14:50

Annuities Decoded: Pros, Cons, and Key Questions for...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/20

Send us a text Discover the top annuity products for 2026 and make informed decisions for your financial future. In this video, we'll explore the best annuities for shoppers, discussing their features, benefits, and potential drawbacks. Whether you're looking for guaranteed income, tax-deferred growth, or flexibility, we'll help you navigate the complex world of annuities and find the best fit for your needs. Learn about the different types of annuities, including fixed, variable, and indexed...

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15:28

Florida Transplants: Navigating Wealth Management...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/13

Send us a text 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 valu...

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11:55

Costly DIY Investing Mistakes (and How a Fiduciary...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/07

Send us a text 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 decision...

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11:49

Florida FRS Retirement System: Key Benefits Explained...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/04

Send us a text 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...

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12:21

The Florida Transplant's Guide to Wealth Management:...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/01/03

Send us a text 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 yo...

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12:56

Are DIY Investment Apps Dead? Why Stuart Investors...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/29

Send us a text 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...

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16:24

Retirement Planning Analysis: Why It Matters and How...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/23

Send us a text 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 fo...

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11:33

NHL Player Pensions Explained: What Athletes and...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/20

Send us a text 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-list...

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13:59

Florida Retirees' Guide: How Tax Law Changes Will...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/16

Send us a text 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 ...

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12:24

Winning Powerball on Florida's Treasure Coast: What...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/09

Send us a text 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...

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38:50

Medicare in 2026: What Florida Retirees Need to Know...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/09

Send us a text 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...

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11:40

What Is Wealth Management? A Plain English Guide for...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/06

Send us a text Discover the importance of wealth management for Florida families in this informative podcast. Learn how to protect and grow your assets, create a lasting legacy, and achieve financial peace of mind. Wealth management is more than just investing, it's a comprehensive approach to managing your financial life. From tax planning to estate planning, and from investment management to retirement planning, we'll explore the key components of wealth management and how they can benefit ...

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