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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

11:55

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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35:16

The Great Wealth Transfer Secrets Revealed: What...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/12/04

Send us a text Discover the hidden wealth transfer secrets that high net worth families don't want you to know. Learn how to protect and preserve your wealth for generations to come. From tax-efficient strategies to clever investment techniques, this podcast reveals the insider knowledge that the wealthy use to maintain their fortunes. Get ready to uncover the secrets that will change the way you think about wealth transfer and secure your family's financial future. Whether you're looking to ...

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13:59

Are You Ready for a 40-Year Retirement? 7 Planning...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/24

Send us a text Discover the ultimate 40-year retirement plan that actually works. Get ready to secure your financial future with a proven strategy that will guide you through the next four decades. Learn how to create a sustainable retirement plan, avoid common pitfalls, and make the most of your golden years. This podcast will provide you with a comprehensive roadmap to achieve your long-term financial goals and enjoy a stress-free retirement. Whether you're just starting out or nearing reti...

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14:37

7 Mistakes You're Making with 2025 Tax Changes (and...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/19

Send us a text Discover the most common and costly tax mistakes to avoid in 2025. In this podcast, we'll reveal the biggest tax errors that could be draining your wallet, and provide you with expert advice on how to steer clear of them. From overlooked deductions to incorrect filings, we'll cover it all to ensure you're not leaving money on the table. Learn how to maximize your tax refund and minimize your tax liability by avoiding these costly mistakes. Whether you're a seasoned taxpayer or ...

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29:20

7 Estate Planning Mistakes Florida Families Are...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/17

Send us a text Are you one of the many Florida families making critical estate planning mistakes that could put your loved ones at risk? In this informative podast, we'll reveal the 7 big estate planning mistakes that Florida families are making in 2025. From outdated wills and trusts to inadequate guardianship designations, we'll cover the most common errors that can lead to financial losses, family conflicts, and even legal battles. Watch to learn how to protect your assets, ensure your wis...

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46:37

Estate Planning Week: Why Florida Families Need to...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/12

Send us a text Discover the importance of expert estate planning for Florida families and learn how to protect your loved ones' future. Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes and that your family is taken care of. In this podcast, we will discuss the key elements of estate planning in Florida, including wills, trusts, and powers of attorney. You will learn how to create a comprehensive estate plan that meets your unique needs an...

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32:40

Estate Tax Secrets Revealed: What Florida Families...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/07

Send us a text As the year 2025 comes to a close, Florida families need to be aware of the crucial details surrounding estate tax to ensure they are prepared for any changes that may affect their assets and financial legacy. Estate tax can be complex and often misunderstood, but understanding its implications is vital for protecting one's estate. In this podcast, we delve into the essential information that Florida families must know about estate tax before 2025 ends, covering topics such as ...

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32:19

Are Your Retirement Savings Safe From Market...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/07

Send us a text Is your retirement savings at risk due to market volatility? With the ever-changing market conditions, it's natural to worry about the security of your hard-earned savings. In this podcast, we'll explore the potential impact of market volatility on retirement savings and discuss strategies to help you protect your nest egg. Whether you're nearing retirement or just starting to plan, this podcast will provide you with valuable insights and tips to ensure your retirement savings ...

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33:32

Professional Athletes' Wealth Management: How Stuart...

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/11/01

Send us a text Discover the secret to securing million-dollar contracts with the help of expert advisors from Stuart, FL. In this podcast, we'll delve into the world of wealthy athletes and explore how they rely on top-notch advisors to navigate the complex world of high-stakes sports contracts. From negotiating lucrative deals to managing finances, these advisors play a crucial role in ensuring their clients' financial success. Learn how expert advisors from Stuart, FL, can help athletes mak...

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19:38

Are You Truly Prepared to Retire in Stuart?

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/10/23

Send us a text Discover the ultimate retirement destination in Stuart, Florida. Are you ready to enjoy your golden years in a beautiful and relaxing environment? This podcast explores the best of Stuart, from its stunning beaches to its vibrant community, and shows you why it's the perfect place to call home in retirement. Learn about the local lifestyle, amenities, and activities that make Stuart an ideal spot for retirees. Get ready to enjoy your retirement in Stuart and make the most of th...

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31:12

Managing Your Digital Wealth in Stuart, FL

1715 Treasure Coast Financial Wellness with Thomas... ·

2025/10/16

Send us a text Discover the secrets to building a robust digital wealth strategy in Stuart, FL. Learn how to protect and grow your online assets, and stay ahead of the curve in today's fast-paced digital landscape. Whether you're a seasoned investor or just starting out, this podcast will provide you with valuable insights and tips on how to create a comprehensive digital wealth plan tailored to your needs. From cybersecurity to online investing, we'll cover it all, so you can make informed d...

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168 results

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