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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

25:55

Wealth Risk: Why HNW Investors Need a New Strategy

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/21

Send us Fan Mail **Why is your seven-figure portfolio following advice designed for average investors?** High-net-worth individuals face unique wealth management challenges that standard risk questionnaires simply don't address. Generic asset allocation models miss the real threats to your financial security—concentrated stock positions, tax inefficiency, and liquidity risks that could devastate your family's future.In this episode, we explore why traditional fiduciary approaches fail HNW i...

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23:54

Charitable Trusts: Tax Strategies for Wealthy Givers

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/16

Send us Fan Mail **What if you could support your favorite causes while securing lifetime income and slashing your tax bill?** That's the promise of charitable remainder trusts—one of the most powerful yet underutilized strategies in wealth management today. In this episode, we explore how high-net-worth individuals leverage CRTs to solve multiple financial challenges simultaneously. Whether you're sitting on concentrated stock, approaching a liquidity event, or simply want to maximize your ...

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24:44

Last-Minute Tax Moves for High Earners in April

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/14

Send us Fan Mail **Think your tax planning window closed on December 31st? Think again.**If you earn $500,000 or more annually, powerful tax strategies are still available to you right now—even in April. Most high-income earners assume the planning opportunity has passed, but that's simply not true. Several meaningful moves remain on the table between now and the filing deadline, and for individuals with complex financial lives, the savings can be substantial. The difference between mass-m...

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23:31

Fiduciary vs Broker: Which Protects Your Money?

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/09

Send us Fan Mail What separates a fiduciary advisor from a broker? The answer could save you thousands. In this episode we break down the 5 critical differences that determine whether your financial professional is legally required to act in your best interest. Learn the questions to ask, the red flags to watch for, and why fee-only fiduciary advice matters more than ever. Schedule a complimentary consultation at tdwealth.net. For educational purposes only. Not investment advice.✅ BOOK AN APP...

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21:00

Tax Changes Every Retiree Needs to Know in 2026

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/07

Send us Fan Mail **Are your retirement plans about to get upended by tax law?** The One Big Beautiful Bill Act is reshaping the tax landscape for retirees in 2026, and waiting until April could cost you thousands. If you live in Florida or rely on retirement income, these sweeping changes demand your attention now.In this episode, we break down seven critical tax provisions every retiree needs to understand before filing their 2026 return. From Social Security taxation to required minimum d...

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23:21

RSU Tax Planning: 7 Strategies for Tech Executives

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/04/02

Send us Fan Mail **Are you leaving thousands of dollars on the table with your RSU compensation?**Restricted stock units represent significant wealth-building opportunities for tech executives, yet most miss critical tax planning strategies. In this episode, we explore seven actionable approaches to optimize your RSU taxation and protect your long-term wealth.Florida-based executives enjoy unique advantages through the state's lack of income tax, but federal obligations still demand strategic...

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24:31

Roth Conversions for Florida Retirees: Tax-Free Wealth

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/31

Send us Fan Mail **What if you could move a fortune into tax-free retirement income without state taxes taking a cut?**Florida retirees have an extraordinary advantage that residents of high-tax states like California and New York simply don't enjoy. Roth conversions—a cornerstone of modern tax-planning strategy—become dramatically more powerful when there's no state income tax to reduce your wealth.In this episode, we break down why Roth conversion strategies matter more than ever for high-n...

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25:14

Tax-Smart Asset Location: Boost Your After-Tax Returns

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/27

Send us Fan Mail **Most investors obsess over what to buy, but ignore where to hold it — and that's costing them thousands.** Asset location strategies represent one of the most overlooked yet powerful tools for building after-tax wealth. In this episode, we break down why placing your investments strategically across taxable brokerage accounts, tax-deferred retirement accounts, and other structures can dramatically boost your after-tax returns. Learn how fee-only financial planning and prope...

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10:35

Business Succession: 7 Steps Florida Owners Need

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/26

Send us Fan Mail **What happens to your Florida business if you're not here tomorrow?** Most family-owned companies fail within two generations, but yours doesn't have to. In this episode, we explore the seven critical steps Florida business owners need to implement a solid succession plan. Discover how your state's unique tax advantages—no personal income tax or state estate tax—can work in your favor when structured correctly. We'll cover fiduciary responsibilities, wealth management strate...

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19:08

Social Security Optimization: 7 Strategies for...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/24

Send us Fan Mail In this episode of the 1715 Treasure Coast Financial Wellness Podcast, we explore proven Social Security optimization strategies specifically for high-income Florida couples. Learn about spousal benefit coordination, tax-efficient claiming strategies, and how to maximize your lifetime benefits as part of a comprehensive wealth management plan.Davies Wealth Management is a fee-only fiduciary RIA based in Stuart, Florida.For educational and informational purposes only. Not inve...

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21:50

Do I Need a Financial Advisor? 7 Signs It's Time to...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/19

Send us Fan Mail Managing your finances alone can feel overwhelming, especially when your life becomes more complex. In this episode, we break down seven clear signs that indicate you are ready for professional financial guidance. Whether you are facing major life changes, struggling with investment decisions, or simply lacking a comprehensive wealth strategy, knowing when to seek help is crucial. We explore how a financial advisor can simplify retirement planning, optimize your tax situation...

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12:39

How Much Does a Financial Advisor Cost? The Complete...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/18

Send us Fan Mail Are you considering hiring a financial advisor but unsure about the costs involved? In this podcast, we'll break down the fees associated with working with a financial advisor in 2026. From commission-based to fee-only advisors, we'll explore the different pricing models and what you can expect to pay. Whether you're looking to create a retirement plan, invest in the stock market, or simply get your finances in order, understanding the costs of a financial advisor is crucial....

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22:53

7 Proven Asset Location Strategies to Maximize...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/13

Send a text Discover the power of optimizing your investment portfolio with these 7 proven asset location strategies, designed to maximize your after-tax returns. Learn how to allocate your assets effectively, minimize taxes, and grow your wealth over time. Whether you're a seasoned investor or just starting out, this podcast will provide you with valuable insights and practical tips to help you make informed decisions about your investments. From tax-efficient retirement accounts to strategi...

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19:15

5 Wealth Management Strategies for Volatile Markets...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/09

Send a text Discover the shocking truth about the impact of rising oil prices on your financial future. As oil prices continue to fluctuate, one question on everyone's mind is: what happens to your money when oil hits $100? In this podcast, we'll explore the potential effects of soaring oil prices on the global economy, investments, and your personal wealth. From inflation and recession to opportunities for growth, we'll break down the complexities of the oil market and its far-reaching conse...

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24:34

7 Asset Allocation Strategies to Protect Your Wealth...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/06

Send a text Discover the ultimate guide to protecting your wealth in 2026 with expert-approved asset allocation strategies. Learn how to diversify your investments, minimize risk, and maximize returns in an ever-changing financial landscape. From stocks and bonds to real estate and commodities, get the inside scoop on the best asset allocation methods to secure your financial future. Whether you're a seasoned investor or just starting out, this podcast will provide you with the knowledge and ...

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22:45

The Florida Snowbird Tax Trap: Why Living Here Isn’t...

1715 Treasure Coast Financial Wellness with Thomas... ·

2026/03/04

Send a text Episode of The 1715 Treasure Coast Financial Wellness Podcast. Source: https://tdwealth.net/the-florida-snowbird-tax-trap-why-living-here-isnt-enough-to-satisfy-your-old-states-tax-auditor-2/For educational purposes only. Not investment advice. Davies Wealth Management is a fee-only fiduciary RIA in Stuart, Florida.✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG

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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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194 results

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