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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 entrepreneu ...
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TCPalm’s top Treasure Coast headlines in about 5 minutes to start your day. Hosted and reported by TCPalm staff. Available weekdays by 5 a.m.
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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 s…
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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 …
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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 pr…
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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 contributio…
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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…
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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 …
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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 p…
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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…
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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 financ…
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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 gu…
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Discover the shocking truth about financial advisors and their crucial role in helping you achieve your financial goals. In this eye-opening podcast, we delve into the responsibilities and impact of financial advisors in guiding you towards financial success. Learn why choosing the right advisor can make all the difference in reaching your goals an…
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Learn how to unlock your financial potential with fee-only wealth management in 2024. Discover the benefits of working with financial experts who prioritize your best interests without hidden fees or commissions. Take control of your financial future and make informed decisions to secure your wealth. Listen to find out how fee-only wealth managemen…
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Learn how to unleash your wealth potential with these effective strategies for 2024. In this video, we delve into key wealth management techniques that can help you optimize your financial growth and secure your future. Discover actionable steps to boost your income, invest wisely, and achieve financial freedom. Don't miss out on this opportunity t…
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Managing your wealth is a crucial aspect of securing your financial future. One of the key decisions in this process is choosing the right financial advisor. The importance of this choice cannot be overstated, as it directly impacts your financial well-being. A skilled and trustworthy advisor can provide invaluable guidance, helping you navigate co…
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Discover how financial planning is revolutionizing the sports industry for athletes as we delve into the future of sports in 2024. Learn how strategic financial management is reshaping the game for athletes and setting them up for long-term success both on and off the field. Stay ahead of the curve and explore the game-changing impact of financial …
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Learn the key strategies and techniques to achieve financial success through professional wealth management in this insightful podcast. Discover how to unlock your financial potential, make informed investment decisions, and secure your future with the guidance of experts in the field. Whether you are looking to grow your wealth, plan for retiremen…
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In this podcast, we delve into the importance of getting a financial advisor for effective asset management. Learn why having a professional by your side can help you make informed decisions, optimize your investments, and secure your financial future. Don't wait until it's too late - start working with a financial advisor now to ensure better asse…
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Looking to get rich quick? In this podcast, we explore how financial planning services can help you maximize your wealth. Learn how to make the most of your money and achieve your financial goals with effective financial planning strategies that actually work. Listen now to discover how you can secure your financial future and start building wealth…
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Looking to maximize your wealth and reduce risks in 2024? In this podcast, we will discuss smart money moves and effective wealth management strategies to help you achieve your financial goals. Learn how to minimize risk and make informed decisions to secure your financial future. Lissten now and take control of your finances! ✅ BOOK AN APPOINTMENT…
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In this podcast, we delve into the world of financial planning for early retirement specifically tailored for business owners. Join us as we debunk common myths surrounding lower taxes and provide valuable insights to help you achieve your early retirement goals. Discover key strategies and tips to optimize your finances and pave the way for a secu…
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In this podcast, we discuss the 5 key benefits of working with a financial advisor, highlighting why your financial advisor is your secret weapon when it comes to managing your finances effectively. From personalized financial planning to expert investment advice, learn how partnering with a financial advisor can help you achieve your financial goa…
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Join Davies Wealth Management as we delve into strategies to help you maximize your wealth at the Wealth Generation Stage in 2024. Learn valuable tips and insights on how to grow your wealth effectively and make the most of your financial resources. Watch now to take the next step towards securing your financial future! ✅ BOOK AN APPOINTMENT TODAY:…
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In this podcast, we will discuss the benefits and considerations of filing a tax extension for your taxes in 2024. Whether you're feeling overwhelmed or just need more time to gather your documents, understanding the process and implications of filing an extension can help you make an informed decision. Stay tuned to learn if filing a tax extension…
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In this podcast, we discuss the importance of financial advisors for NHL players looking to retire comfortably. We share tips on how to choose the right advisor and how they can help you secure your financial future post-retirement. Whether you're a current NHL player or planning for retirement in the future, this guide is essential for ensuring a …
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Are you an NHL hockey player looking for tips on how to manage your wealth effectively? In this video, we'll be sharing some top wealth management tips specifically tailored for professional hockey players. From budgeting and saving to investing and planning for the future, we've got you covered. Stay tuned to learn how to make the most of your har…
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In this podcast, we will discuss the benefits of fee-only wealth management and why it might be the right choice for you. Fee-only wealth management means that advisors are compensated solely by the fees paid by their clients, eliminating conflicts of interest and ensuring that their advice is always in the best interest of their clients. One of th…
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Personalizing wealth management is essential for achieving financial goals. In today's complex financial landscape, a one-size-fits-all approach simply won't cut it. Personalized wealth management takes into account your unique financial situation, goals, and risk tolerance to create a tailored plan that maximizes your chances of success. ✅ BOOK AN…
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When it comes to financial success, estate planning plays a crucial role. It involves creating a well-thought-out strategy for the distribution of assets and wealth after death. By implementing an effective estate plan, individuals can: Protect their hard-earned assets Minimize taxes Ensure their wishes are carried out ✅ BOOK AN APPOINTMENT TODAY: …
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Retirement planning is crucial for a secure financial future. It involves making strategic decisions about your finances to ensure a comfortable and worry-free retirement. In this blog post, we will provide valuable tips and insights to help you plan for retirement effectively. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointm…
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Fixed Index Annuities, or FIAs, are financial tools that blend the security of fixed annuities with the potential for market-linked growth. They can be a fascinating addition to your financial toolkit, particularly when aiming for a balance between stability and growth. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page…
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The Florida Retirement System (FRS) is a retirement system that many individuals in Florida rely on for their retirement planning. It offers different plans to help individuals save and invest for their future. One company that specializes in retirement planning, including FRS, is Davies Wealth Management. They have extensive expertise in helping i…
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Professional athletes in sports such as NHL, NFL, NBA, MLB, and MLS have the potential to earn significant amounts of money throughout their careers. Their contracts, endorsements, and prize money contribute to their high earning potential. However, it is crucial for professional athletes to manage and preserve this wealth for long-term financial s…
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Planning for retirement is crucial for financial security, and the FRS Pension Calculator is an invaluable tool in this process. As a resource for estimating your retirement benefits, it helps identify potential gaps in your savings and guides informed decisions. In tandem with professional assistance from Davies Wealth Management, you’ll be well-e…
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Bitcoin ETFs are rapidly gaining popularity among investors due to several factors. First and foremost, there is an increased interest in cryptocurrency investments, as the digital asset class continues to grow and mature. As more individuals become aware of the potential opportunities and benefits of investing in cryptocurrencies, they are seeking…
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Welcome to "1715 Treasure Coast Financial wellness podcast," your go-to podcast for unlocking the power of financial success and demystifying the role of a wealth advisor. Join us on a journey where we explore the crucial reasons why you need a wealth advisor and provide actionable insights on how to initiate your financial journey. In each episode…
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Estate Planning: It's for everyone! Hear from an Estate Planning Attorney on our latest episode
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Introduction: Welcome back to another episode of "1715 Treasure Coast Financial Wellness Podcast." Today, we have a distinguished guest with a wealth of expertise in the realm of estate planning. Our guest is none other than Geoffrey Langbart, a seasoned estate planning attorney dedicated to helping individuals and families safeguard their legacies…
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How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes
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Why Financial Planning is Important for Professional Athletes Professional athletes often earn a high income, but their careers are typically short-lived. This means that they need to carefully plan for their financial future so that they can have a secure retirement and provide for their families. Here are some of the key reasons why financial pla…
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In this episode I give a high level overview of life insurance and why you might need it. How to buy it, and the difference between term and whole life. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/art…
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In this episode I talk about fixed index annuities and how I use them in my practice. Hopefully it gives you a little insight about them and maybe they are right for you? ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https:…
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Today we chart out the process of saving for your goals, and what does this process look like. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It …
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In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generating a steady stream of income with minimal effort is undeniably appealing. However, building a successful passive income strategy requires careful planning, dedication, and a willingness to adapt to changing market dy…
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In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your doing things in a tax efficient manor. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: ht…
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In this episode asset allocation is the topic on why it's not good to put all your eggs into one basket. This hold true as a business owner, investor in stocks, bonds, real estate, etc... ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST B…
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Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit card debt can accumulate quickly, and if not managed effectively, it can have a negative impact on your financial health. In this episode, we will discuss how to manage credit card debt effectively. ✅ BOOK AN APPOI…
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In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role taxes play in investing ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net…
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This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more.. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like…
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What to do with your 401K or IRA and the decision to roll it over to a financial professional and some things to consider. These questions are answered in this episode. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://…
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We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here is a brief weekly overview of the markets, what's going on and some things to think about heading into the new year. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page ==================…
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In this episode, I have special guest Michael Freese from US Health Advisors. We go into the latest trends in health care insurance and what to do if you're laid off, or maybe your employer isn't giving you the best options! Michael Freese Licensed Insurance Agent USHEALTH Advisors 1011 Ives Dairy Rd, Suite 208 Miami, FL 33145 Cell: 612-965-2432 us…
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In this hurricane edition, I talked about the weekly news of what went on this week in the markets. Some ideas that you may want to add into your portfolio, and more... ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://…
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