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1715 Treasure Coast Financial Wellness with Thomas Davies 1715 Treasure Coast Financial Wellness with Thomas Davies Davies Wealth Management Accountancy Capital's Podcast Accountancy Capital's Podcast Adrian Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More. Sales POP! Podcasts: Insights from Top Experts in Sales, Marketing, Leadership & More. Sales POP! Trading Stocks Made Easy with Tyrone Jackson Trading Stocks Made Easy with Tyrone Jackson Tyrone Jackson Survive: Essentials for C-Store Assistant Managers Survive: Essentials for C-Store Assistant Managers C-Store Center Thrive: Leadership Skills for C-Store Managers Thrive: Leadership Skills for C-Store Managers C-Store Center DrinkUp Live Podcast DrinkUp Live Podcast Samuel Anderson Drive: Multi-Unit Excellence for C-Store District Managers Drive: Multi-Unit Excellence for C-Store District Managers C-Store Center Genial Podcast Genial Podcast Genial Investimentos Arrive: Strategy for Independent C-Store Owners Arrive: Strategy for Independent C-Store Owners C-Store Center Yaron Brook Show Yaron Brook Show Yaron Brook Answer Engine Optimization (AEO): The AI Search Podcast Answer Engine Optimization (AEO): The AI Search Podcast AEO Engine Voices of Liberty Voices of Liberty Young Americans For Liberty Top Entrepreneurs Podcast | Enterprise Podcast Network Top Entrepreneurs Podcast | Enterprise Podcast Network EPN Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Gut durch die Zeit. Der Podcast rund um Mediation, Konflikt-Coaching und Organisationsberatung. Dr. Sascha Weigel RealAg Radio – RealAgriculture RealAg Radio – RealAgriculture RealAgriculture Podcasts – RealAgriculture Podcasts – RealAgriculture RealAgriculture Kudlow Kudlow Fox News Podcasts Excess Returns Excess Returns Excess Returns The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC 25 MINUTER 25 MINUTER 25 Minuter Radical Personal Finance Radical Personal Finance Joshua Sheats Wenbin Fang's Podcast Playlist Wenbin Fang's Podcast Playlist Wenbin Fang / Listen Notes Bloomberg Daybreak: Asia Edition Bloomberg Daybreak: Asia Edition Bloomberg Alles Coin Nichts Muss Alles Coin Nichts Muss Florian Adomeit, Julius Nagel, Finance Forward, Podstars by OMR Sadhguru Deutsch Sadhguru Deutsch Sadhguru Deutsch The Zach Foust Show The Zach Foust Show Zachary Foust Business Insider: Round Table Podcast Business Insider: Round Table Podcast Business Insider: Round Table Podcast Autoblog News Autoblog News The Summit Red Deer Podcast The Summit Red Deer Podcast Summit Media Doppelgänger Doppelgänger Philipp Glöckler, Philipp Klöckner The Amanda Kaufman Show The Amanda Kaufman Show Amanda Kaufman World Business Report World Business Report BBC World Service Cost of Living Cost of Living CBC All-In with Chamath, Jason, Sacks & Friedberg All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC The Reluctant Entrepreneur Podcast The Reluctant Entrepreneur Podcast Mike Konrad Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts | Daily BTC Macro Signal Bitcoin News Alerts
1715 Treasure Coast Financial Wellness with Thomas Davies

Business

1715 Treasure Coast Financial Wellness with Thomas Davies

Davies Wealth Management

Social Security at 62, 67, or 70: Which Age Pays More?

July 03, 2026 1:00pm 19 min

Send us Fan MailWhat if claiming Social Security at the "right" time could mean $200,000 more in lifetime benefits — or less, depending on your situation? In this episode, we break down one of the most consequential deci...

Investing $2M+: 7 Portfolio Moves You Must Make in H2 2026

July 01, 2026 12:00pm 25 min

Send us Fan MailIs your $2M+ portfolio still built for an interest rate environment that no longer exists? In this episode, we break down seven critical portfolio moves high-net-worth investors should consider in the sec...

Estate Tax 2026: Protect $3M+ Before the Exemption Drops

June 29, 2026 7:00am 23 min

Send us Fan MailThe clock is ticking for high-net-worth families — and most don't realize how much is at stake. In this episode, we break down the looming 2026 estate tax exemption sunset and why waiting to act could cos...

Private Wealth vs. Wirehouse: Which Advisor Actually Serves You?

June 26, 2026 9:00am 22 min

Send us Fan MailAre you paying wirehouse prices for advice that was never designed for your wealth level? In this episode, we break down the real differences between private wealth management and the large national broke...

Roth Conversion Strategies: Cut Your Lifetime Tax Bill for Good

June 24, 2026 10:00am 25 min

Send us Fan MailAre you leaving thousands of dollars on the table by waiting too long to convert your retirement savings? In this episode, we dive deep into Roth conversion strategies that high-net-worth retirees can use...

Estate Tax Exemption Ends 2026: Protect Your Wealth Now

June 22, 2026 9:00am 24 min

Send us Fan MailAre you sitting on an estate worth between $7 and $28 million? Then the clock is ticking — and 2026 could cost your family millions. The estate tax exemption is currently $13.99 million per individual, bu...

Life Insurance & Estate Planning: Protect Your Family's Wealth

June 19, 2026 6:00am 23 min

Send us Fan MailWhat if your life insurance policy could eliminate your estate tax liability and build generational wealth that compounds tax-free for decades? In this episode, we dive deep into the intersection of life ...

Medicare Coverage Gaps: What Treasure Coast Retirees Must Know

June 17, 2026 9:00am 14 min

Send us Fan MailWhat if the biggest threat to your retirement savings isn't the stock market — it's a hospital bill? For Treasure Coast retirees in Stuart, Port St. Lucie, and surrounding Florida communities, Medicare co...

TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits

June 15, 2026 11:00am 20 min

Send us Fan MailThe clock is ticking — and for high-net-worth families, 2026 could be the most expensive year in a generation. When the Tax Cuts and Jobs Act sunsets on December 31, 2026, the federal estate tax exemption...

Market Corrections: 7 Proven Ways to Protect Your $1M+ Portfolio

June 12, 2026 8:00am 22 min

Send us Fan MailA 15% market drop on a $3 million portfolio means watching $450,000 vanish on paper — more than many families earn in years. So what separates investors who panic from those who profit? In this episode, w...

Save Thousands in Taxes: Asset Location Strategy

June 10, 2026 9:00am 24 min

Send us Fan Mail**Are you paying thousands more in taxes than necessary on your investments?** Most investors focus on what they own—their asset allocation—but overlook a critical strategy: where they hold those investme...

Estate Tax 2026: 7 Steps Before Year-End for Florida

June 08, 2026 7:00am 20 min

Send us Fan Mail**Your estate could face a 40% tax hit in just two years—unless you act now.** On December 31, 2026, the federal estate tax exemption drops from $13.61 million to approximately $7 million per person. For ...

Long-Term Care Planning: Protect Your Florida Wealth

June 05, 2026 6:00am 20 min

Send us Fan Mail**Will your legacy survive a long-term care crisis?** Most Florida families never consider this question until it's too late. In this episode, we explore the financial realities of long-term care planning...

Rebalance at Market Peaks: 5 Strategies for $2M+ Portfolios

June 03, 2026 9:00am 22 min

Send us Fan Mail**What happens to your retirement plan when the market hits all-time highs?** When equities surge, your carefully balanced 60/40 portfolio can drift to 70% or 75% stocks—a fundamentally different risk pro...

Medicare IRMAA Surcharges: 7 Strategies for 2026

June 01, 2026 6:00am 25 min

Send us Fan Mail**Are you unknowingly overpaying tens of thousands annually for Medicare?** Most high-net-worth retirees don't realize that exceeding certain income thresholds triggers IRMAA surcharges—potentially doubli...

Executive Retirement: Master Your RSUs & Stock Options

May 29, 2026 6:00am 21 min

Send us Fan Mail**What happens if you exercise your stock options at the wrong time?** For senior executives, that single decision could cost you hundreds of thousands in taxes. Executive retirement planning demands a co...

Private Wealth vs. Wirehouses: Which Advisor Wins?

May 27, 2026 9:00am 23 min

Send us Fan Mail**Is Your Wirehouse Advisor Actually Working in Your Best Interest?** If you have $1 million or more in investable assets, your wealth management relationship could impact your finances by six or seven fi...

Inherited IRA Rules 2026: 7 Must-Know Strategies

May 25, 2026 6:00am 23 min

Send us Fan Mail**Did you know the SECURE Act fundamentally changed how you inherit retirement accounts?** If you've recently inherited an IRA or expect to, this episode is essential listening. The inherited IRA rules en...

401k Rollover: 7 Hidden Costs You're Missing

May 22, 2026 9:00am 22 min

Send us Fan Mail**What if your 401k rollover is costing you thousands without you even knowing it?** If you've recently changed jobs, retired, or sold a business, your 401k rollover decision deserves immediate attention....

Life Insurance Estate Planning: 7 Strategies

May 20, 2026 6:00am 25 min

Send us Fan Mail**Are you unknowingly leaving millions to the IRS instead of your heirs?** Life insurance is far more than a death benefit—for high-net-worth families, it's one of the most powerful tax-efficient wealth t...

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