Podcast Index

Podcasts

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1715 Treasure Coast Financial Wellness with Thomas Davies 1715 Treasure Coast Financial Wellness with Thomas Davies Davies Wealth Management Zaran the Gardener, planting seeds of & nourishing our Soul with mindfulness Zaran the Gardener, planting seeds of & nourishing our Soul with mindfulness Zaran the Gardener Mother Daughter Relationship Show Mother Daughter Relationship Show Brittney Scott That Home Loan Hub That Home Loan Hub Zebunisso Alimova Seventy3 Seventy3 任雨山 Einschlafen mit Biografien Einschlafen mit Biografien Schønlein Media Rambam Yomi Rambam Yomi Rabbi Dov Winston The SeedPod for Kids by Starting With Jesus The SeedPod for Kids by Starting With Jesus Starting with Jesus Arroe Collins The Choice The Silent Wolf Arroe Collins The Choice The Silent Wolf Arroe Collins Your Golf Performance Podcast Your Golf Performance Podcast Brent Dale Bcaucus Bcaucus Satoshi Design AudioCuentos AudioCuentos Marta RD UALMedia Rádio UALMedia Rádio UALMedia Rádio Yoga Therapy Hour with Amy Wheeler Yoga Therapy Hour with Amy Wheeler Amy Wheeler Off Grid Christianity Off Grid Christianity Access Radio Programming Tech Brief By HackerNoon Programming Tech Brief By HackerNoon HackerNoon Life Hacking Tech Brief By HackerNoon Life Hacking Tech Brief By HackerNoon HackerNoon Irreverent Health Irreverent Health Tom Ingegno and Matt Hampton 歡樂下課趣 歡樂下課趣 遠東福音會 I Don't Have Enough FAITH to Be an ATHEIST I Don't Have Enough FAITH to Be an ATHEIST Dr. Frank Turek Talking Tech w/ Wayne Talking Tech w/ Wayne Wayne Hunter Healing TRAUMA Healing TRAUMA Kimberly's Hope LLC AI Security Ops AI Security Ops Black Hills Information Security Intuitive Coaching with Amy Radio Intuitive Coaching with Amy Radio Amy Yancy Nadia Coates: CSA 'On-the-Go' (for Nadia.coates@yahoo.co.uk only) [free version; no premium access] Nadia Coates: CSA 'On-the-Go' (for [email protected] only) [free version; no premium access] Dr Aman Arora for Nadia Coates ([email protected]) Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Hablar con Jesús Hablar con Jesús Hablar con Jesús Typical Skeptic Podcast Typical Skeptic Podcast Robert Kalil Audio Poem of the Day Audio Poem of the Day Poetry Foundation Parsha Review Podcast · Rabbi Aryeh Wolbe Parsha Review Podcast · Rabbi Aryeh Wolbe TORCH Rabbi Aryeh Wolbe Podcast Collection Rabbi Aryeh Wolbe Podcast Collection TORCH At a Total Loss At a Total Loss Katherine Lazar The Footglish Podcast: Learn English with Football The Footglish Podcast: Learn English with Football Zdenek Lukas Republic Broadcasting Network Republic Broadcasting Network Republic Broadcasting Network The Human Upgrade: Biohacking for Longevity & Performance The Human Upgrade: Biohacking for Longevity & Performance Dave Asprey Start Your Day Positive Start Your Day Positive Len and Sara BioGraphics - True Biographies & History's Most Fascinating People BioGraphics - True Biographies & History's Most Fascinating People biog
1715 Treasure Coast Financial Wellness with Thomas Davies

Éducation

1715 Treasure Coast Financial Wellness with Thomas Davies

Davies Wealth Management

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...

Roth Conversion: Slash Taxes Before Social Security

May 18, 2026 6:00am 22 min

Send us Fan Mail**What if you could slash your lifetime taxes by hundreds of thousands before Social Security kicks in?** Most retirees miss this critical tax-planning window entirely. If you're retiring before claiming ...

Annuities in High Rates: 7 Strategies for 2026

May 15, 2026 9:00am 21 min

Send us Fan Mail**Are you leaving money on the table by overlooking annuities in 2026?** For high-net-worth investors, the rising rate environment has completely changed the annuity conversation. With interest rates elev...

Market Corrections: 7 Strategies for Million-Dollar Portfolios

May 13, 2026 6:00am 23 min

Send us Fan Mail**What happens to a $3 million portfolio in a 20% market correction? Potentially $600,000 in losses.** When markets decline, the strategies that protect a $50,000 account simply don't work for million-dol...

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