최고 Treasure Coast 팟캐스트 (2024)

1
What's NEXT for Wealth Management in 2025? 12:41

28d ago12:41

12:41

Join the conversation as we explore the future of wealth management in 2025! In this Podcast, we'll dive into the latest trends, innovations, and predictions shaping the industry. From AI-powered investment tools to sustainable investing, we'll cover it all. Whether you're a financial advisor, investor, or simply interested in staying ahead of the …

1
What's the REAL Cost of Hiring a Financial Advisor? 11:34

1M ago11:34

11:34

Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcast, we dive into the real costs associated with hiring a financial advisor, from commissions and fees to the potential long-term benefits. From understanding the different types of financial advisors and their pricin…

1
Tax-Efficient Investing in Retirement: Key Strategies 11:25

1M ago11:25

11:25

Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with tax-efficient investing strategies in this podcast! Discover the secrets to minimizing taxes and maximizing your nest egg, so you can enjoy a worry-free retirement. From understanding tax implications to optimizing …

1
How To Retire In Florida 14:05

2M ago14:05

14:05

Are you dreaming of retiring in the sunny state of Florida? Look no further! In this comprehensive video guide, "How To Retire In Florida (2024 STEP-BY-STEP GUIDE)", we break down everything you need to know to make your retirement dreams a reality. From choosing the right location and understanding the cost of living to navigating healthcare optio…

1
"I Hate My Financial Advisor" Here's How To Find One! 23:37

2M ago23:37

23:37

Are you feeling frustrated with your financial advisor? You’re not alone! In this podcast, we dive into the common reasons why many people feel dissatisfied with their financial advisors and provide you with essential tips on how to find a GOOD one. Discover the key qualities to look for, the questions you should ask, and the red flags to avoid whe…

1
How To Position Your Portfolio For The Upcoming Election 25:53

2M ago25:53

25:53

In this insightful podcast, we delve into effective strategies for positioning your investment portfolio ahead of the upcoming election. With political shifts influencing market trends, it's crucial to understand how to navigate these changes to safeguard and potentially enhance your financial future. Join us as we explore: - The impact of election…

1
Trustworthy Guidance from a Reliable Financial Advisor 26:06

2M ago26:06

26:06

Are you ready to unlock the secrets to financial success in 2024? In this podcast, we reveal how to get help of the best financial advisor. Learn essential tips and strategies that will set you on the path to financial freedom. Discover investment opportunities, wealth-building techniques, and expert advice tailored for today’s financial landscape.…

1
Financial Planning Strategies for Athletes: Secure Your Future 24:10

2M ago24:10

24:10

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…

1
Maximize Your Wealth: How to Benefit from Fee-Only Wealth Management 24:26

3M ago24:26

24:26

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 …

1
Retirement Planning Tips for a Secure Future (2024) 24:10

3M ago24:10

24:10

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…

1
401k Tips for High Earners! 27:10

3M ago27:10

27:10

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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How to Achieve Financial Freedom through Effective Planning in 2024 29:54

3M ago29:54

29:54

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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The Importance of Financial Planning: Creating New Opportunities 11:35

4M ago11:35

11:35

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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Navigating Market Volatility - Financial Advice for Uncertain Times (2024) 24:57

4M ago24:57

24:57

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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Navigating Financial Uncertainty: Expert Advice from a Financial Advisor 25:17

4M ago25:17

25:17

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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Financial Advisory Services in Stuart FL: Unlock Financial Freedom Now 22:17

4M ago22:17

22:17

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…

1
Wealth Management: Achieve Financial Success with Expert Guidance 22:11

4M ago22:11

22:11

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…

1
The Shocking Truth About Financial Advisors in Achieving Your Goals 24:34

4M ago24:34

24:34

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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Unlock Financial Potential with Fee-Only Wealth Management 19:26

5M ago19:26

19:26

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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Unleash the Potential: Effective Strategies for Wealth Management 20:45

5M ago20:45

20:45

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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The Importance of Choosing the Right Financial Advisor for Your Wealth Management 20:18

5M ago20:18

20:18

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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The Future of Sports: How Financial Planning is Shaping Athletes' Careers. 18:51

6M ago18:51

18:51

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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Unlock Financial Success with Professional Wealth Management 25:09

6M ago25:09

25:09

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…

1
Why You Need a Financial Advisor for Effective Asset Management 18:57

6M ago18:57

18:57

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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Maximizing Your Wealth: Financial Planning Services that Deliver 17:51

6M ago17:51

17:51

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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Minimize Risk with Effective Wealth Management Strategies 17:39

6M ago17:39

17:39

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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Debunking Lower Taxes Myths and Financial Planning for Early Retirement 16:22

7M ago16:22

16:22

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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5 Reasons Your Financial Advisor is Your Secret Weapon (2024) 5:58

7M ago5:58

5:58

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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Maximize Wealth: Wealth Generation Stage (2024) 6:50

7M ago6:50

6:50

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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Should I File A Tax Extension For My Taxes in 2024? 25:26

8M ago25:26

25:26

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…

1
How NHL Players can retire comfortably with the right advisor 20:18

8M ago20:18

20:18

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 …

1
Top Wealth Management Tips for NHL Hockey Players 27:58

8M ago27:58

27:58

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…

1
The Benefits of Fee Only Wealth Management 14:50

8M ago14:50

14:50

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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Empower Your Financial Future with Personalized Wealth Management 12:54

9M ago12:54

12:54

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…

1
7 Essential Estate Planning Tips for Financial Success 19:12

9M ago19:12

19:12

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: Tips for a Secure Financial Future 23:17

9M ago23:17

23:17

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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Demystifying Fixed Index Annuities 3:37

9M ago3:37

3:37

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…

1
FRS Florida retirement system 18:22

10M ago18:22

18:22

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…

1
Understanding the Financial Challenges Faced by Professional Athletes 11:53

10M ago11:53

11:53

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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How to Use the FRS Pension Calculator 14:48

11M ago14:48

14:48

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…

1
What is a Bitcoin ETF 19:07

11M ago19:07

19:07

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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Why you need a Wealth Advisor and how to get started 9:27

11M ago9:27

9:27

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 25:00

1y ago25:00

25:00

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 17:13

1y ago17:13

17:13

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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Why Life Insurance and why you might need it! Season 2 Eps 11 18:19

1+ y ago18:19

18:19

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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How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10 17:13

1+ y ago17:13

17:13

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:…

1
Why Saving For Your Goals is Important! Season 2 Eps 9 12:02

1+ y ago12:02

12:02

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 …

1
How to Building Successful and Passive Income: Season 2 Eps 8 18:41

1+ y ago18:41

18:41

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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How to Tax Plan, and Recent Market News: Season 2 EPS 7 16:02

1+ y ago16:02

16:02

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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How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6 17:42

1+ y ago17:42

17:42

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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