Davies Wealth Management
1715 Treasure Coast Financial Wellness with Thomas DaviesEpisodes
Episodes of 1715 Treasure Coast Financial Wellness
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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 suc
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
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
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 tha
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 decis
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 earl
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 resou
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 exper
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
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
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 investin
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 confl
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 situat
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
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 yo
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 bet
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 r
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. How
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
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 b
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
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
Why Financial Planning is Important for Professional AthletesProfessional 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 ha
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.
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?
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