Podcast

1715 Treasure Coast Financial Wellness with Thomas Davies

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…

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Latest episodes

  1. Florida Homestead Exemption Mistakes New Residents Must Avoid17 Aug 2026
  2. NBA Money Mistakes: 5 Stats That Should Shape Your Wealth Plan14 Aug 2026
  3. Asset Location: Put the Right Investments in the Right Accounts12 Aug 2026
  4. FRS Pension vs Investment Plan: How to Make the Right Choice10 Aug 2026
  5. Florida Estate Tax: 7 Strategies to Protect Generational Wealth7 Aug 2026
  6. Medicare IRMAA: 7 Strategies to Avoid the High-Income Surcharge31 Jul 2026
  7. Asset Location: 7 Rules to Stop Paying Too Much in Taxes29 Jul 2026
  8. Estate Tax Exemption 2025: Why $5M+ Families Must Act Now27 Jul 2026
  9. Roth Conversions: Turn Market Volatility Into Tax-Free Wealth24 Jul 2026
  10. Selling Your Florida Business: Tax & Transition Steps You're Missing22 Jul 2026