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1715 Treasure Coast Financial Wellness with Thomas Davies 1715 Treasure Coast Financial Wellness with Thomas Davies Davies Wealth Management Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies Fexingo New Manager Conversations with Fexingo: First 90 Days, Managing Former Peers, and Leadership Basics New Manager Conversations with Fexingo: First 90 Days, Managing Former Peers, and Leadership Basics Fexingo Crypto Coin Show Crypto Coin Show Crypto Coin Show Real Estate News Today | 2 Min News | The Daily News Now! Real Estate News Today | 2 Min News | The Daily News Now! The Daily News Now! Performance Marketing with Fexingo: Paid Ads, ROAS, and Direct Response Conversations Performance Marketing with Fexingo: Paid Ads, ROAS, and Direct Response Conversations Fexingo Ash Said It® Show Ash Said It® Show Ash Brown The Google Ads Podcast with Fexingo: Search Ads, Display, and PPC Campaign Strategy The Google Ads Podcast with Fexingo: Search Ads, Display, and PPC Campaign Strategy Fexingo The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy Fexingo The TikTok Marketing Podcast with Fexingo: Short Video, Creator Economy, and Viral Content The TikTok Marketing Podcast with Fexingo: Short Video, Creator Economy, and Viral Content Fexingo Wade Keller Pro Wrestling Post-shows Wade Keller Pro Wrestling Post-shows Pro Wrestling Torch Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Fexingo Tina Huang Tina Huang Tina Huang Brushwood Media Network Brushwood Media Network Brushwood Media Network Business Development with Fexingo: Partnerships, BD, and Strategic Growth Conversations Business Development with Fexingo: Partnerships, BD, and Strategic Growth Conversations Fexingo CFO Podcast CFO Podcast Peter De Roeck Ostan Asuntoja Podcast Ostan Asuntoja Podcast Harri Huru Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data Fexingo Merschman Seeds Cup of Joe Merschman Seeds Cup of Joe Merschman Seeds The AI in Business Podcast The AI in Business Podcast Daniel Faggella Ruck's Place Ruck's Place Charles Rucker Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family Be Worth* Following Be Worth* Following Tim Spiker Point Of Impact With Aaron Hale Point Of Impact With Aaron Hale Aaron Hale Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams Fexingo B2B Marketing with Fexingo: Enterprise Demand Gen, ABM, and Long Sales Cycles B2B Marketing with Fexingo: Enterprise Demand Gen, ABM, and Long Sales Cycles Fexingo The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact Fexingo Caffe 2.0 Caffe 2.0 Valentino Spataro Good Morning Mercati Good Morning Mercati Michele Seghizzi JIJI news for English Learners-時事通信英語学習ニュース‐ JIJI news for English Learners-時事通信英語学習ニュース‐ 時事通信社 YouTube Marketing with Fexingo: Channel Growth, Video SEO, and Long-Form Audience Building YouTube Marketing with Fexingo: Channel Growth, Video SEO, and Long-Form Audience Building Fexingo The Kings Code Podcast The Kings Code Podcast Tate Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv The Newsletter Podcast with Fexingo: Substack, Beehiiv, and Email Newsletter Business The Newsletter Podcast with Fexingo: Substack, Beehiiv, and Email Newsletter Business Fexingo China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets Fexingo Youtube Passive Income by Ranking Youtube Passive Income by Ranking Master Passive Income Network
1715 Treasure Coast Financial Wellness with Thomas Davies

Negocios

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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