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 Eagle Eye: A Philadelphia Eagles Podcast Eagle Eye: A Philadelphia Eagles Podcast NBC Sports Philadelphia The Barn Podcast Network The Barn Podcast Network Hot Route Media The Last Laugh: No Apologies | Confidence & Self-Worth Coaching for Moms The Last Laugh: No Apologies | Confidence & Self-Worth Coaching for Moms Kristine Christiansen, Kristine Christiansen Confidence Coach Norrtälje 400 år Norrtälje 400 år Norrtälje 400 år La Saga Podcasts La Saga Podcasts Pitaya Entertainment, La Saga con Adela Micha La Saga Podcasts La Saga Podcasts Pitaya Entertainment, La Saga con Adela Micha Love Island: The Debrief Love Island: The Debrief Lifted Entertainment part of ITV Studios WDBO News On Demand WDBO News On Demand Good Growing Good Growing Chris Enroth The Poodle to Pitbull Pet Business Podcast The Poodle to Pitbull Pet Business Podcast Dom Hodgson WTAF PODCAST WTAF PODCAST Richard willett ≠ME冨田菜々風とザ・マミィ林田のこけけ!Podcast ≠ME冨田菜々風とザ・マミィ林田のこけけ!Podcast KBC RADIO Bismarck News Today | 2 Min News | The Daily News Now! Bismarck News Today | 2 Min News | The Daily News Now! The Daily News Now! Friends Felas Friends Felas LoGos SA & Soul Touch Renascença - Extremamente Desagradável Renascença - Extremamente Desagradável Renascença The Rebuilt Man The Rebuilt Man Coach Frank Rich 5 minutes a Day on the Parsha with Yiddy Klein 5 minutes a Day on the Parsha with Yiddy Klein JewishPodcasts.fm Boxing with Mannix and Mora Boxing with Mannix and Mora Chris Mannix FNNプライムオンライン|フジテレビ系FNN28局のニュース FNNプライムオンライン|フジテレビ系FNN28局のニュース 株式会社フジテレビジョン The Morning Focus Daily Devotional with Rick and McKenna The Morning Focus Daily Devotional with Rick and McKenna Rick Smith & McKenna Ferry Армія FM Армія FM Армія FM Battered Marlins: A Miami Marlins Podcast Battered Marlins: A Miami Marlins Podcast Battered Fans CALL ME MISTRESS CALL ME MISTRESS Mistress Mia Rey WRESTLING SOUP & FRIENDOS! WRESTLING SOUP & FRIENDOS! WS Network Marketplace All-in-One Marketplace All-in-One Marketplace AccuWeather Daily AccuWeather Daily AccuWeather Disney News Daily Disney News Daily JCarter Ventures Kings of Anglia - Ipswich Town podcast from the EADT and Ipswich Star Kings of Anglia - Ipswich Town podcast from the EADT and Ipswich Star Kings of Anglia - The EADT & Ipswich Star podcast The Digital Twin Theory The Digital Twin Theory VPH- The Society for In Silico Medicine Estadão Analisa com Carlos Andreazza Estadão Analisa com Carlos Andreazza Estadão Harvest Chapel International - Kumasi Harvest Chapel International - Kumasi HARVEST CHAPEL INT. - KUMASI CNN 5 Things CNN 5 Things CNN Podcasts LITURGIA LITURGIA Jorge Ramón Pichardo Genet MBC Grand Broadcasting, Inc. MBC Grand Broadcasting, Inc. MBC Grand, Inc. Iowa Hawkeyes Football Today | 2 Min News | The Daily News Now! Iowa Hawkeyes Football Today | 2 Min News | The Daily News Now! The Daily News Now! 120 secondes de Tech 120 secondes de Tech Bruno Guglielminetti
1715 Treasure Coast Financial Wellness with Thomas Davies

Tout

1715 Treasure Coast Financial Wellness with Thomas Davies

Davies Wealth Management

Roth Conversions: Turn Market Volatility Into Tax-Free Wealth

July 24, 2026 6:00am 24 min

Send us Fan MailMarket downturns aren't just bad news — for high-net-worth investors, they can be one of the most powerful tax planning opportunities of your financial life. In this episode, we break down Roth conversion...

Selling Your Florida Business: Tax & Transition Steps You're Missing

July 22, 2026 9:00am 15 min

Send us Fan MailWhat you'll walk away with from a business sale isn't determined by the purchase price — it's determined by how well you planned before the deal closed. In this episode, we're pulling back the curtain on ...

Estate Tax Deadline: Protect Millions Before 2026 Exemption Expires

July 20, 2026 9:00am 23 min

Send us Fan MailThe clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 estate tax exemption sunset and why it demands immediate attention. Rig...

Tax-Loss Harvesting: Advanced Strategies to Protect Wealthy Portfolios

July 17, 2026 9:00am 21 min

Send us Fan MailMost investors think tax-loss harvesting is a December ritual—sell your losers and call it a day. For high-net-worth investors, that approach leaves an extraordinary amount of money on the table. In this ...

Charitable Remainder Trusts: Tax Wins Every Wealthy Donor Needs

July 15, 2026 6:00am 21 min

Send us Fan MailDo you have over $1 million in appreciated assets and a passion for giving back? There may be a smarter way to donate — one that generates income, slashes your tax bill, and supports causes you love. In t...

Fed Rate Cut: Protect Your $1M+ Retirement Income Now

July 13, 2026 8:00am 20 min

Send us Fan MailThe Fed just signaled a rate cut — and if you have over $1 million in investable assets, your retirement income is directly in the crosshairs. In this episode, we break down exactly what falling interest ...

Wealth Manager Costs: What Stuart Investors Actually Pay in Fees

July 10, 2026 8:00am 24 min

Send us Fan MailAre you paying more in wealth management fees than you realize? For high-net-worth investors in Stuart, Florida and across the Treasure Coast, understanding the true cost of wealth management isn't just a...

Florida Estate Tax: Protecting Your Family's Wealth Before It's Too La

July 08, 2026 8:00am 25 min

Send us Fan MailAre you a Florida family with a taxable estate above $5 million? The clock is ticking, and what you don't know about federal estate tax changes could cost your heirs a significant portion of your legacy. ...

Roth Conversion Ladder: Cut Taxes in Retirement Over 5 Years

July 06, 2026 10:00am 26 min

Send us Fan MailWhat if the biggest tax bill of your retirement is completely avoidable? If you have $1 million or more sitting in a traditional IRA or 401(k), every dollar coming out will eventually be taxed as ordinary...

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...

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