Podcast Index
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1715 Treasure Coast Financial Wellness with Thomas Davies
Davies Wealth Management
21 in 21
Hosted by Haley Berkoe
Finance Exam Prep
Ran Chen, EA, CFP®
Live Radiantly
WMPG
Innovación Bancolombia
Bancolombia
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Éducation
Davies Wealth Management
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...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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....
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...
Send us Fan Mail**What if you could slash your lifetime taxes by hundreds of thousands before Social Security kicks in?** Most retirees miss this critical tax-planning window entirely. If you're retiring before claiming ...
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