# 1715 Treasure Coast Financial Wellness with Thomas Davies

Page: https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635
Text version: https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635.md
RSS feed: https://rss.buzzsprout.com/2047761.rss
Official site: http://www.1715tcf.com
Author: Davies Wealth Management
Episodes: 203

## Resource

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 understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that. Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneurs. Our guests share their expertise, tips, and success stories to inspire and educate you on how to build and manage your wealth effectively. Each episode offers a deep dive into various financial topics, such as investment portfolios, retirement planning, tax optimization, estate planning, risk management, and more. We strive to equip you with the tools and understanding needed to make informed decisions and elevate your financial life. Key Highlights: Expert Interviews: Gain valuable insights and advice from a diverse range of financial experts, each bringing a unique perspective and expertise to help you achieve your financial goals. 2. Practical Strategies: Learn actionable strategies and…

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## Episodes
- [401k Rollover: 7 Hidden Costs You're Missing](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/401k-rollover-7-hidden-costs-you-re-missing) — 2026-05-22T14:00:00+00:00
- [Life Insurance Estate Planning: 7 Strategies](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/life-insurance-estate-planning-7-strategies) — 2026-05-20T11:00:00+00:00
- [Roth Conversion: Slash Taxes Before Social Security](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/roth-conversion-slash-taxes-before-social-security) — 2026-05-18T11:00:00+00:00
- [Annuities in High Rates: 7 Strategies for 2026](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/annuities-in-high-rates-7-strategies-for-2026) — 2026-05-15T14:00:00+00:00
- [Market Corrections: 7 Strategies for Million-Dollar Portfolios](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/market-corrections-7-strategies-for-million-dollar-portfolios) — 2026-05-13T11:00:00+00:00
- [Business Sale Taxes: 7 Must-Know Florida Strategies](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/business-sale-taxes-7-must-know-florida-strategies) — 2026-05-11T11:00:00+00:00
- [ILIT Tax Strategy: Why Ultra-Wealthy Families Use Trusts](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/ilit-tax-strategy-why-ultra-wealthy-families-use-trusts) — 2026-05-08T16:00:00+00:00
- [Long-Term Care Costs in Florida: Protect Your Wealth](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/long-term-care-costs-in-florida-protect-your-wealth) — 2026-05-06T14:00:00+00:00
- [Market Volatility: Why Rich Don't Panic Sell](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/market-volatility-why-rich-don-t-panic-sell) — 2026-05-04T12:00:00+00:00
- [Long-Term Care Insurance: 7 Critical Strategies](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/long-term-care-insurance-7-critical-strategies) — 2026-05-01T11:00:00+00:00
- [Executive Retirement: Maximize Your RSUs & Stock Options](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/executive-retirement-maximize-your-rsus-stock-options) — 2026-04-29T11:00:00+00:00
- [Spot Red Flags: Protect Your Wealth From Bad Advisors](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/spot-red-flags-protect-your-wealth-from-bad-advisors) — 2026-04-27T11:00:00+00:00
- [Umbrella Insurance: Why $1M+ Protection Matters](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/umbrella-insurance-why-1m-protection-matters) — 2026-04-23T16:00:00+00:00
- [Wealth Risk: Why HNW Investors Need a New Strategy](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/wealth-risk-why-hnw-investors-need-a-new-strategy) — 2026-04-21T16:00:00+00:00
- [Charitable Trusts: Tax Strategies for Wealthy Givers](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/charitable-trusts-tax-strategies-for-wealthy-givers) — 2026-04-16T14:00:00+00:00
- [Last-Minute Tax Moves for High Earners in April](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/last-minute-tax-moves-for-high-earners-in-april) — 2026-04-14T13:00:00+00:00
- [Fiduciary vs Broker: Which Protects Your Money?](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/fiduciary-vs-broker-which-protects-your-money) — 2026-04-09T12:00:00+00:00
- [Tax Changes Every Retiree Needs to Know in 2026](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/tax-changes-every-retiree-needs-to-know-in-2026) — 2026-04-07T16:00:00+00:00
- [RSU Tax Planning: 7 Strategies for Tech Executives](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/rsu-tax-planning-7-strategies-for-tech-executives) — 2026-04-02T16:00:00+00:00
- [Roth Conversions for Florida Retirees: Tax-Free Wealth](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/roth-conversions-for-florida-retirees-tax-free-wealth) — 2026-03-31T13:00:00+00:00
- [Tax-Smart Asset Location: Boost Your After-Tax Returns](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/tax-smart-asset-location-boost-your-after-tax-returns) — 2026-03-27T14:00:00+00:00
- [Business Succession: 7 Steps Florida Owners Need](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/business-succession-7-steps-florida-owners-need) — 2026-03-26T11:00:00+00:00
- [Social Security Optimization: 7 Strategies for High-Income Florida Couples](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/social-security-optimization-7-strategies-for-high-income-florida-couples) — 2026-03-24T16:00:00+00:00
- [Do I Need a Financial Advisor? 7 Signs It's Time to Get Help](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/do-i-need-a-financial-advisor-7-signs-it-s-time-to-get-help) — 2026-03-19T16:00:00+00:00
- [How Much Does a Financial Advisor Cost? The Complete 2026 Fee Guide](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/how-much-does-a-financial-advisor-cost-the-complete-2026-fee-guide) — 2026-03-18T23:00:00+00:00
- [7 Proven Asset Location Strategies to Maximize After-Tax Returns in Multi-Account Portfolios](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/7-proven-asset-location-strategies-to-maximize-after-tax-returns-in-multi-account-portfolios) — 2026-03-13T16:00:00+00:00
- [5 Wealth Management Strategies for Volatile Markets When Oil Hits $100](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/5-wealth-management-strategies-for-volatile-markets-when-oil-hits-100) — 2026-03-09T15:00:00+00:00
- [7 Asset Allocation Strategies to Protect Your Wealth During Market Volatility in 2026](https://stenobird.com/podcast/1715-treasure-coast-financial-wellness-with-thomas-davies-5676635/7-asset-allocation-strategies-to-protect-your-wealth-during-market-volatility-in-2026) — 2026-03-06T18:00:00+00:00

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