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1715 Treasure Coast Financial Wellness with Thomas Davies 1715 Treasure Coast Financial Wellness with Thomas Davies Davies Wealth Management The Messi Effect: Daily Soccer Podcast The Messi Effect: Daily Soccer Podcast Caloroga Labs The Messi Effect Moving Forward with The ICCI Moving Forward with The ICCI The ICCI Contra-Corrente Contra-Corrente José Manuel Fernandes e Helena Matos FCA Daily: Alles over voetbal FCA Daily: Alles over voetbal FC Afkicken Locked On Nationals - Daily Podcast On The Washington Nationals Locked On Nationals - Daily Podcast On The Washington Nationals Ryan Clary, Locked On Podcast Network The Elite Recruiter Podcast The Elite Recruiter Podcast Benjamin Mena Indonesian News - NHK WORLD RADIO JAPAN Indonesian News - NHK WORLD RADIO JAPAN NHK WORLD-JAPAN Momento de Aeronáutica y Aviación Momento de Aeronáutica y Aviación Jimmy Rivera, José Garay & Alexis Silva The Daily Article The Daily Article The Denison Forum Astronomy Daily: The Latest Space News Astronomy Daily: The Latest Space News bitesz.com Con ánimo de lucro Con ánimo de lucro esRadio Les documentaires de France Culture Les documentaires de France Culture France Culture Minnesota Today Minnesota Today Minnesota Public Radio The Federal Drive with Terry Gerton The Federal Drive with Terry Gerton Federal News Network | Hubbard Radio Farm Small Farm Smart Daily Farm Small Farm Smart Daily The Modern Grower Podcast Network Reality Steve Podcast Reality Steve Podcast Reality Steve The Rich Redmond Show The Rich Redmond Show Rich Redmond Your World Within Podcast by Eddie Pinero Your World Within Podcast by Eddie Pinero Eddie Pinero The Anfield Index Podcast The Anfield Index Podcast AnfieldIndex.com The Beijing Hour The Beijing Hour China Plus Broadcast Retirement Network Broadcast Retirement Network Jeffrey Snyder 日本語の聴解のためのPodcast 日本語の聴解のためのPodcast あかね的日本語教室 Les pieds sur terre Les pieds sur terre France Culture رادیو فردا رادیو فردا رادیوفردا Jornal de Desporto Jornal de Desporto RTP Antena 1 Moose on The Loose Moose on The Loose Dividend Guy DarkCompass – DarkCompass DarkCompass – DarkCompass DarkCompass – DarkCompass Maritime Morning Brief Maritime Morning Brief Marine Exchange of Puget Sound Up to So Good: The Purpose of Business Up to So Good: The Purpose of Business All Purpose Signal & Noise Signal & Noise Signal and Noise MK True Crime MK True Crime MK Media How Not To Sail Minute How Not To Sail Minute Worldsongs Media 私立ニシコリ大学 私立ニシコリ大学 JAPAN FM NETWORK Payments Brief: FinTech, Banking & Payments News Payments Brief: FinTech, Banking & Payments News Payments Brief Team Harvard Business Review Harvard Business Review HBR La Estrategia del Día México La Estrategia del Día México Bloomberg Línea
1715 Treasure Coast Financial Wellness with Thomas Davies

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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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