1715 Treasure Coast Financial Wellness with Thomas Davies

Send us Fan Mail Introduction: Welcome back to another episode of "1715 Treasure Coast Financial Wellness Podcast." Today, we have a distinguished guest with a wealth of expertise in the realm of estate planning. Our guest is none other than Geoffrey Langbart, a seasoned estate planning attorney dedicated to helping individuals and families safeguard their legacies and secure their finan...

Send us Fan Mail Why Financial Planning is Important for Professional Athletes Professional athletes often earn a high income, but their careers are typically short-lived. This means that they need to carefully plan for their financial future so that they can have a secure retirement and provide for their families. Here are some of the key reasons why financial planning is important for profession...

Send us Fan Mail In this episode I give a high level overview of life insurance and why you might need it. How to buy it, and the difference between term and whole life. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  https://tdwealt...

Send us Fan Mail In this episode I talk about fixed index annuities and how I use them in my practice. Hopefully it gives you a little insight about them and maybe they are right for you? ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website...

Send us Fan Mail Today we chart out the process of saving for your goals, and what does this process look like.  ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  https://tdwealth.net Social Media: https://www.facebook.com/DaviesWealth...

Send us Fan Mail In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generating a steady stream of income with minimal effort is undeniably appealing. However, building a successful passive income strategy requires careful planning, dedication, and a willingness to adapt to changing market dynamics. In this article, we will...

Send us Fan Mail In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your doing things in a tax efficient manor. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Web...

Send us Fan Mail In this episode asset allocation is the topic on why it's not good to put all your eggs into one basket. This hold true as a business owner, investor in stocks, bonds, real estate, etc... ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealt...

Send us Fan Mail Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit card debt can accumulate quickly, and if not managed effectively, it can have a negative impact on your financial health. In this episode, we will discuss how to manage credit card debt effectively. ✅ BOOK AN APPOINTMENT TODAY: https://daviesweal...

Send us Fan Mail In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role taxes play in investing ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  h...

Send us Fan Mail This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more.. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  https://tdwealth.net Social Media: https://www.facebook.com/D...

Send us Fan Mail What to do with your 401K or IRA and the decision to roll it over to a financial professional and some things to consider. These questions are answered in this episode. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website: ...

Send us Fan Mail We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here is a brief weekly overview of the markets, what's going on and some things to think about heading into the new year. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =============================================...

Send us Fan Mail In this episode, I have special guest Michael Freese from US Health Advisors. We go into the latest trends in health care insurance and what to do if you're laid off, or maybe your employer isn't giving you the best options! Michael Freese Licensed Insurance Agent USHEALTH Advisors 1011 Ives Dairy Rd, Suite 208 Miami, FL 33145   Cell: 612-965-2432 ushagent.com/michaelfre...

Send us Fan Mail In this hurricane edition, I talked about the weekly news of what went on this week in the markets. Some ideas that you may want to add into your portfolio, and more... ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website: ...

Send us Fan Mail In this week's episode, we are going to focus on your health and your wealth. We have a special guest, Dr. Ahuva Gamliel, from Hollywood, Florida on the show. We will discuss natural and holistic medicine, and what are some of its benefits. Prof. Ahuva Gamliel Mibaso Holistic Health 4401 Sheridan St Suite #2 Inside Post Haste Pharmacy Hollywood, FL 33021 www.mibaso.org Davies...

Send us Fan Mail In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along with some market updates and what's going on in the financial world. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS:...

Send us Fan Mail In this episode, we go in-depth with "in Home Care" with special guest Jonathan White from Assisting Hands Ft Lauderdale. We talk about costs, how to get them paid for, and hot topics surrounding in-home care. As always discussing the markets, some current updates and a high level overview of life insurance and long term care. ✅ BOOK AN APPOINTMENT TODAY: https://davies...

Send us Fan Mail Today's Podcast we have special guest Rosean Birch uncovering the confusing world of  Medicare. I talk about retirement income and the need to form a budget in financial planning. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/ar...

Send us Fan Mail In this episode, I talk about 401K's, and how you might allocate your portfolio. Retirement and what that means to you depending upon your age. How can an advisor help you? ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles...

Send us Fan Mail In this episode, we talk more about market volatility and asset protection. How to protect your digital assets, along with your portfolio ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  https://tdwealth.net Social Me...

Send us Fan Mail Get a high-level overview of what's happening in the markets, and how market volatility affects your portfolio and your 401K and retirement. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles Website:  https://tdwealth.net S...

Send us Fan Mail In this week's episode, I talk about market volatility, financial planning, and retirement planning. This is a high-level overview to help you and give you some information to help you in your financial life. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG P...

Send us Fan Mail 9 September · Season 1 · Episode 1 37 Min · By Thomas Do I need a financial advisor? One of the most common questions asked. Thomas Davies a Wealth Advisor addresses this very question. ✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/a...