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1715 Treasure Coast Financial Wellness with Thomas Davies: Daily Summaries Delivered
by Davies Wealth Management
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday20 min
TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits
Send us Fan Mail The 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 drops from roughly $13.6 million per individual to approximately $7 million. For married couples, that's a potential $13 million reduction in shelter — and a tax bill that could reach tens of millions for families who wait too long to act. In this episode, we break down exac...
- 4 days ago22 min
Market Corrections: 7 Proven Ways to Protect Your $1M+ Portfolio
Send us Fan Mail A 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, we break down seven proven strategies for protecting a $1M+ portfolio when markets correct, and why your response matters more than the correction itself. You'll learn how a fiduciary, fee-based approach to wealth management turns downturns into opportunity — from tax-loss har...
- 6 days ago24 min
Save Thousands in Taxes: Asset Location Strategy
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 investments. Asset location strategy could be the single most impactful tax-efficiency lever for high-net-worth retirees, yet it remains hidden in plain sight. In this episode, we explore how strategic placement of stocks, bonds, and alternatives across taxable, tax-deferred, and t...
- 1 weeks ago20 min
Estate Tax 2026: 7 Steps Before Year-End for Florida
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 Florida residents with estates between $5 million and $13 million, this sunset provision could expose significant wealth to devastating taxation. In this episode, we break down seven actionable steps you can take before year-end to protect your financial legacy. From strategi...
- 1 weeks ago20 min
Long-Term Care Planning: Protect Your Florida Wealth
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 and why it's essential to your overall wealth management strategy. A single extended care event can deplete $500,000 to $1 million or more—decades of carefully built wealth, gone in years. Our expert fiduciary advisors break down the sobering statistics: roughly 70% of Ameri...
- 1 weeks ago22 min
Rebalance at Market Peaks: 5 Strategies for $2M+ Portfolios
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 profile that most retirees don't realize they're carrying. For those managing $2M or more, this shift demands strategic action. In this episode, we explore five proven rebalancing strategies designed specifically for high-net-worth retirees. You'll discover how to rebalance tho...
- 2 weeks ago25 min
Medicare IRMAA Surcharges: 7 Strategies for 2026
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 doubling or tripling Medicare Part B and Part D premiums. This episode reveals seven strategic approaches to minimize these hidden costs that traditional retirement planning often overlooks. Whether you have a seven-figure portfolio, substantial pension income, or concentrated sto...
- 2 weeks ago21 min
Executive Retirement: Master Your RSUs & Stock Options
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 completely different strategy than standard 401(k) approaches. If you're navigating unvested RSUs, unexercised options, deferred compensation, and concentrated company stock positions, you need specialized guidance. This episode explores the interconnected tax, timing, and conc...
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About 1715 Treasure Coast Financial Wellness with Thomas Davies
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.
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