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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.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 proven methods to enhance your financial well-being, increase your wealth, and secure your financial future.3. Success Chronicles: Listen to inspiring success stories of individuals who have overcome financial challenges and achieved remarkable milestones, providing valuable lessons and motivation for your own journey.4.Economic Insights: Stay informed about the latest economic trends, market updates, and financial news to stay ahead in an ever-evolving financial landscape.5. Interactive Q&A: Engage with us through our Q&A sessions, where we address your specific financial questions and provide expert advice tailored to your needs.Embark on a transformative journey towards financial success and tune in to 1715 Treasure Coast Financial Wellness on your favorite podcast platform. Subscribe today, and let's elevate your wealth together!Note: The podcast is for informational purposes only and should not be considered as financial advice. Please consult with a qualified financial advisor before making any financial decisions.
How to Manage Credit Card Debt - Season 2 EPS 5
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://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
24:1004/04/2023
How to Invest like Warren Buffett, and Taxes: and Market News,
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
25:0314/03/2023
Market Volatility Again, Retirement, Investment, and Market News
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
21:3025/02/2023
Why Rollover your 401K or IRA? What to do? and what to look for?
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
20:4313/02/2023
Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
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 =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
22:1306/01/2023
Health Insurance "Explained" Market News, End of Year Planning.
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 FreeseLicensed Insurance AgentUSHEALTHAdvisors1011 Ives Dairy Rd, Suite 208 Miami, FL 33145 Cell: 612-965-2432ushagent.com/michaelfreesewww.facebook.com/NPHealthInsurance/www.linkedin.com/in/michaelfreese71/Davies Wealth Management ✅ BOOK AN APPOINTMENT TODAY: https://calendly.com/tdwealth===========================================================🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articlesIf you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg✅ Contact me: [email protected]🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics✅ LET’S GET SOCIALFacebook: https://www.facebook.com/DaviesWealthManagementTwitter: https://twitter.com/TDWealthNetLinkedin: https://www.linkedin.com/in/daviesrthomasYoutube Channel: https://www.youtube.com/c/TdwealthNetWealthManagementLat and Long27.17404889406371, -80.24410438798957Davies Wealth Management684 SE Monterey RoadStuart, FL 34994772-210-4031https://TDWealth.NetDISCLAIMER**Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal professionals prior to taking any action.✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
37:1602/12/2022
Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
18:4711/11/2022
Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies
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 GamlielMibaso Holistic Health4401 Sheridan StSuite #2 Inside Post Haste PharmacyHollywood, FL 33021www.mibaso.orgDavies Wealth Management684 SE Monterey RoadStuart, FL 34994772-210-4031https://TDWealth.Net✅ BOOK AN APPOINTMENT TODAY: https://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
31:3504/11/2022
Beneficiaries, TOD accounts, Estate Planning, and the latest market updates
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: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
14:4828/10/2022
"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care
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://davieswealth.tdwealth.net/appointment-page =========================================================== 🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
43:5320/10/2022
"Medicare Explained" with special guest Roseann Birch & Retirement Income and Budgeting concepts with Thomas Davies
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/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
34:2913/10/2022
401K, Retirement, How can an advisor help
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
18:5509/10/2022
Asset Protection, and Market Volatility | Season 1 | Episode 4
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
15:5303/10/2022
Is market volatility a good thing? 401K and your retirement | Stuart, FL
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 If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
23:0823/09/2022
Market Volatility, Financial Planning, and Retirement
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 POSTS: https://tdwealth.net/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
19:2116/09/2022
Do I Need A Financial Advisor? Featuring Wealth Advisor Thomas Davies
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/articles If you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥 🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg ✅ Contact me: [email protected] 🔥🔥🔥 ====== ===Get Our FREE GUIDES ========== 🔥🔥🔥 🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement 🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics ✅ Want to learn more about Davies Wealth Management, follow us here! Website: ...
18:4809/09/2022