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Asset Location: Put the Right Investments in the Right Accounts
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Most investors obsess over *what* to buy — but *where* you hold your investments could matter just as much. Asset location is one of …7 hours ago
FRS Pension vs Investment Plan: How to Make the Right Choice
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Are you a Florida public employee making one of the most important financial decisions of your career — and treating it like routine …1 day, 23 hours ago
Florida Estate Tax: 7 Strategies to Protect Generational Wealth
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What if the biggest threat to your family's financial legacy isn't the market — it's your estate plan? In this episode, Davies Wealth…5 days, 4 hours ago
Medicare IRMAA: 7 Strategies to Avoid the High-Income Surcharge
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Did you know Medicare IRMAA surcharges could cost high-income retirees tens of thousands of dollars over a decade — and most people d…1 week, 5 days ago
Asset Location: 7 Rules to Stop Paying Too Much in Taxes
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You've probably spent hours thinking about *what* to invest in — but have you ever stopped to think about *where* those investments a…2 weeks ago
Estate Tax Exemption 2025: Why $5M+ Families Must Act Now
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The clock is ticking — and if your estate is worth $5 million or more, you may be running out of time to protect it. In this episode,…2 weeks, 2 days ago
Roth Conversions: Turn Market Volatility Into Tax-Free Wealth
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Market downturns aren't just bad news — for high-net-worth investors, they can be one of the most powerful tax planning opportunities…2 weeks, 5 days ago
Selling Your Florida Business: Tax & Transition Steps You're Missing
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What you'll walk away with from a business sale isn't determined by the purchase price — it's determined by how well you planned befo…3 weeks ago
Estate Tax Deadline: Protect Millions Before 2026 Exemption Expires
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The clock is ticking — and for high-net-worth families, waiting could cost millions. In this episode, we break down the looming 2026 …3 weeks, 2 days ago
Tax-Loss Harvesting: Advanced Strategies to Protect Wealthy Portfolios
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Most investors think tax-loss harvesting is a December ritual—sell your losers and call it a day. For high-net-worth investors, that …3 weeks, 5 days ago