Podcast Episodes
Back to SearchThe Florida Snowbird Tax Trap: Why Living Here Isn’t Enough to Satisfy Your Old State’s Tax Auditor
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Episode of The 1715 Treasure Coast Financial Wellness Podcast. Source: https://tdwealth.net/the-florida-snowbird-tax-trap-why-living-here-…20 hours ago
The Florida Snowbird Tax Trap: Why Living Here Isn't Enough to Satisfy Your Old State's Tax Auditor
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If you've moved to Florida to escape high state taxes, simply being here isn't enough. Thomas Davies breaks down what your old state is ac…22 hours ago
Millionaires Are Creating TAXFREE Income Streams In Retirement Now?
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Discover the secret to creating tax-free income streams in retirement, as used by millionaires to secure their financial future. Learn how…
1 week ago
NHL Pension Power Plays: Optimizing Retirement Savings for Pro Athletes in Florida
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Discover the lucrative pension plans available to NHL players in Florida, and how these plans can secure their financial futures. Learn ab…
1 week, 4 days ago
Broker vs. Fiduciary: The Hidden Costs of Suitability at National Firms
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Discover the shocking truth about the hidden costs of working with a broker versus a fiduciary in this eye-opening podcast. Learn how to m…
2 weeks, 1 day ago
Separately Managed Accounts (SMAs) vs. Mutual Funds: Why HNW Families are Switching for Tax Efficiency
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Discover the secret to better tax efficiency that wealthy families are now adopting - Separately Managed Accounts. In this podcast, we exp…
3 weeks, 1 day ago
High-Net-Worth Divorce in Florida: Protecting Your Business and Assets
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Are you a high net worth individual going through a divorce in Florida and wondering what will happen to your business? In this podcast, w…
1 month ago
The 2026 Big-Box Breakup: Why Stuart Executives are Choosing Independent RIAs
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Are Stuart executives making a mass exodus from big-box companies to independent Registered Investment Advisors (RIAs) in 2026? In this po…
1 month ago
Maximizing the SECURE 2.0 Act in 2026: New Retirement Strategies
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Discover how the SECURE 2.0 Act impacts your retirement savings in 2026. The SECURE 2.0 Act brings significant changes to retirement plann…
1 month ago
Tax-Loss Harvesting: Turning Market Volatility into Tax Savings
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Tax-loss harvesting is one of the most powerful — and misunderstood — strategies investors can use to reduce taxes and improve long-term r…
1 month, 1 week ago