Podcast Episodes

Why you need a Wealth Advisor and how to get started

Season 3 Episode 1

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Welcome to "1715 Treasure Coast Financial wellness podcast," your go-to podcast for unlocking the power of financial success and demystifying the role of a wealth advisor. Join us on a …

Published on 1 year, 11 months ago

Estate Planning: It's for everyone! Hear from an Estate Planning Attorney on our latest episode

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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 …

Published on 2 years, 1 month ago

How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes

Season 2 Episode 12

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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 ca…

Published on 2 years, 3 months ago

Why Life Insurance and why you might need it! Season 2 Eps 11

Season 2 Episode 11

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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.

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Published on 2 years, 4 months ago

How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10

Season 2 Episode 10

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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?

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Published on 2 years, 4 months ago

Why Saving For Your Goals is Important! Season 2 Eps 9

Season 2 Episode 9

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Today we chart out the process of saving for your goals, and what does this process look like. 

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Published on 2 years, 5 months ago

How to Building Successful and Passive Income: Season 2 Eps 8

Season 2 Episode 8

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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…

Published on 2 years, 5 months ago

How to Tax Plan, and Recent Market News: Season 2 EPS 7

Season 2 Episode 7

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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.

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Published on 2 years, 5 months ago

How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6

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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.…

Published on 2 years, 6 months ago

How to Manage Credit Card Debt - Season 2 EPS 5

Season 2 Episode 5

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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 mana…

Published on 2 years, 8 months ago