Podcast Episodes
Back to SearchRetirement Planning: Tips for a Secure Financial Future
Season 3 Episode 8
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Retirement planning is crucial for a secure financial future. It involves making strategic decisions about your finances to ensure a comfo…
1 year, 11 months ago
Demystifying Fixed Index Annuities
Season 3 Episode 5
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Fixed Index Annuities, or FIAs, are financial tools that blend the security of fixed annuities with the potential for market-linked growth…
2 years ago
FRS Florida retirement system
Season 3 Episode 5
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The Florida Retirement System (FRS) is a retirement system that many individuals in Florida rely on for their retirement planning. It offe…
2 years, 1 month ago
Understanding the Financial Challenges Faced by Professional Athletes
Season 3 Episode 4
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Professional athletes in sports such as NHL, NFL, NBA, MLB, and MLS have the potential to earn significant amounts of money throughout the…
2 years, 1 month ago
How to Use the FRS Pension Calculator
Season 3 Episode 3
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Planning for retirement is crucial for financial security, and the FRS Pension Calculator is an invaluable tool in this process. As a reso…
2 years, 1 month ago
What is a Bitcoin ETF
Season 3 Episode 2
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Bitcoin ETFs are rapidly gaining popularity among investors due to several factors. First and foremost, there is an increased interest in …
2 years, 1 month ago
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 demystify…
2 years, 2 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 wit…
2 years, 4 months 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 typical…
2 years, 5 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 a…
2 years, 7 months ago