Podcast Episodes
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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 demy…
2 years, 4 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 gues…
2 years, 6 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 ty…
2 years, 8 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 t…
2 years, 9 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 t…
2 years, 9 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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2 years, 9 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 generat…
2 years, 10 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 yo…
2 years, 10 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…
2 years, 10 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. Cred…
3 years, 1 month ago