Podcast Episodes
Back to SearchHow Much Does a Financial Advisor Cost? The Complete 2026 Fee Guide
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Are you considering hiring a financial advisor but unsure about the costs involved? In this podcast, we'll break down the fees associ…
1 month, 3 weeks ago
7 Proven Asset Location Strategies to Maximize After-Tax Returns in Multi-Account Portfolios
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Discover the power of optimizing your investment portfolio with these 7 proven asset location strategies, designed to maximize your a…
2 months ago
5 Wealth Management Strategies for Volatile Markets When Oil Hits $100
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Discover the shocking truth about the impact of rising oil prices on your financial future. As oil prices continue to fluctuate, one …
2 months ago
7 Asset Allocation Strategies to Protect Your Wealth During Market Volatility in 2026
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Discover the ultimate guide to protecting your wealth in 2026 with expert-approved asset allocation strategies. Learn how to diversif…
2 months ago
The 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-…2 months, 1 week 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…2 months, 1 week 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. Lear…
2 months, 2 weeks 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. Lea…
2 months, 3 weeks 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…
2 months, 3 weeks 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, w…
3 months ago