Podcast Episodes
Back to SearchHigh-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 podca…
3 months, 1 week 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 th…
3 months, 1 week 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 …
3 months, 2 weeks 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-t…
3 months, 2 weeks ago
Annuities Decoded: Pros, Cons, and Key Questions for 2026 Shoppers
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Discover the top annuity products for 2026 and make informed decisions for your financial future. In this video, we'll explore the be…
3 months, 3 weeks ago
Florida Transplants: Navigating Wealth Management After the Move
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Are you a recent transplant to Florida looking to navigate the complex world of wealth management in your new home state? As a newcom…
4 months ago
Costly DIY Investing Mistakes (and How a Fiduciary Financial Advisor Adds Value)
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Discover the most costly DIY investing mistakes that could be draining your wealth. In this video, we'll explore common errors that i…
4 months ago
Florida FRS Retirement System: Key Benefits Explained for State Employees and Educators
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Discover the advantages of being a state employee in Florida by exploring the best benefits of the Florida FRS Retirement System. Thi…
4 months, 1 week ago
The Florida Transplant's Guide to Wealth Management: 10 Things You Should Know Before Year-End
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As a Florida transplant, managing your wealth effectively is crucial, especially as the year comes to a close. In this podcast, we'll…
4 months, 1 week ago
Are DIY Investment Apps Dead? Why Stuart Investors Are Switching to Professional Advisors
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Are DIY investment apps really a thing of the past? With the rise of automated investment platforms and robo-advisors, many are left …
4 months, 1 week ago