1715 Treasure Coast Financial Wellness with Thomas Davies
1715 Treasure Coast Financial Wellness with Thomas Davies
Davies Wealth Management
Helping our audience adjust their strategy as required to ensure they can navigate market changes, legislation, health care, and client goals that can change.
How to Manage Credit Card Debt - Season 2 EPS 5
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 managed effectively, it can have a negative impact on your financial health. In this episode, we will discuss how to manage credit card debt effectively.
Apr 4, 2023
24 min
Market News, Invest like Warren Buffett, and Taxes
In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role taxes play in investing
Mar 14, 2023
25 min
Market Volatility Again, Retirement, Investment, and Market News
This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..
Feb 25, 2023
21 min
Rollover your 401K or IRA? What to do? and what to look for?
What to do with your 401K or IRA and the decision to roll it over to a financial professional and some things to consider. These questions are answered in this episode.
Feb 13, 2023
20 min
Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here is a brief weekly overview of the markets, what's going on and some things to think about heading into the new year.
Jan 6, 2023
22 min
Health Insurance "Explained" Market News, End of Year Planning.
In this episode, I have special guest Michael Freese from US Health Advisors. We go into the latest trends in health care insurance and what to do if you're laid off, or maybe your employer isn't giving you the best options!Michael FreeseLicensed Insurance AgentUSHEALTHAdvisors1011 Ives Dairy Rd, Suite 208 Miami, FL 33145 Cell: 612-965-2432ushagent.com/michaelfreesewww.facebook.com/NPHealthInsurance/www.linkedin.com/in/michaelfreese71/Davies Wealth Management ✅ BOOK AN APPOINTMENT TODAY: https://calendly.com/tdwealth===========================================================🔴 SEE ALL OUR LATEST BLOG POSTS: https://tdwealth.net/articlesIf you like the content, smash that like button! It tells YouTube you were here, and the Youtube algorithm will show the video to others who may be interested in content like this. So, please hit that LIKE button!💥🎯🎯🎯Don’t forget to SUBSCRIBE here: https://www.youtube.com/channel/UChmBYECKIzlEBFDDDBu-UIg✅ Contact me: [email protected]🔥🔥🔥 ====== ===Get Our FREE GUIDES  ========== 🔥🔥🔥🎯Retirement Income: The Transition into Retirement: https://davieswealth.tdwealth.net/retirement-income-transition-into-retirement🎯Beginner's Guide to Investing Basics: https://davieswealth.tdwealth.net/investing-basics✅ LET’S GET SOCIALFacebook: https://www.facebook.com/DaviesWealthManagementTwitter: https://twitter.com/TDWealthNetLinkedin:  https://www.linkedin.com/in/daviesrthomasYoutube Channel: https://www.youtube.com/c/TdwealthNetWealthManagementLat and Long27.17404889406371, -80.24410438798957Davies Wealth Management684 SE Monterey RoadStuart, FL 34994772-210-4031https://TDWealth.NetDISCLAIMER**Davies Wealth Management makes content available as a service to its clients and other visitors, to be used for informational purposes only. Davies Wealth Management provides accurate and timely information, however you should always consult with a retirement, tax, or legal professionals prior to taking any action.
Dec 2, 2022
37 min
Hurricane Edition! Elections, Market Volatility, Crypto Bankruptcy, and more
In this hurricane edition, I talked about the weekly news of what went on this week in the markets. Some ideas that you may want to add into your portfolio, and more...
Nov 11, 2022
18 min
Your health and your wealth, special guest Dr Ahuva Gamliel, with your host Thomas Davies
In this week's episode, we are going to focus on your health and your wealth. We have a special guest, Dr. Ahuva Gamliel, from Hollywood, Florida on the show. We will discuss natural and holistic medicine, and what are some of its benefits.Prof. Ahuva GamlielMibaso Holistic Health4401 Sheridan StSuite #2 Inside Post Haste PharmacyHollywood, FL 33021www.mibaso.orgDavies Wealth Management684 SE Monterey RoadStuart, FL 34994772-210-4031https://TDWealth.Net
Nov 4, 2022
31 min
Beneficiaries, TOD accounts, Estate Planning, and the latest market updates
In this episode, I talk about the importance of having a beneficiary, your healthcare advocates, and some estate planning tips. Along with some market updates and what's going on in the financial world.
Oct 28, 2022
14 min
"In Home Care" Explained with guest Jonathan White, Market updates & life insurance and long term care
In this episode, we go in-depth with "in Home Care" with special guest Jonathan White from Assisting Hands Ft Lauderdale. We talk about costs, how to get them paid for, and hot topics surrounding in-home care. As always discussing the markets, some current updates and a high level overview of life insurance and long term care.
Oct 20, 2022
43 min
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