Season 3

Friday, May 3, 2024 Debunking Lower Taxes Myths and Financial Planning for Early Retirement

In this podcast, we delve into the world of financial planning for early retirement specifically tailored for business owners. Join us as we debunk co...

Friday, May 3, 2024 5 Reasons Your Financial Advisor is Your Secret Weapon (2024)

In this podcast, we discuss the 5 key benefits of working with a financial advisor, highlighting why your financial advisor is your secret weapon when...

Friday, May 3, 2024 Maximize Wealth: Wealth Generation Stage (2024)

Join Davies Wealth Management as we delve into strategies to help you maximize your wealth at the Wealth Generation Stage in 2024. Learn valuable tips...

Monday, April 15, 2024 Should I File A Tax Extension For My Taxes in 2024?

In this podcast, we will discuss the benefits and considerations of filing a tax extension for your taxes in 2024. Whether you're feeling overwhelmed ...

Friday, April 12, 2024 How NHL Players can retire comfortably with the right advisor

In this podcast, we discuss the importance of financial advisors for NHL players looking to retire comfortably. We share tips on how to choose the rig...

Thursday, April 11, 2024 Top Wealth Management Tips for NHL Hockey Players

Are you an NHL hockey player looking for tips on how to manage your wealth effectively? In this video, we'll be sharing some top wealth management tip...

Saturday, March 23, 2024 The Benefits of Fee Only Wealth Management

In this podcast, we will discuss the benefits of fee-only wealth management and why it might be the right choice for you. Fee-only wealth management m...

Friday, March 15, 2024 7 Essential Estate Planning Tips for Financial Success

When it comes to financial success, estate planning plays a crucial role. It involves creating a well-thought-out strategy for the distribution of ass...

Friday, March 15, 2024 Retirement Planning: Tips for a Secure Financial Future

Retirement planning is crucial for a secure financial future. It involves making strategic decisions about your finances to ensure a comfortable and w...

Friday, March 15, 2024 Empower Your Financial Future with Personalized Wealth Management

Personalizing wealth management is essential for achieving financial goals. In today's complex financial landscape, a one-size-fits-all approach simpl...

Wednesday, February 28, 2024 Demystifying Fixed Index Annuities

Fixed Index Annuities, or FIAs, are financial tools that blend the security of fixed annuities with the potential for market-linked growth. They can b...

Monday, January 29, 2024 FRS Florida retirement system

The Florida Retirement System (FRS) is a retirement system that many individuals in Florida rely on for their retirement planning. It offers different...