Friday, March 15, 2024Retirement 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, 2024Empower 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, 2024Demystifying 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, 2024FRS 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...
Friday, January 26, 2024Understanding the Financial Challenges Faced by Professional Athletes
Professional athletes in sports such as NHL, NFL, NBA, MLB, and MLS have the potential to earn significant amounts of money throughout their careers. ...
Friday, January 19, 2024How to Use the FRS Pension Calculator
Planning for retirement is crucial for financial security, and the FRS Pension Calculator is an invaluable tool in this process. As a resource for est...
Friday, January 12, 2024What is a Bitcoin ETF
Bitcoin ETFs are rapidly gaining popularity among investors due to several factors. First and foremost, there is an increased interest in cryptocurren...
Wednesday, January 3, 2024Why you need a Wealth Advisor and how to get started
Welcome to "1715 Treasure Coast Financial wellness podcast," your go-to podcast for unlocking the power of financial success and demystifying the role...
Thursday, October 26, 2023Estate Planning: It's for everyone! Hear from an Estate Planning Attorney on our latest episode
Introduction:Welcome back to another episode of "1715 Treasure Coast Financial Wellness Podcast." Today, we have a distinguished guest with a wealth o...
Wednesday, September 13, 2023How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes
Why Financial Planning is Important for Professional AthletesProfessional athletes often earn a high income, but their careers are typically short-liv...
Saturday, August 5, 2023Why Life Insurance and why you might need it! Season 2 Eps 11
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 term and whole lif...
Thursday, July 27, 2023How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10
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 them and maybe the...
