All Episodes

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

Send us a text In this podcast, we discuss the 5 key benefits of working with a financial advisor, highlighting why your financial advisor is your sec...

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

Send us a text Join Davies Wealth Management as we delve into strategies to help you maximize your wealth at the Wealth Generation Stage in 2024. Lear...

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

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

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

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

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

Send us a text 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...

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

Send us a text 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 weal...

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

Send us a text Retirement planning is crucial for a secure financial future. It involves making strategic decisions about your finances to ensure a co...

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

Send us a text When it comes to financial success, estate planning plays a crucial role. It involves creating a well-thought-out strategy for the dist...

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

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

Wednesday, February 28, 2024 Demystifying Fixed Index Annuities

Send us a text Fixed Index Annuities, or FIAs, are financial tools that blend the security of fixed annuities with the potential for market-linked gro...

Monday, January 29, 2024 FRS Florida retirement system

Send us a text The Florida Retirement System (FRS) is a retirement system that many individuals in Florida rely on for their retirement planning. It o...

Friday, January 26, 2024 Understanding the Financial Challenges Faced by Professional Athletes

Send us a text Professional athletes in sports such as NHL, NFL, NBA, MLB, and MLS have the potential to earn significant amounts of money throughout ...