Friday, January 19, 2024How to Use the FRS Pension Calculator
Send us a text Planning for retirement is crucial for financial security, and the FRS Pension Calculator is an invaluable tool in this process. As a r...
Friday, January 12, 2024What is a Bitcoin ETF
Send us a text Bitcoin ETFs are rapidly gaining popularity among investors due to several factors. First and foremost, there is an increased interest ...
Wednesday, January 3, 2024Why you need a Wealth Advisor and how to get started
Send us a text Welcome to "1715 Treasure Coast Financial wellness podcast," your go-to podcast for unlocking the power of financial success and demyst...
Thursday, October 26, 2023Estate Planning: It's for everyone! Hear from an Estate Planning Attorney on our latest episode
Send us a text Introduction: Welcome back to another episode of "1715 Treasure Coast Financial Wellness Podcast." Today, we have a distinguished guest...
Wednesday, September 13, 2023How Professional Athletes Manage Their Money: Denis Potvin and Thomas Davies talk planning for athletes
Send us a text Why Financial Planning is Important for Professional Athletes Professional athletes often earn a high income, but their careers are ty...
Saturday, August 5, 2023Why Life Insurance and why you might need it! Season 2 Eps 11
Send us a text 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 ter...
Thursday, July 27, 2023How Fixed Index Annuities Work, are they right for you? Season 2 Eps 10
Send us a text 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 the...
Friday, July 21, 2023Why Saving For Your Goals is Important! Season 2 Eps 9
Send us a text Today we chart out the process of saving for your goals, and what does this process look like. ✅ BOOK AN APPOINTMENT TODAY: https://da...
Friday, July 7, 2023How to Building Successful and Passive Income: Season 2 Eps 8
Send us a text In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generatin...
Thursday, June 29, 2023How to Tax Plan, and Recent Market News: Season 2 EPS 7
Send us a text In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your...
Thursday, June 22, 2023How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6
Send us a text In this episode asset allocation is the topic on why it's not good to put all your eggs into one basket. This hold true as a business o...
Tuesday, April 4, 2023How to Manage Credit Card Debt - Season 2 EPS 5
Send us a text Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit...
