The definitive audio resource for Florida professionals, retirees, and athletes.
Hosted by Thomas Davies, we bridge the gap between complex financial theory and actionable fiduciary strategy.
Every episode of 1715 Treasure Coast Financial Wellness is designed to help you navigate the unique economic challenges of the Sunshine State. From the sunsetting tax laws to the intricacies of the Florida Retirement System (FRS), we provide the objective, fee-only perspective you won't hear from big-box brokerage firms.
Key Themes We Explore:
The Fiduciary Standard: Why "Independence" is your greatest asset.
Retirement Transitions: Maximizing DROP payouts and FRS Investment Plans.
Executive Equity: Navigating RSUs, ISOs, and SMA portfolio architecture.
Legacy Preservation: Estate planning beyond the simple Will.
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Available on all major platforms:
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The podcast is for education; your plan should be for results. Book a 15-minute "Podcast Follow-up" call to discuss a fiduciary audit of your current holdings.
