What you do with the $150,000 to $400,000 you need over the next two years could quietly cost you thousands in taxes and Medicare premiums. In this episode, we’re talking directly to retirees with seven-figure portfolios who want smarter answers than generic financial advice delivers. We break down six safe, short-term investing strategies designed to protect your purchasing power without sacrificing yield—covering high-yield savings, Treasury bills, money market funds, CDs, short-duration bonds, and more. You’ll learn how each option affects your after-tax return, your IRMAA thresholds, and your long-term wealth management plan. This is the kind of fiduciary, fee-based financial planning conversation that actually matters when you’re living off your portfolio in retirement—especially here in Florida, where every dollar has to work hard. Ready to talk? Schedule a complimentary discovery call at TDWealth.net. For educational purposes only. Not investment advice.
This episode was generated using Google NotebookLM Audio Overview — an AI-powered conversational podcast format grounded in source documents.
For educational purposes only. Not investment advice. Davies Wealth Management is a fee-based fiduciary registered investment advisor in Stuart, Florida. TDWealth.net
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