Latest Episode · Jun 22, 2026

Estate Tax Exemption Ends 2026: Protect Your Wealth Now

24 min
▶ Listen to full episode
✨ AI-picked moments — tap to preview
40% Tax Target Appears New Year's Day
“Imagine waking up on January 1st, 2027.…”
▶ 32s preview · AI-picked moment 1
$3.2 Million Bill Just Because Date Changed
“Take a married couple with the $22 million estate. Under the 2026 rules, they are complete…”
▶ 38s preview · AI-picked moment 2
Fire-Sale Your Life's Work To Pay IRS
“That's the tragedy. If you spend 40 years meticulously building a family business, the abs…”
▶ 32s preview · AI-picked moment 3

Recent Episodes

Estate Tax Exemption Ends 2026: Protect Your Wealth Now
Jun 22, 2026 · 24 min
Life Insurance & Estate Planning: Protect Your Family's Wealth
Jun 19, 2026 · 23 min
Medicare Coverage Gaps: What Treasure Coast Retirees Must Know
Jun 17, 2026 · 15 min
TCJA Sunset 2026: Protect Your Wealth Before the $7M Tax Trap Hits
Jun 15, 2026 · 21 min
Market Corrections: 7 Proven Ways to Protect Your $1M+ Portfolio
Jun 12, 2026 · 23 min
Save Thousands in Taxes: Asset Location Strategy
Jun 10, 2026 · 25 min
Estate Tax 2026: 7 Steps Before Year-End for Florida
Jun 8, 2026 · 20 min
Long-Term Care Planning: Protect Your Florida Wealth
Jun 5, 2026 · 20 min
Rebalance at Market Peaks: 5 Strategies for $2M+ Portfolios
Jun 3, 2026 · 23 min
Medicare IRMAA Surcharges: 7 Strategies for 2026
Jun 1, 2026 · 25 min
Executive Retirement: Master Your RSUs & Stock Options
May 29, 2026 · 22 min
Private Wealth vs. Wirehouses: Which Advisor Wins?
May 27, 2026 · 23 min
The 1715 Podcast · Davies Wealth Management — fee-based fiduciary · Stuart, FL · Educational only, not investment advice

We can help you make the most of what you have!