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Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They’ll walk you through the important things you need to know about retirem... more
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 177 episodes available.
January 16, 2020The SECURE Act Passed - Now What?After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Steve Davis will hit the main points of this new bill and how it will change retirement planning. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more16minPlay
January 09, 2020Financial ProcrastinationThere is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Today's show covers how to try and avoid procrastination in our finances and how we may be able to get a jump start on saving for retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more10minPlay
December 19, 2019Emotional InvestingEmotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Steve Davis will discuss why we should try to avoid emotional investing and why we should keep the course of a plan. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more14minPlay
December 12, 2019Structuring A Retirement PlanIt is crucial to know what you want out of retirement in order to put together a plan that will work. Steve Davis will discuss what factors that may considered when structuring a retirement plan and why it is important to have a solid plan in place. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more13minPlay
December 05, 2019Traditional IRA Vs Roth IRAIRAs can be a helpful investment for your retirement plan, but what are the ins and outs of them? Today Steve Davis will explain the differences between a traditional and Roth IRA. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more18minPlay
November 26, 2019Investment VehiclesIt is important to have an income plan mapped out for your retirement. This plan should fill any gaps that may be present, but what how do we achieve this? Steve Davis will discuss how you might be able to attain this with the use of various investment vehicles. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more16minPlay
November 21, 2019Millennials & MoneyIt's no secret that the earlier you plan for retirement, the better off you will be. Today we talk about millennials and the factors they will need to consider when planning for retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more13minPlay
November 14, 2019Medicare & MedicaidThere is a lot of confusion surrounding Medicare and Medicaid. Steve Davis will help clear up any confusion and break down how these two programs work and what to look out for in each one. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more23minPlay
November 07, 2019Choosing A FiduciaryMany people choose to plan their retirement with a financial advisor. Today's show breaks down why you want to choose a fiduciary financial advisor and the benefits of working with this type of advisor. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more11minPlay
October 31, 2019Long Term InvestingThe stock market is a constant cycle of ups and downs. It is important to be aware of this and be disciplined enough to stay during the worst downturns if you are a long term investor. Today's show focuses on the importance of long term investing and the possible benefits you can reap if you can stomach the market. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more17minPlay
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 177 episodes available.