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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 171 episodes available.
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
October 24, 2019Savings Vs. Paying DebtIt can be difficult to find the correct balance between storing money in your savings and paying down any debt that you may have. Steve Davis offers a few suggestions that might help you to be able to strategically place money into both of these accounts while living within your means. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more13minPlay
October 17, 2019Sequential RiskThe stock market is as volatile as ever lately. Let's hear from Steve Davis about what sequential risk is, and how that volatility can impact it. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more18minPlay
October 10, 2019Women And InvestingStudies have shown that on average, women have longer lives than men. This aspect alone causes the need for a much different retirement plan. Steve discusses a few strategies women could implement in their plan for an income stream that is sustainable through many years of retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more13minPlay
October 03, 2019Inflation Vs. RiskInflation and risk are two terms that are brought up frequently in the financial world, but do you understand why they are so important to take into consideration when building your portfolio? Let's break these two terms down today, so you understand how they may be affecting you. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more22minPlay
September 26, 2019AnnuitiesThere's a lot of information and difference of opinion out there about annuities. Steve Davis helps break it all down, so that you can figure out if an annuity is a good fit for your retirement plan or not. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more23minPlay
September 19, 2019Life Insurance Awareness MonthAfter checking in about the latest going-ons in the economy and the stock market, we'll turn our attention to the fact that September is Life Insurance Awareness Month. Let's make sure that you have all the information you need about the ins and outs of life insurance....more17minPlay
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 171 episodes available.