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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 172 episodes available.
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
August 08, 2019Long Term CareLong term care can sap a surprising amount of your retirement dollars. Let's make sure that you're properly planning for the possibility that you will need long term care in your later years....more18minPlay
August 01, 2019The Importance Of A PlanDo you know how to handle your finances if there's a crash in the stock market? What about your children - how much will you be financially supporting them in retirement? Are you going to be able to afford long-term care when you need it? Questions like these need to be answered in a well-crafted retirement plan. Steve Davis can help....more18minPlay
July 25, 2019SECURE Act UpdateAs the SECURE Act makes its way through Congress, let's give an update on what that bill is looking like and how it could affect your retirement....more24minPlay
July 18, 2019Don't Procrastinate Your PlanningIt can be tempting to put off the work that's needed to properly plan for your retirement. After all, you've got plenty of time to figure it out, right? Steve will explain all the benefits of getting your finances figured out right away for retirement....more22minPlay
July 11, 2019What You Should Look For In A Financial AdvisorWhen choosing someone to handle your finances, there are a handful of qualities you should expect, as well as a few red flags you should be on the lookout for. Steve will give us some insider tips on how to choose the right advisor for you....more14minPlay
July 03, 2019RMDs And The SECURE ActSteve comments on The SECURE Act, a recent bill that is making its way through Congress. How will this new law potentially affect your IRAs and your RMDs?...more14minPlay
June 27, 2019Social Security Planning Made EasySteve just wrapped up a seminar where he taught people about all the nuances of social security that the average person doesn't consider. Let's review some important things to keep in mind about social security as you plan for retirement. We'll also dive into how to properly make financial decisions during the grieving process....more14minPlay
June 20, 2019Investing 101To the average layperson, investing lingo can be confusing and overwhelming. Steve will help break down some common terms and ideas in the financial world so you can understand what to do with your money as you invest for retirement....more17minPlay
June 13, 2019Women And FinancingA recent Fidelity study found that a majority of women do not feel comfortable making financial decisions on their own. Let's explore why, and see how we can give women more confidence when it comes to planning for retirement....more15minPlay
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 172 episodes available.