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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.
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
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
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 177 episodes available.