Path To Wealth & Wisdom

When putting together a retirement plan, you want to be sure the final product is comprehensive and forward thinking. Steve and Sean will discuss what makes up the framework of a smart retirement plan is on today's show.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

When you go into retirement, it's important to understand the different costs that will come up. Most people do not understand how much they are truly paying in fees, taxes, and expenses related to their retirement planning and products. Steve and Sean will discuss why you should have a good understanding of how much you are spending in these categories in order to make an educated decision.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

Market volatility became the norm in 2022 and this made a lot of people worry about their retirement plan. Steve and Sean will discuss some strategies you may be able to implement to minimize market volatility in down markets.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

With a lot of different economic issues still happening while we are entering the new year, many people are wondering if it's going to be as turbulent as 2022. Steve and Sean will talk about some possible trouble we might see this year and how to be proactive about these issues.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

On this episode, we will be talking about a new piece of legislation that got passed called the SECURE Act 2.0. Sean will be discussing the major changes this bill brings and how it might impact your retirement.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

With the new year starting, we look back on how 2022 went for the economy and how it will impact 2023.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

On today's episode, Steve and Sean will be talking about the main 3 phases of retirement and what to expect in each phase.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

We are living a lot longer as a society now and while this is overall a great thing, this presents a few risks when it comes to retirement. Steve and Sean will be discussing how longevity risk can cause other financial risks to go up and how to plan around this.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

Long term investing is a key component when planning for retirement. You need to let your money grow over time without getting too emotional during short term downturns. Steve and Sean will be discussing what they identify as long term investing and how to make smart decisions during volatile times.

Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]