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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 06, 2022Planning For Today’s RetirementThe retirement world has changed a lot in the past few decades. Pensions used to be more widely available, but now the responsibility falls more to the individual to make sure they are set for retirement. Steve and Sean will talk about some of the key differences with today's retirement and how to proactively plan for it. Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]E-mail: [email protected]...more18minPlay
September 29, 2022Managing Market VolatilityThe market has been seeing quite a bit of volatility lately. Many people feel fear and do not know what they should be doing in their financial plan. Steve and Sean will be talking about some of the hidden opportunities when the market is down and it's important to get a plan together that can withstand downturns like these. Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]E-mail: [email protected]...more17minPlay
September 22, 2022Interest Rate RiskInterest rates have been going up, but what does this actually mean for the average investor? Steve and Sean will discuss some of the impacts rising interest rates can cause and the effects it can have on your retirement. Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]E-mail: [email protected]...more15minPlay
August 22, 2022Credit Card DebtWe have witnessed a surge in credit card debt recently. Prices keep going up and many are having to utilize their credit card a bit more in order to pay for their expenses. Sean will discuss why he likes to get his clients out of credit card debt when planning for retirement. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more12minPlay
June 16, 2022Does An Annuity Fit Into Your Retirement Plan?Annuities can be a polarizing subject for many people. It's one of the more misunderstood financial tools available, so we hope to clear up some misconceptions on today's show. Sean will discuss what an annuity is, the different types that are out there, and why this vehicle has received such a bad rap in the past. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more18minPlay
June 09, 2022Retiring Today Vs. YesterdayThe retirement landscape now is much more different than it was several decades ago. Pensions are not as common and saving for retirement mainly falls on the individual. This can present some challenges, but also some opportunities that we will discuss on today's show. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more18minPlay
June 02, 2022Phases Of RetirementRetirement is not a finish line that you cross and be over and done with. There are actually a few phases to retirement that you must plan out. Steve and Sean will discuss these phases of retirement and what all they entail. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more20minPlay
May 26, 2022What Should We Do To Be Proactive About Inflation?Inflation has been steadily going up and now we are really feeling the effects of it with our everyday purchases. It's important for us to plan for inflation in our retirement, so we are not surprised when goods and services go up. Steve and Sean will talk about our current inflation status and some strategies you may want to consider to combat this risk. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more19minPlay
March 24, 2022Retiring TodayThe current economic landscape has many retirees and pre-retirees worried about the longevity of their money. However, there are strategies you can utilize in order to combat some of these challenges so you can retire with peace of mind. Sean will discuss some of the issues in today's environment and what you can do about them. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more20minPlay
February 17, 2022Is Life Insurance Right For You?Life insurance can be a tough topic to tackle because it deals with our own mortality. However, this tool can be useful in retirement and can make a big difference for many people. Sean will discuss some of the ways you may be able to utilize life insurance in your retirement plan. Visit Sean Tole's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: [email protected]...more13minPlay
FAQs about Path To Wealth & Wisdom:How many episodes does Path To Wealth & Wisdom have?The podcast currently has 177 episodes available.