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 retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335. Or visit https://www.daviswealthmgmt.com/ online. We hope you enjoy the Path To Wealth & Wisdom!
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Thursday Oct 26, 2023
Thursday Oct 26, 2023
Medicare is a complex topic that many people feel confused by. To help clear up some confusion, we invite Deb Cmar on this epiosde. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics and some important details that can be easily missed.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Oct 12, 2023
Thursday Oct 12, 2023
Retirement planning is crucial in order to set yourself up for success once you quit your job. It's important to start planning for this as early as you can, so that you are not just guessing that you will have enough money in retirement. Sean will discuss some ways you can start planning early and the impact this can have on your financial future.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Oct 05, 2023
Thursday Oct 05, 2023
Future taxes are a big concern when planning for retirement right now. Government spending isn't slowing down, so many financial professionals believe that tax rates will have to increase in the future, which is why it's good to plan for it now. Sean will be discussing what a Roth IRA is and how it might help you when it comes to tax planning.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Sep 28, 2023
Thursday Sep 28, 2023
For many people, social security makes up a large portion of their retirement income. It can be overwhelming to know when you should take it because of all the possible strategies you could utilize. On this epiosde, Sean will discuss different social security strategies and why you may want to turn to a professional before making this big decision.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Sep 14, 2023
Thursday Sep 14, 2023
Retirement is a big change for many individuals and you want to make sure you have a plan for this transition. If you go into retirement without a set plan, you may make a lot of mistakes that could have been avoided. Sean will discuss what he looks at when putting together a retirement plan and the importance of planning ahead of time.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Market timing can be a dangerous game to play. When we make investment decisions based off our emotions, the result is almost never good. We will be discussing why you shouldn't market time and the potential loss you can experience when doing this.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Aug 31, 2023
Thursday Aug 31, 2023
Taxes can have a huge impact on your overall retirement, whether you plan for them, or not. The sooner you plan, the better off your retirement will be. Sean discusses some strategies you may want to consider and why this is such an important subject to discuss.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Aug 24, 2023
Thursday Aug 24, 2023
Staying calm when the market is volatile can be difficult to manage. Many times, people will want to make an emotional decision with their money and it's often a bad choice for their retirement plan. Sean will discuss how constructing a well thought out portfolio can help you keep your cool during these market downturns.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Aug 17, 2023
Thursday Aug 17, 2023
There is a lot of information about annuities out there. It can be difficult to know what is true about them when there are so many different opinions on them. Sean will be discussing some annuity basics and why you may use one in your plan.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Thursday Jun 15, 2023
Thursday Jun 15, 2023
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? Sean will discuss the questions you should ask your financial advisor and the different areas a comprehensive retirement plan should focus on.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com