Path To Wealth & Wisdom
Episodes
Thursday Aug 27, 2020
Financial Issues That Are Particularly Challenging For Women
Thursday Aug 27, 2020
Thursday Aug 27, 2020
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Aug 20, 2020
Diversification In A Retirement Portfolio
Thursday Aug 20, 2020
Thursday Aug 20, 2020
We have all heard the saying "don't put all your eggs in one basket." This saying holds true with retirement planning as well. Steve Davis will discuss how a proper retirement portfolio utilizes diversification and why including this in your plan is crucial.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Aug 13, 2020
Life Insurance
Thursday Aug 13, 2020
Thursday Aug 13, 2020
Life insurance is an aspect of retirement planning you need to take into consideration at a younger age, which can seem counterintuitive. But it can be a critical aspect to a retirement plan and needs some careful deliberation to see what plan can fit you. Steve and Sean will discuss how life insurance can be used and why it is something that should not be overlooked.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Aug 06, 2020
Making Smart Tax Moves Now
Thursday Aug 06, 2020
Thursday Aug 06, 2020
We have to accept that the United States is currently in a lot of debt and it may shoot up even further if another stimulus bill gets passed. Right now, we are in a historic low tax environment, but it may not stay that way for long because of our increasing debt as a nation. Steve and Sean talk about some tax-efficient planning that may help you avoid paying a huge tax bill in the future.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com