Path To Wealth & Wisdom
Episodes
Thursday Oct 29, 2020
Life Insurance
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Life insurance can often be overlooked when you are putting together a retirement plan. That's why Steve and Sean are here to explain some of the lesser known life insurance benefits.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 22, 2020
Retiring Early Part 4 - Taxes & Retirement Income
Thursday Oct 22, 2020
Thursday Oct 22, 2020
To wrap up our early retirement series, we focus on taxes and retirement income today. Steve and Sean talk about some tax planning you should consider doing right now and the different ways you can receive income to fund your retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 15, 2020
Retiring Early, Part 3 - Taking Control Of Your Expenses
Thursday Oct 15, 2020
Thursday Oct 15, 2020
It's easy to make emotional decisions with our money as we have stated many times on the show before. Advertising companies have developed really effective techniques to try and get you to spend your money emotionally on what they have to offer. Steve talks to us today on how to take control of what you spend in order to live the lifestyle that you want in retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 08, 2020
Retiring Early, Part 2 - Spending Habits
Thursday Oct 08, 2020
Thursday Oct 08, 2020
This is the second installment on our early retirement series. Most people do not like the idea of living on a budget. That word makes them feel restricted, but it is important to know what you are spending every month even if you do not have strict spending rules. On today's episode, Steve and Sean discuss why making an expense sheet and keeping track of your spending habits is imperative to being able to retire early.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 01, 2020
Retiring Early, Part 1
Thursday Oct 01, 2020
Thursday Oct 01, 2020
COVID-19 has caused many workers to be laid-off and forced into early retirement. We've also seen people that want to retire early by choice because of how drastically their work environment has shifted over the past few months. This is our first installment of a 5 part series on early retirement. Today, Steve and Sean talk about planning and preparing a plan so that early retirement is possible.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com