Path To Wealth & Wisdom
Episodes
Thursday Feb 18, 2021
Sequential Risk & Your Retirement Money
Thursday Feb 18, 2021
Thursday Feb 18, 2021
When going into retirement, there are a myriad of risks to avoid, but today we want to focus on sequential risk. If you retire during a down market, your portfolio could suffer greatly if you have not accounted for this type of risk. Steve and Sean explain how to avoid this risk and the damage it can do if you are no prepared.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Monday Feb 15, 2021
Long Term Investing Is Essential For A Successful Retirement Plan
Monday Feb 15, 2021
Monday Feb 15, 2021
A lot of retirement planning concepts go back to fundamental ideas of investing. Buy low sell high, and investing for the long term are common discussion points on the show, but it cannot be overstated how important these concepts are to a retirement plan. Steve and Sean discuss the definition of long term investing and getting rid of emotions out of your financial decisions so you do not become a day trader.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Tuesday Feb 09, 2021
Creating A Retirement Plan
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
We talk all the time about getting a retirement plan and sticking to it, but what pillars make up a retirement plan? Steve and Sean discuss the main considerations and problem areas when creating a retirement plan for their clients on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com