Path To Wealth & Wisdom
Episodes
Thursday Apr 29, 2021
Teaching Lessons To Children About Money
Thursday Apr 29, 2021
Thursday Apr 29, 2021
April is national financial literacy month and in honor of that, we discuss some practical lessons you can teach your children early on about money that will help them throughout the rest of their lives.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Apr 22, 2021
Protecting Your Portfolio Against Inflation
Thursday Apr 22, 2021
Thursday Apr 22, 2021
Inflation can eat away at your retirement portfolio without you even realizing it. The goods and services we buy, continue to increase in price as the years go on and we need to take this into consideration. Steve and Sean talk about how to potentially hedge against inflation and how they have seen inflation affect portfolios in their practice.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Apr 15, 2021
What's Your Risk Tolerance?
Thursday Apr 15, 2021
Thursday Apr 15, 2021
Knowing your risk tolerance is a crucial part to your retirement plan. If you take too much risk, you could potentially lose money that you need to pay for your basic needs. But if you don't take enough risk, you may not be able to beat inflation. There's a happy medium for everyone's situation and Steve and Sean discuss some considerations to help you figure yours out.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Apr 08, 2021
Breaking Down Social Security
Thursday Apr 08, 2021
Thursday Apr 08, 2021
There are many opinions and misconceptions when it comes to Social Security. Some people claim they have found the "best claiming strategy" for everyone's situation, but the reality is that there is no silver bullet when it comes to Social Security. The guys discuss some popular myths about Social Security and some factors to consider before you do start claiming it.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Apr 01, 2021
Medicare With Special Guest Deb Cmar
Thursday Apr 01, 2021
Thursday Apr 01, 2021
Today we invite Deb Cmar to the podcast. She serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. Sean and Deb discuss the basics of Medicare and clear up some common misunderstandings of this program.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com