Path To Wealth & Wisdom
Episodes
Thursday Jul 09, 2020
The CARES Act
Thursday Jul 09, 2020
Thursday Jul 09, 2020
Steve Davis is away for this week's show, so Sean Tole will be the one to help us discuss the financial topic today. It has been a few months since the government passed the CARES Act, but are we seeing it affect the economy yet? We also discuss if this piece of legislation was the right move to make to help people that have been impacted by COVID-19.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jul 02, 2020
Market Volatility
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Sean Tole joins Steve Davis to talk about how to handle volatility in the market. People can feel fearful when the market starts to dip, but having a well-structured plan can help alleviate some of these fears. We discuss the importance of long term investing instead of trying to time the market.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jun 25, 2020
Social Security
Thursday Jun 25, 2020
Thursday Jun 25, 2020
We have a special guest on this week's show, Sean Tole. Sean is a National Social Security Advisor and has more than 25 years of experience in investment and retirement planning. Today Steve and Sean talk about some of the biggest misconceptions of Social Security and the importance of working it into your retirement plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jun 25, 2020
Financial Procrastination
Thursday Jun 25, 2020
Thursday Jun 25, 2020
The earlier you save for retirement, the better off you will be. We've heard that saying many times, but some people still procrastinate when it comes to saving for retirement. Today Steve Davis will talk about the power of compounding interest and why it is so vital to save as soon as you're able to.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jun 18, 2020
Pleasure In Retirement Spending
Thursday Jun 18, 2020
Thursday Jun 18, 2020
Retirement is not just about making ends meet without a paycheck. Many people want to go out and do things that they did not have time for in their working years. Steve Davis will talk about a couple strategies that he has used to help his clients meet their discretionary spending goals.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jun 04, 2020
Investing 101
Thursday Jun 04, 2020
Thursday Jun 04, 2020
It's no secret that the financial world is filled with a lot of jargon and specialized terms that can get confusing. So on this week's show, Steve Davis will take a step back and break down some of the fundamentals of investing.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Monday Jun 01, 2020
Taking Down Debt
Monday Jun 01, 2020
Monday Jun 01, 2020
There are a lot of different strategies for reducing and eliminating debt, some of which are riskier than others. Let's take a look at your options, and talk about which ones might suit you the best, as well as some common pitfalls to avoid.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday May 21, 2020
Why A Roth IRA Might Be Right For You
Thursday May 21, 2020
Thursday May 21, 2020
Since this pandemic hit, the government has spent a large amount of money in order to help alleviate the sudden loss of a paycheck many American citizens have felt. While this has been helpful, it is not without a cost. Taxes are at a historically low rate, but with all of this government spending, many people believe that they will have to go up in the future. Steve Davis talks on today's show on why a Roth IRA might be worth looking into.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday May 14, 2020
The New Rules For A Post-Pandemic Retirement
Thursday May 14, 2020
Thursday May 14, 2020
Today we go over an article published by The Washington Post that talks about the "new rules" for retirement. But can these rules actually be deemed as new? Or have they always been good rules to follow when building a financial plan? Steve Davis gives us his thoughts on this article and also discusses the effects of inflation towards the end of the conversation.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday May 07, 2020
Finding The Right Fiduciary
Thursday May 07, 2020
Thursday May 07, 2020
When choosing a financial advisor to handle your life savings, you want to make sure they are a perfect fit. You want them to keep your best interest in mind and some are required to do so. However, there are others that do not have that legal obligation and and only want to sell you specfic financial products. Today Steve Davis discusses what a fiduciary is and why you may want to consider one when looking for a financial advisor.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com