Path To Wealth & Wisdom
Episodes
Thursday Jan 30, 2020
End Of Life Preparation
Thursday Jan 30, 2020
Thursday Jan 30, 2020
Death is never an easy topic to talk about, especially when it involves your parents, but it is a pertinent conversation you need to have with them in order to get everything in place. Steve Davis will guide us through the steps he recommends to take before they pass away and also the first few things to consider after they pass away.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jan 16, 2020
The SECURE Act Passed - Now What?
Thursday Jan 16, 2020
Thursday Jan 16, 2020
After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Steve Davis will hit the main points of this new bill and how it will change retirement planning.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Jan 09, 2020
Financial Procrastination
Thursday Jan 09, 2020
Thursday Jan 09, 2020
There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Today's show covers how to try and avoid procrastination in our finances and how we may be able to get a jump start on saving for retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Dec 19, 2019
Emotional Investing
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Steve Davis will discuss why we should try to avoid emotional investing and why we should keep the course of a plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Dec 12, 2019
Structuring A Retirement Plan
Thursday Dec 12, 2019
Thursday Dec 12, 2019
It is crucial to know what you want out of retirement in order to put together a plan that will work. Steve Davis will discuss what factors that may considered when structuring a retirement plan and why it is important to have a solid plan in place.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Tuesday Nov 26, 2019
Investment Vehicles
Tuesday Nov 26, 2019
Tuesday Nov 26, 2019
It is important to have an income plan mapped out for your retirement. This plan should fill any gaps that may be present, but what how do we achieve this? Steve Davis will discuss how you might be able to attain this with the use of various investment vehicles.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Nov 21, 2019
Millennials & Money
Thursday Nov 21, 2019
Thursday Nov 21, 2019
It's no secret that the earlier you plan for retirement, the better off you will be. Today we talk about millennials and the factors they will need to consider when planning for retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Nov 14, 2019
Medicare & Medicaid
Thursday Nov 14, 2019
Thursday Nov 14, 2019
There is a lot of confusion surrounding Medicare and Medicaid. Steve Davis will help clear up any confusion and break down how these two programs work and what to look out for in each one.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Nov 07, 2019
Choosing A Fiduciary
Thursday Nov 07, 2019
Thursday Nov 07, 2019
Many people choose to plan their retirement with a financial advisor. Today's show breaks down why you want to choose a fiduciary financial advisor and the benefits of working with this type of advisor.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Thursday Oct 24, 2019
Savings Vs. Paying Debt
Thursday Oct 24, 2019
Thursday Oct 24, 2019
It can be difficult to find the correct balance between storing money in your savings and paying down any debt that you may have. Steve Davis offers a few suggestions that might help you to be able to strategically place money into both of these accounts while living within your means.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com