Path To Wealth & Wisdom

Fundamentals Of Investing

Buzzwords are a big part of the financial landscape and for the average investor, it can be difficult to navigate this language and understand what is really being said. Steve and Sean break down some commonly used terms in the financial world, discuss what they mean, and why they are important in regards to your retirement portfolio.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

Why Diversification Is Important In Volatile Times

There's no doubt that the market has been volatile lately and may continue to be unsteady as the market starts to factor in the effect the pandemic has had on small to mid size businesses. One way to help protect your portfolio is by making sure you are diversified. Steve and Sean define what exactly diversification is and how you may be able to use it to your advantage.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

Market Volatility

With so much uncertainty this year and more still to come, the market is going to experience a lot of volatility. Steve and Sean guide you through navigating the highs and lows of the market, and how to protect your money as you head towards retirement.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

Life Insurance

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

Retiring Early Part 4 - Taxes & Retirement Income

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

Retiring Early, Part 3 - Taking Control Of Your Expenses

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

Retiring Early, Part 2 - Spending Habits

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

Retiring Early, Part 1

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

Medicare With Deb Cmar

There's quite a few places to slip up when applying for and choosing Medicare plans. Not to mention that the consequences for some of those errors can affect you for the rest of your life. Deb Cmar joins us this week to fill you in on the critical details you need to know about Medicare.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

IRA Rollovers, Part 2

Last week we covered the basics of IRA rollovers, what they are, who may benefit from them. On this podcast, Steve and Sean dive into more technical details of this investment and how the SECURE Act has changed a few things in this landscape.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com