Path To Wealth & Wisdom
Weekly financial and retirement planning guidance with Steve Davis and Sean Tole of Davis Wealth Management in Concord, NH. They’ll walk you through the important things you need to know about retirement, the key questions you should ask, and the steps to take to have a prosperous financial future. Questions for the team? Call 603-715-2335. Or visit https://www.daviswealthmgmt.com/ online. We hope you enjoy the Path To Wealth & Wisdom!
Episodes
Jun 18, 2020
Jun 18, 2020
9 min
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
Jun 4, 2020
Jun 4, 2020
13 min
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
Jun 1, 2020
Jun 1, 2020
13 min
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
May 21, 2020
May 21, 2020
11 min
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
May 14, 2020
May 14, 2020
11 min
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
May 7, 2020
May 7, 2020
11 min
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
Apr 30, 2020
Apr 30, 2020
11 min
It can be easy to feel emotional with your money when you see the market dropping and your nest egg decreasing. We have to remember the simple investing mantra, "buy low, sell high." Steve Davis will discuss about the importance of long term investing and not giving into fear when we see the market go down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Apr 9, 2020
Apr 9, 2020
18 min
We have talked about emotionally investing here on the show before, but this is a key thing to keep in mind while we go through these uncertain times. Many people tend to have a knee jerk reaction of wanting to sell their investments when they see the market take such a drastic downturn. Steve Davis will explain why you should keep your calm during tough times and not emotionally invest.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Apr 3, 2020
Apr 3, 2020
14 min
With all of the ups and downs we have recently seen in the market, there has never been a better time to put a retirement plan in place. Steve Davis will explain how a retirement plan will help alleviate some of the inevitable downturns and how it may help you feel more comfortable in tough times.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Mar 31, 2020
Mar 31, 2020
14 min
We had previously talked about liquidity risk back in February, but with the recent downturn in the market, we revisit this idea again. Steve drives home the idea of why liquidity risk should play a big role in your financial life and how it can be of use when the markets are down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com