Path To Wealth & Wisdom

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

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

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

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

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

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

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

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

The stock market is a constant cycle of ups and downs. It is important to be aware of this and be disciplined enough to stay during the worst downturns if you are a long term investor. Today's show focuses on the importance of long term investing and the possible benefits you can reap if you can stomach the market.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

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