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
Sep 26, 2019
Sep 26, 2019
22 min
There's a lot of information and difference of opinion out there about annuities. Steve Davis helps break it all down, so that you can figure out if an annuity is a good fit for your retirement plan or not.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Sep 19, 2019
Sep 19, 2019
16 min
After checking in about the latest going-ons in the economy and the stock market, we'll turn our attention to the fact that September is Life Insurance Awareness Month. Let's make sure that you have all the information you need about the ins and outs of life insurance.
Aug 8, 2019
Aug 8, 2019
17 min
Long term care can sap a surprising amount of your retirement dollars. Let's make sure that you're properly planning for the possibility that you will need long term care in your later years.
Aug 1, 2019
Aug 1, 2019
17 min
Do you know how to handle your finances if there's a crash in the stock market? What about your children - how much will you be financially supporting them in retirement? Are you going to be able to afford long-term care when you need it? Questions like these need to be answered in a well-crafted retirement plan. Steve Davis can help.
Jul 25, 2019
Jul 25, 2019
23 min
As the SECURE Act makes its way through Congress, let's give an update on what that bill is looking like and how it could affect your retirement.
Jul 18, 2019
Jul 18, 2019
21 min
It can be tempting to put off the work that's needed to properly plan for your retirement. After all, you've got plenty of time to figure it out, right? Steve will explain all the benefits of getting your finances figured out right away for retirement.
Jul 11, 2019
Jul 11, 2019
13 min
When choosing someone to handle your finances, there are a handful of qualities you should expect, as well as a few red flags you should be on the lookout for. Steve will give us some insider tips on how to choose the right advisor for you.
Jul 3, 2019
Jul 3, 2019
13 min
Steve comments on The SECURE Act, a recent bill that is making its way through Congress. How will this new law potentially affect your IRAs and your RMDs?
Jun 27, 2019
Jun 27, 2019
13 min
Steve just wrapped up a seminar where he taught people about all the nuances of social security that the average person doesn't consider. Let's review some important things to keep in mind about social security as you plan for retirement. We'll also dive into how to properly make financial decisions during the grieving process.
Jun 20, 2019
Jun 20, 2019
16 min
To the average layperson, investing lingo can be confusing and overwhelming. Steve will help break down some common terms and ideas in the financial world so you can understand what to do with your money as you invest for retirement.