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 13, 2019
Jun 13, 2019
14 min
A recent Fidelity study found that a majority of women do not feel comfortable making financial decisions on their own. Let's explore why, and see how we can give women more confidence when it comes to planning for retirement.
Jun 6, 2019
Jun 6, 2019
18 min
Depending on who you talk to, annuities are either the greatest thing since sliced bread or they're the scourge of humanity. Why is there so much confusion about this particular financial topic? Steve Davis will help answer that question on today's show, give you the 411 on how annuities work and give examples of they are and are not appropriate to include in a financial plan.
May 28, 2019
May 28, 2019
2 min
Welcome to a new podcast that will help you plan for your financial future and retirement. It's Your Healthy Retirement with Steve Davis of Davis Wealth Management, serving you throughout New Hampshire. Each week, Steve will bring you common sense planning guidance and advice to help you stay on the right track to get to and through retirement. Listen to this quick episode for a preview of what's to come. Episode 1 is coming soon.
Meanwhile, learn more about Steve Davis here: http://www.daviswealthmgmt.com/