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
Jan 19, 2023
Jan 19, 2023
9 min
On this episode, we will be talking about a new piece of legislation that got passed called the SECURE Act 2.0. Sean will be discussing the major changes this bill brings and how it might impact your retirement.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jan 12, 2023
Jan 12, 2023
9 min
With the new year starting, we look back on how 2022 went for the economy and how it will impact 2023.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jan 5, 2023
Jan 5, 2023
20 min
On today's episode, Steve and Sean will be talking about the main 3 phases of retirement and what to expect in each phase.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Dec 29, 2022
Dec 29, 2022
19 min
We are living a lot longer as a society now and while this is overall a great thing, this presents a few risks when it comes to retirement. Steve and Sean will be discussing how longevity risk can cause other financial risks to go up and how to plan around this.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Dec 20, 2022
Dec 20, 2022
17 min
Long term investing is a key component when planning for retirement. You need to let your money grow over time without getting too emotional during short term downturns. Steve and Sean will be discussing what they identify as long term investing and how to make smart decisions during volatile times.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Oct 13, 2022
Oct 13, 2022
19 min
We have a bit of a different podcast for you today. Steve and Sean take a step back and let Deb Cmar take over this episode. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics you should know and some important details that can be overlooked.
Visit Deb Cmar's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: deb@daviswealthmgmt.com
Oct 6, 2022
Oct 6, 2022
17 min
The retirement world has changed a lot in the past few decades. Pensions used to be more widely available, but now the responsibility falls more to the individual to make sure they are set for retirement. Steve and Sean will talk about some of the key differences with today's retirement and how to proactively plan for it.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Sep 29, 2022
Sep 29, 2022
16 min
The market has been seeing quite a bit of volatility lately. Many people feel fear and do not know what they should be doing in their financial plan. Steve and Sean will be talking about some of the hidden opportunities when the market is down and it's important to get a plan together that can withstand downturns like these.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Sep 22, 2022
Sep 22, 2022
14 min
Interest rates have been going up, but what does this actually mean for the average investor? Steve and Sean will discuss some of the impacts rising interest rates can cause and the effects it can have on your retirement.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
Aug 22, 2022
Aug 22, 2022
11 min
We have witnessed a surge in credit card debt recently. Prices keep going up and many are having to utilize their credit card a bit more in order to pay for their expenses. Sean will discuss why he likes to get his clients out of credit card debt when planning for retirement.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com