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
Mar 16, 2023
Mar 16, 2023
18 min
When you go into retirement, it's important to understand the different costs that will come up. Most people do not understand how much they are truly paying in fees, taxes, and expenses related to their retirement planning and products. Steve and Sean will discuss why you should have a good understanding of how much you are spending in these categories in order to make an educated decision.
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
Feb 9, 2023
Feb 9, 2023
16 min
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.
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
Feb 2, 2023
Feb 2, 2023
15 min
Market volatility became the norm in 2022 and this made a lot of people worry about their retirement plan. Steve and Sean will discuss some strategies you may be able to implement to minimize market volatility in down markets.
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
Jan 26, 2023
Jan 26, 2023
17 min
With a lot of different economic issues still happening while we are entering the new year, many people are wondering if it's going to be as turbulent as 2022. Steve and Sean will talk about some possible trouble we might see this year and how to be proactive about these issues.
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
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