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 16, 2022
Jun 16, 2022
17 min
Annuities can be a polarizing subject for many people. It's one of the more misunderstood financial tools available, so we hope to clear up some misconceptions on today's show. Sean will discuss what an annuity is, the different types that are out there, and why this vehicle has received such a bad rap in the past.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jun 9, 2022
Jun 9, 2022
17 min
The retirement landscape now is much more different than it was several decades ago. Pensions are not as common and saving for retirement mainly falls on the individual. This can present some challenges, but also some opportunities that we will discuss on today's show.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jun 2, 2022
Jun 2, 2022
19 min
Retirement is not a finish line that you cross and be over and done with. There are actually a few phases to retirement that you must plan out. Steve and Sean will discuss these phases of retirement and what all they entail.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
May 26, 2022
May 26, 2022
18 min
Inflation has been steadily going up and now we are really feeling the effects of it with our everyday purchases. It's important for us to plan for inflation in our retirement, so we are not surprised when goods and services go up. Steve and Sean will talk about our current inflation status and some strategies you may want to consider to combat this risk.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Mar 24, 2022
Mar 24, 2022
19 min
The current economic landscape has many retirees and pre-retirees worried about the longevity of their money. However, there are strategies you can utilize in order to combat some of these challenges so you can retire with peace of mind. Sean will discuss some of the issues in today's environment and what you can do about them.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Feb 17, 2022
Feb 17, 2022
12 min
Life insurance can be a tough topic to tackle because it deals with our own mortality. However, this tool can be useful in retirement and can make a big difference for many people. Sean will discuss some of the ways you may be able to utilize life insurance in your retirement plan.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Feb 10, 2022
Feb 10, 2022
14 min
There are many different risks associated with retirement planning, but one of the biggest ones is sequence risk. This risk may affect the amount of money you have for your retirement if you do not plan properly. Sean will discuss what exactly this risk is and how harmful it can really be on your retirement.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jan 27, 2022
Jan 27, 2022
8 min
If you are considering joining the Great Resignation crowd, there are a few things you need to think about before you quit your job. Sean will discuss various job benefits you could lose and some strategies for saving money.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jan 20, 2022
Jan 20, 2022
13 min
We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Steve and Sean talk about some of the factors that have contributed to the rise of inflation and how this could impact your retirement plan.
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 13, 2022
Jan 13, 2022
14 min
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the reasons why people are leaving the workforce and explore a lot of the impacts this is having on retirement planning.
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