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 6, 2022
Jan 6, 2022
16 min
Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. This allows investors to choose companies that align with their values in these three big areas. While it's nice to be socially conscious, is this a useful strategy for your retirement plan? Steve and Sean give us the rundown on ESG investing and how they utilize this tool when working with clients.
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, 2021
Dec 20, 2021
17 min
We have witnessed some interesting trends in the job market over the course of this last year. Many people are quitting their jobs for better pay, or to just take a break from working altogether. Whatever the reason is, there are many considerations you should make before making this big jump. Steve and Sean will discuss why a bigger salary is not always better and the importance of taking the emotion out of this big 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
Dec 13, 2021
Dec 13, 2021
18 min
Congress passed the SECURE Act back at the end of 2019 with some notable changes. However, this piece of legislation did not get much press before the pandemic struck. Steve and Sean discuss some of the key takeaways from this bill and how this might impact your retirement in the future.
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 16, 2021
Sep 16, 2021
10 min
Life Insurance can be used as a versatile tool in your retirement plan. It does require proper planning ahead of time in order to utilize some of these different strategies. Sean will discuss these strategies and when it might be a good idea to incorporate them into your plan.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jul 29, 2021
Jul 29, 2021
17 min
Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation out there. Making a mistake can be very costly, which is why Sean will address a few social security considerations on the podcast today.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jul 22, 2021
Jul 22, 2021
13 min
Tax planning is one of the most crucial parts of putting together a wholistic retirement plan. Taxes may enhance, or destroy a retirement depending on how you plan for them. Sean talks all about some tax efficient strategies and ways you may be able to utilize them on today's show.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jul 16, 2021
Jul 16, 2021
13 min
Taxes are an issue that are top of mind for many people right now. We have witnessed the government spend trillions of dollars in order to provide aid during the pandemic and it feels inevitable that taxes will only go up. Sean will discuss why using a Roth IRA might be more advantageous right now and how it compares to a traditional IRA.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Jun 17, 2021
Jun 17, 2021
20 min
When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Jun 10, 2021
Jun 10, 2021
19 min
There are some people that tend to procrastinate on getting tasks done in life. It could be something small like mowing the lawn, or cooking dinner. However, your retirement plan is something that you should get together immediately and not wait to get a plan together. Today we talk about the importance starting to save for retirement as early as you can and how having a solid plan can give you peace of mind.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
Jun 3, 2021
Jun 3, 2021
20 min
There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com