Path To Wealth & Wisdom-logo

Path To Wealth & Wisdom

Business & Economics Podcasts

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!

Location:

United States

Description:

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!

Language:

English


Episodes

Why You Need A Retirement Plan

9/14/2023
Retirement is a big change for many individuals and you want to make sure you have a plan for this transition. If you go into retirement without a set plan, you may make a lot of mistakes that could have been avoided. Sean will discuss what he looks at when putting together a retirement plan and the importance of planning ahead of time. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:15:55

Market Timing Risk

9/7/2023
Market timing can be a dangerous game to play. When we make investment decisions based off our emotions, the result is almost never good. We will be discussing why you shouldn't market time and the potential loss you can experience when doing this. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:16:22

Proactive Tax Planning

8/31/2023
Taxes can have a huge impact on your overall retirement, whether you plan for them, or not. The sooner you plan, the better off your retirement will be. Sean discusses some strategies you may want to consider and why this is such an important subject to discuss. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:20:06

Staying Calm During Market Volatility

8/24/2023
Staying calm when the market is volatile can be difficult to manage. Many times, people will want to make an emotional decision with their money and it's often a bad choice for their retirement plan. Sean will discuss how constructing a well thought out portfolio can help you keep your cool during these market downturns. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:19:31

Are Annuities Right For You?

8/17/2023
There is a lot of information about annuities out there. It can be difficult to know what is true about them when there are so many different opinions on them. Sean will be discussing some annuity basics and why you may use one in your plan. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:18:58

What To Ask An Advisor?

6/15/2023
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? Sean will discuss the questions you should ask your financial advisor and the different areas a comprehensive retirement plan should focus on. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:16:17

Three Retirement Account Types

6/8/2023
Taxes can be a huge potential pain point for your retirement. It's better to start proactively putting together a tax strategy now rather than push it off to the future. Sean will discuss the 3 types of taxation when it comes to retirement accounts and why you should have tax diversification in your plan. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:21:30

4 Pre-Retirement Tips

4/28/2023
It's crucial to start preparing for retirement as early as you can. On today's show, Sean will discuss 4 pre-retirement tips to get you on track to building a solid retirement plan. Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Duration:00:19:13

Smart Retirement Plan

3/23/2023
When putting together a retirement plan, you want to be sure the final product is comprehensive and forward thinking. Steve and Sean will discuss what makes up the framework of a smart retirement plan is on today's show. 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

Duration:00:20:40

Understanding Fees, Taxes, and Expenses

3/16/2023
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

Duration:00:18:59

SECURE Act 2.0 Basics

2/9/2023
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

Duration:00:16:51

Market Volatility and Retirement Planning

2/2/2023
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

Duration:00:15:14

Being Proactive In 2023

1/26/2023
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

Duration:00:17:32

SECURE Act 2.0

1/19/2023
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

Duration:00:09:32

2023 Outlook

1/12/2023
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

Duration:00:09:57

Phases Of Retirement

1/5/2023
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

Duration:00:20:05

Longevity Risk

12/29/2022
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

Duration:00:19:50

Long Term Investing

12/20/2022
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

Duration:00:17:20

Medicare With Deb Cmar

10/13/2022
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

Duration:00:19:57

Planning For Today’s Retirement

10/6/2022
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

Duration:00:17:11