Path To Wealth & Wisdom copertina

Path To Wealth & Wisdom

Path To Wealth & Wisdom

Di: Steve Davis
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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!Copyright Steve Davis 2022 Economia Finanza personale Politica e governo
Episodi
  • Pre-Retirement Considerations

    Pre-Retirement Considerations
    Jul 20 2026

    In this episode, Sean discusses pre-retirement considerations and the conversations everyone should have before making the transition into retirement. He explores how to determine if you're financially ready, what kind of lifestyle you want to enjoy in retirement, and how much you may need saved. Sean also explains how pensions, Social Security benefits, and catch-up contributions can play an important role in creating a well-rounded retirement plan.
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    22 min
  • Is An Advisor Worth It?

    Is An Advisor Worth It?
    Jul 16 2026

    In this episode, Sean discusses what a financial advisor really does and whether professional guidance is worth the investment. He covers the benefits of partnering with a fiduciary and explains how professional guidance can help with retirement planning, tax strategies, investment management, inherited assets, and organizing multiple retirement accounts into a cohesive financial plan.
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    21 min
  • Retirement Drawdown Strategies

    Retirement Drawdown Strategies
    Jul 15 2026

    In this episode, Sean discusses what a retirement drawdown strategy is and why having a plan for withdrawing your savings is just as important as building them. He explains how much you may be able to withdraw, which accounts to draw from first, and how strategies like annual withdrawal planning and the bucket strategy can help create reliable retirement income while supporting your long-term financial goals.
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    21 min
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