『Path To Wealth & Wisdom』のカバーアート

Path To Wealth & Wisdom

Path To Wealth & Wisdom

著者： Steve Davis
無料で聴く

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 個人ファイナンス 政治・政府 経済学
エピソード
  • ROTH Planning

    ROTH Planning
    2026/07/27

    In this episode, Sean discusses Roth Planning and why it can be an important part of a long-term retirement strategy. He explains how the SECURE Act of 2019 changed the way IRAs are passed from one generation to the next, covers Roth IRA contribution limits and employer contributions, and explores how thoughtful Roth planning can help maximize retirement savings while creating greater flexibility for the future.
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    21 分
  • Pre-Retirement Considerations

    Pre-Retirement Considerations
    2026/07/20

    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 分
  • Is An Advisor Worth It?

    Is An Advisor Worth It?
    2026/07/16

    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 分
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