『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
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  • Various Types of Retirement Plans

    Various Types of Retirement Plans
    2026/07/09

    Sean discusses the different types of retirement plans available, from employer-sponsored options like 401(k)s to Individual Retirement Accounts (IRAs), and explains how each can play a role in building long-term financial security. He also shares practical strategies for saving within these accounts, helping listeners understand how to maximize tax advantages, employer matching opportunities, and consistent contributions to create a stronger retirement plan.
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    21 分
  • Contributing to a Retirement Plan

    Contributing to a Retirement Plan
    2026/06/18

    Sean discusses the importance of starting retirement contributions early and saving consistently over time. He highlights how compound interest, tax advantages, Roth accounts, and employer matching can help grow retirement savings while reducing the pressure to catch up later.
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    21 分
  • Women and Finances

    Women and Finances
    2025/11/20

    In this episode, Peter and Sean discuss how women approach finances and manage risk in retirement. They explore the unique challenges women may face, including longevity and care-giving roles, and why it's essential for women to be actively involved in financial planning. Tune in to learn how thoughtful retirement strategies can lead to greater financial security and confidence.
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    21 分
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