『Path To Wealth & Wisdom』のカバーアート

Path To Wealth & Wisdom

Path To Wealth & Wisdom

著者: 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 個人ファイナンス 政治・政府 経済学
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  • Women and Finance: Building Confidence and Security
    2025/09/11

    In this episode, Sean explores the unique challenges and strengths women bring to financial planning and retirement preparation. He discusses why women often have a natural advantage in patience and long-term perspective, the importance of couples planning together, and the financial realities of longer lifespans, fewer pensions, and rising healthcare costs. Sean also touches on Social Security strategies and how women can gain confidence and control over their financial future.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    18 分
  • Understanding Sequence of Returns Risk
    2025/09/04

    Listen in as Sean breaks down the often-overlooked concept of sequence of returns risk and its impact on retirement planning. He explains why the timing of market gains and losses can dramatically affect your savings, withdrawal strategies, and long-term financial security. The conversation also covers ways to protect your nest egg, including diversification, annuities, and debt reduction.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

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    17 分
  • Maximizing Roth IRAs: Everything You Need To Know
    2025/08/28

    Join us as Sean breaks down everything you need to know about Roth IRAs and how they can help you maximize your retirement savings. You’ll learn the differences between traditional and Roth IRAs, the tax advantages of Roth accounts, and important rules around Roth conversions and inherited accounts. Sean also explains the impact of required minimum distributions, income limits, and why Roth IRAs are becoming increasingly popular in today’s unpredictable financial landscape.

    Visit Sean Tole's website: http://www.daviswealthmgmt.com/

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

    続きを読む 一部表示
    17 分
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