Path To Wealth & Wisdom

By: Steve Davis
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  • Summary

  • 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
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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Financial Literacy

    Financial Literacy
    Sep 26 2024

    Financial literacy is important to have in order for you to make informed decisions when it comes to your money. Sean will be discussing some basic investment vehicles and the pros and cons to each of them.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    20 mins
  • Retirement Together

    Retirement Together
    Jun 27 2024

    Many couples wonder if it is the right decision for them to retire at the same time. Sean will discuss this question today and give some reasons on why this may, or may not work depending on each individual situation.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    17 mins
  • Understanding Retirement Expenses

    Understanding Retirement Expenses
    Jun 20 2024

    There are a lot of misconceptions when it comes to retirement expenses. Many people believe their expenses will go down when they retire, but this is not always true. Sean will discuss what he sees many people budget for in retirement and why you need to plan for this beforehand.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    18 mins

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