Couverture de Path To Wealth & Wisdom

Path To Wealth & Wisdom

Path To Wealth & Wisdom

De : Steve Davis
Écouter gratuitement

À propos de cette écoute

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 Economie Finances privées Politique et gouvernement
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • Social Security Realities & Stock Market Swings
      May 22 2025

      This week, Sean and Peter discuss the future of Social Security and what retirees need to know. From market volatility to legislative gridlock, they explore how current economic conditions and political decisions impact retirement planning. Whether you're close to retiring or just starting to think about it, this conversation sheds light on timing your Social Security benefits, managing risk, and preparing for the long haul.

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

      Phone number: (603) 715-2335

      E-mail: sean@daviswealthmgmt.com

      Afficher plus Afficher moins
      17 min
    • How Long Will $1.5 Million Last in New Hampshire?
      May 15 2025

      Many would consider $1.5 million enough to retire on in 2025. But is it really enough? A new study shows how long Social Security and a $1.5 million nest egg would last in 50 states... let's see where New Hampshire falls on the list.

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

      Phone number: (603) 715-2335

      E-mail: sean@daviswealthmgmt.com

      Afficher plus Afficher moins
      18 min
    • Roths, RMDs and Retirement Taxes
      May 8 2025

      In this episode, Sean explores why Roth accounts may be one of the most powerful tools in retirement planning today. He explains the pros and cons of Roth conversions, how RMDs work, and why legislative risk is something to watch. You’ll also learn why paying taxes now could save you- and your heirs- later.

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

      Phone number: (603) 715-2335

      E-mail: sean@daviswealthmgmt.com

      Afficher plus Afficher moins
      19 min

    Ce que les auditeurs disent de Path To Wealth & Wisdom

    Moyenne des évaluations utilisateurs. Seuls les utilisateurs ayant écouté le titre peuvent laisser une évaluation.

    Commentaires - Veuillez sélectionner les onglets ci-dessous pour changer la provenance des commentaires.

    Il n'y a pas encore de critique disponible pour ce titre.