Couverture de Path To Wealth & Wisdom

Path To Wealth & Wisdom

Path To Wealth & Wisdom

De : Steve Davis
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Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.
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
Épisodes
  • Medicare Planning

    Medicare Planning
    Sep 30 2026

    In this episode, Deb and Sean discuss important Medicare considerations as you approach retirement, including enrollment periods, coverage options for those still working, and the different parts of Medicare. They also break down coverage and premiums to help make the Medicare planning process easier to understand.
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    21 min
  • ROTH Planning

    ROTH Planning
    Jul 27 2026

    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 min
  • Pre-Retirement Considerations

    Pre-Retirement Considerations
    Jul 20 2026

    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 min
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