• Path To Wealth & Wisdom

  • Written by: Steve Davis
  • Podcast
Path To Wealth & Wisdom cover art

Path To Wealth & Wisdom

Written by: Steve Davis
Listen for free

  • 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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Episodes
  • Roth IRA Basics

    Roth IRA Basics
    Feb 8 2024

    The Roth IRA could be a great tool to use in your retirement plan to help you with tax diversification. Sean will be talking about what the Roth is and why this may be something you should consider for your own plan.

     

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    15 mins
  • Required Minimum Distribution Changes

    Required Minimum Distribution Changes
    Feb 1 2024

    Required Minimum Distributions (RMDs) have undergone some changes in the past few years. Sean will discuss what an RMD is and what the new rules are on today's show.

     

    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
  • Should You Hire A Fiduciary To Plan Your Retirement?

    Should You Hire A Fiduciary To Plan Your Retirement?
    Jan 25 2024

    The financial landscape is full of terms and this can lead to a lot of confusion when someone is looking for a financial advisor to work with. Sean will be discussing what a fiduciary is and why you may want to work with an advisor that has this title.

     

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
    Show more Show less
    18 mins
Politics & Government Business & Careers Personal Finance Economics
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