Path To Wealth & Wisdom

Staying calm when the market is volatile can be difficult to manage. Many times, people will want to make an emotional decision with their money and it's often a bad choice for their retirement plan. Sean will discuss how constructing a well thought out portfolio can help you keep your cool during these market downturns.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (...

There is a lot of information about annuities out there. It can be difficult to know what is true about them when there are so many different opinions on them. Sean will be discussing some annuity basics and why you may use one in your plan.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? Sean will discuss the questions you should ask your financial advisor and the different areas a comprehensive retirement plan should focus on.   Visit Sea...

Taxes can be a huge potential pain point for your retirement. It's better to start proactively putting together a tax strategy now rather than push it off to the future. Sean will discuss the 3 types of taxation when it comes to retirement accounts and why you should have tax diversification in your plan.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-...

It's crucial to start preparing for retirement as early as you can. On today's show, Sean will discuss 4 pre-retirement tips to get you on track to building a solid retirement plan.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

When putting together a retirement plan, you want to be sure the final product is comprehensive and forward thinking. Steve and Sean will discuss what makes up the framework of a smart retirement plan is on today's show.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

When you go into retirement, it's important to understand the different costs that will come up. Most people do not understand how much they are truly paying in fees, taxes, and expenses related to their retirement planning and products. Steve and Sean will discuss why you should have a good understanding of how much you are spending in these categories in order to make an educated decision.   Vis...

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

Market volatility became the norm in 2022 and this made a lot of people worry about their retirement plan. Steve and Sean will discuss some strategies you may be able to implement to minimize market volatility in down markets.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

With a lot of different economic issues still happening while we are entering the new year, many people are wondering if it's going to be as turbulent as 2022. Steve and Sean will talk about some possible trouble we might see this year and how to be proactive about these issues.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@da...

On this episode, we will be talking about a new piece of legislation that got passed called the SECURE Act 2.0. Sean will be discussing the major changes this bill brings and how it might impact your retirement.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

With the new year starting, we look back on how 2022 went for the economy and how it will impact 2023.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

On today's episode, Steve and Sean will be talking about the main 3 phases of retirement and what to expect in each phase.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

We are living a lot longer as a society now and while this is overall a great thing, this presents a few risks when it comes to retirement. Steve and Sean will be discussing how longevity risk can cause other financial risks to go up and how to plan around this.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com...

Long term investing is a key component when planning for retirement. You need to let your money grow over time without getting too emotional during short term downturns. Steve and Sean will be discussing what they identify as long term investing and how to make smart decisions during volatile times.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715...

We have a bit of a different podcast for you today. Steve and Sean take a step back and let Deb Cmar take over this episode. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics you should know and some important details that can be overlooked.   Visit Deb Cmar's website: http://www.daviswealthmgmt.c...

The retirement world has changed a lot in the past few decades. Pensions used to be more widely available, but now the responsibility falls more to the individual to make sure they are set for retirement. Steve and Sean will talk about some of the key differences with today's retirement and how to proactively plan for it.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ P...

The market has been seeing quite a bit of volatility lately. Many people feel fear and do not know what they should be doing in their financial plan. Steve and Sean will be talking about some of the hidden opportunities when the market is down and it's important to get a plan together that can withstand downturns like these.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com...

Interest rates have been going up, but what does this actually mean for the average investor? Steve and Sean will discuss some of the impacts rising interest rates can cause and the effects it can have on your retirement.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

We have witnessed a surge in credit card debt recently. Prices keep going up and many are having to utilize their credit card a bit more in order to pay for their expenses. Sean will discuss why he likes to get his clients out of credit card debt when planning for retirement.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Annuities can be a polarizing subject for many people. It's one of the more misunderstood financial tools available, so we hope to clear up some misconceptions on today's show. Sean will discuss what an annuity is, the different types that are out there, and why this vehicle has received such a bad rap in the past.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 7...

The retirement landscape now is much more different than it was several decades ago. Pensions are not as common and saving for retirement mainly falls on the individual. This can present some challenges, but also some opportunities that we will discuss on today's show.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Retirement is not a finish line that you cross and be over and done with. There are actually a few phases to retirement that you must plan out. Steve and Sean will discuss these phases of retirement and what all they entail.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number:  (603) 715-2335 E-mail: sean@daviswealthmgmt.com

Inflation has been steadily going up and now we are really feeling the effects of it with our everyday purchases. It's important for us to plan for inflation in our retirement, so we are not surprised when goods and services go up. Steve and Sean will talk about our current inflation status and some strategies you may want to consider to combat this risk.   Visit Sean Tole's website: http://www.da...

The current economic landscape has many retirees and pre-retirees worried about the longevity of their money. However, there are strategies you can utilize in order to combat some of these challenges so you can retire with peace of mind. Sean will discuss some of the issues in today's environment and what you can do about them.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone num...