Path To Wealth & Wisdom

De: Steve Davis
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  • Resumen

  • 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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Episodios
  • 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 m
  • 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 m
  • Communication Is Key When You Develop A Retirement Plan

    Communication Is Key When You Develop A Retirement Plan
    Jun 14 2024

    Communication can solve a lot of problems before they happen and retirement planning is no different. Sean will discuss why couples need to communicate with each other when putting together a retirement plan and some of the important areas they should address.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    18 m
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