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Path To Wealth & Wisdom

Path To Wealth & Wisdom

By: Steve Davis
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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 Economics Personal Finance Politics & Government
Episodes
  • 3 Financial Phases

    3 Financial Phases
    Oct 16 2026

    In this episode, Sean discusses the three key financial phases: accumulation, preservation, and distribution, and how your financial priorities evolve through different stages of life. Learn why understanding the role your money needs to play at each stage is essential to making informed financial decisions and building a long-term retirement strategy.
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    21 mins
  • 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 mins
  • 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 mins
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