Path To Wealth & Wisdom

About Path To Wealth & Wisdom

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!

Publisher

Steve Davis

Category

business · news

Language

en

Explicit

No

First episode

28 May 2019

Latest episode

30 Sept 2026

Latest episodes

165 episodes in the feed.

1. 

   30 Sept 2026

   Medicare Planning

   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.

2. 

   27 Jul 2026

   ROTH Planning

   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.

3. 

   20 Jul 2026

   Pre-Retirement Considerations

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.0 / 5

3 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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