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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
  • Women and Finances

    Women and Finances
    Nov 20 2025

    In this episode, Peter and Sean discuss how women approach finances and manage risk in retirement. They explore the unique challenges women may face, including longevity and care-giving roles, and why it's essential for women to be actively involved in financial planning. Tune in to learn how thoughtful retirement strategies can lead to greater financial security and confidence.
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    21 mins
  • How Much Cash Should You Have In Retirement?

    How Much Cash Should You Have In Retirement?
    Nov 13 2025

    Sean and Peter dive into the question of how much cash you should have in retirement and the role it plays in your overall financial security. They talk through the benefits of keeping 3–6 months of living expenses set aside and when you might need more. They also explore smart places to keep your cash, like high-yield savings accounts or CDs, versus keeping it at home.
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    20 mins
  • The Importance of Estate Planning

    The Importance of Estate Planning
    Nov 6 2025

    This week, Peter and Sean break down the components of a solid estate plan—wills, trusts, powers of attorney, and more—and explain how each part plays a role in protecting your assets. They discuss why creating an estate plan is one of the most important steps you can take for your loved ones. You'll also learn when to start planning and how a fiduciary can help keep everything aligned with your goals.
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    21 mins
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