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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
  • Benefits of Working With a Financial Advisor
    Oct 16 2025

    This week, Sean and Peter explore the key benefits of working with a financial advisor. They discuss how advisors provide valuable education, help remove emotions from financial decisions, and manage risk more effectively. Plus, they explain how a fiduciary is legally obligated to act in your best interest when it comes to investments.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

    Show More Show Less
    21 mins
  • Top Questions To Ask Your Financial Advisor
    Oct 9 2025

    In this episode, Sean Tole shares the most important questions to ask your advisor, ways to find out if they are the right advisor for you, and the benefit of working with a fiduciary. So you can make confident, informed decisions about your financial future. Not all financial advisors are created equal—and the right questions can help you find someone who truly fits your needs.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

    Show More Show Less
    21 mins
  • Women and Finance: Building Confidence and Security
    Sep 11 2025

    In this episode, Sean explores the unique challenges and strengths women bring to financial planning and retirement preparation. He discusses why women often have a natural advantage in patience and long-term perspective, the importance of couples planning together, and the financial realities of longer lifespans, fewer pensions, and rising healthcare costs. Sean also touches on Social Security strategies and how women can gain confidence and control over their financial future.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com

    Show More Show Less
    18 mins
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