Path To Wealth & Wisdom

By: Steve Davis
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  • Summary

  • 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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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Proactive Fall 2024

    Proactive Fall 2024
    Oct 3 2024

    When going into retirement, you want to be proactive as opposed to reactive. Sean will talk about different ways you can get ahead of potential retirement issues, so you can be proactive in your planning.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    19 mins
  • Financial Literacy

    Financial Literacy
    Sep 26 2024

    Financial literacy is important to have in order for you to make informed decisions when it comes to your money. Sean will be discussing some basic investment vehicles and the pros and cons to each of them.

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

    Phone number: (603) 715-2335

    E-mail: sean@daviswealthmgmt.com
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    20 mins
  • 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 mins

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