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Path To Wealth & Wisdom

Path To Wealth & Wisdom

Written 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
  • Contributing to a Retirement Plan

    Contributing to a Retirement Plan
    Jun 18 2026

    Sean discusses the importance of starting retirement contributions early and saving consistently over time. He highlights how compound interest, tax advantages, Roth accounts, and employer matching can help grow retirement savings while reducing the pressure to catch up later.
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    21 mins
  • 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
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