Episodes
177
Latest episode
Sep 2026
Language
EN
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!
In this episode, Sean discusses the three key financial phases: accumulation, preservation, and distribution, and how your financial priorities evolve through different stages of life. Learn why understanding the role your money needs to play at each stage is essential to making informed financial decisions and building a long-term retirement strategy.
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.
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.
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.
In this episode, Sean discusses what a financial advisor really does and whether professional guidance is worth the investment. He covers the benefits of partnering with a fiduciary and explains how professional guidance can help with retirement planning, tax strategies, investment management, inherited assets, and organizing multiple retirement accounts into a cohesive financial plan.
In this episode, Sean discusses what a retirement drawdown strategy is and why having a plan for withdrawing your savings is just as important as building them. He explains how much you may be able to withdraw, which accounts to draw from first, and how strategies like annual withdrawal planning and the bucket strategy can help create reliable retirement income while supporting your long-term financial goals.
Sean discusses the different types of retirement plans available, from employer-sponsored options like 401(k)s to Individual Retirement Accounts (IRAs), and explains how each can play a role in building long-term financial security. He also shares practical strategies for saving within these accounts, helping listeners understand how to maximize tax advantages, employer matching opportunities, and consistent contributions to create a stronger retirement plan.
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.
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.
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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