Hosted by Steve Davis · 🇺🇸 US · EN · 170 episodes
Established thought leaders with verified media credentials.
Steve Davis and Sean Tole 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.
Steve Davis hosts Path To Wealth & Wisdom, a business show with 170 episodes published.
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 retireme
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
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 a
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
This week, Peter and Deb talk all things Medicare Open Enrollment, happening now through December 7th. They discuss why it’s important to review your current plan and what to consider when making changes. Listen in as th
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 effectivel
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
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
Listen in as Sean breaks down the often-overlooked concept of sequence of returns risk and its impact on retirement planning. He explains why the timing of market gains and losses can dramatically affect your savings, wi
Join us as Sean breaks down everything you need to know about Roth IRAs and how they can help you maximize your retirement savings. You’ll learn the differences between traditional and Roth IRAs, the tax advantages of Ro
In this episode, Sean and Peter dive into the challenges of market volatility and the emotional rollercoaster investors face in today’s unpredictable financial world. From understanding risk profiles and creating strateg
This episode, Sean and Peter dive into the importance of working with a fiduciary financial advisor- professionals legally obligated to put your interests first. Along the way, they touch on the challenges younger genera
Losing a parent is emotionally devastating, and navigating the financial aftermath can add even more stress. In this episode, Sean and Peter discuss the critical steps families must take after a parent's passing. From pr
This week, Sean and Peter discuss the future of Social Security and what retirees need to know. From market volatility to legislative gridlock, they explore how current economic conditions and political decisions impact
Many would consider $1.5 million enough to retire on in 2025. But is it really enough? A new study shows how long Social Security and a $1.5 million nest egg would last in 50 states... let's see where New Hampshire falls
In this episode, Sean explores why Roth accounts may be one of the most powerful tools in retirement planning today. He explains the pros and cons of Roth conversions, how RMDs work, and why legislative risk is something
Despite economic uncertainty, there are reasons to be optimistic about retirement savings. In this episode, Sean Tole of Davis Wealth Management and Peter St. James discuss encouraging trends, including a 40% increase in
Should you invest now or wait for the "perfect" moment? Many people hesitate when markets are high, fearing a downturn—but is that the right approach? In this episode, Sean Tole of Davis Wealth Management explains why tr
With millions of Americans approaching retirement, financial headlines claim that $2 million is "chump change" for a comfortable future. But is that really true? In this episode, Sean Tole of Davis Wealth Management brea
Life insurance is often seen as a way to leave money behind for loved ones, but the reality is that some types of life insurance can benefit you while you're still alive. These policies can offer financial protection, pr
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Path To Wealth & Wisdom is hosted by Steve Davis. The show is categorised under business (investing) and has published 170 episodes.
Path To Wealth & Wisdom has published 170 episodes.
Path To Wealth & Wisdom regularly covers business, investing, news. It sits in the business category, with a investing focus.
Path To Wealth & Wisdom is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Path To Wealth & Wisdom average 19 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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