Path To Wealth & Wisdom Podcast
1) Understanding Sequence of Returns Risk
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 aff...Show More
2) Maximizing Roth IRAs: Everything You Need To Know
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 ...Show More
3) Staying Calm When The Markets Swing
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 ...Show More
4) Why a Fiduciary Matters: Putting Your Financial Interests First
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 chall...Show More
5) Planning For Life After Loss
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 paren...Show More
6) Social Security Realities & Stock Market Swings
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 politic...Show More
7) How Long Will $1.5 Million Last in New Hampshire?
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...Show More
8) Roths, RMDs and Retirement Taxes
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 legislati...Show More
9) Retirement Outlook: Updated Trends & Smart Strategies for the Future
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, includi...Show More
10) Timing the Market vs. Time in the Market
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 Manage...Show More