Shows
Reignite ResilienceReal Estate Mogul to Coaching Mentor + Resiliency with Steve Rupp (part 1)Send us a text"Relationships and outcomes – that's what they want and that's what they'll pay for."What happens when you sell a business that's become your identity? Steve Rupp, a 25-year real estate veteran who built one of Indianapolis' highest-producing teams, takes us deep into the psychological landscape of career transitions."I feel like I lost my identity," Steve confesses, describing the moment after selling his successful real estate business. His journey through banking, entrepreneurship, and promotional products created the perfect, though unplanned, foundation for his eventual real estate empire.The...2025-05-1240 min
Speaking SidemountE103 Hollie Gallacher Teggart - "Maritime Archaeology, Wreck Diving, & Love of Sidemount”In this episode of Speaking Sidemount, sponsored by XDEEP and Insta360, host Steve Davis interviews Hollie Gallacher-Teggatt, a sidemount diving instructor based in Malta. They discuss Hollie's journey into diving, her passion for sidemount, and her studies in maritime archaeology. The conversation explores the significance of wreck diving, particularly in Malta, and the importance of preserving underwater cultural heritage. Hollie shares her experiences diving various wrecks, including the X127, and emphasizes divers' emotional connection with these sites.
The episode also touches on the technical aspects of sidemount diving and the importance of teaching and sharing the love...2024-12-261h 21
Speaking SidemountE095 Steve Martin and Vas Proud - "Educating Sidemount Part 1"Awesome to bring you Episode #95 Steve Martin and Vas Proud - "Educating Sidemount Part 1" with the support of our brilliant sponsor XDEEP and the patrons of Speaking Sidemount. Huge thanks to both for their ongoing support of this podcast. I've spoken many times on this show about how I got started in sidemount. Steve Bogaerts' Ponderosa skills video was the trigger but quickly after that, I found Steve Martin's website. He was the first to promote the benefits of sidemount diving to a global audience. His content, images and video were incredibly compelling and form the basis...2024-04-2654 min
Saving With Steve131: What Should All Younger People Understand About Finances? with Steve DavisIn this episode of Saving With Steve, host Steve Sexton is joined by Steve Davis, the CEO of Total Wealth Academy, which teaches people how to build a second stream of income with active and passive real estate investment. They talk about what all younger people should understand about finances - what they should be learning, why they don't understand finances better, how they should be taught, and the benefits. Learn more about the show at www.SavingWithSteve.us2023-05-2029 min
Path To Wealth & WisdomSmart Retirement PlanWhen putting together a retirement plan, you want to be sure the final product is comprehensive and forward thinking. Steve and Sean will discuss what makes up the framework of a smart retirement plan is on today's show.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-03-2320 minPath To Wealth & WisdomUnderstanding Fees, Taxes, and ExpensesWhen you go into retirement, it's important to understand the different costs that will come up. Most people do not understand how much they are truly paying in fees, taxes, and expenses related to their retirement planning and products. Steve and Sean will discuss why you should have a good understanding of how much you are spending in these categories in order to make an educated decision.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-03-1618 minPath To Wealth & WisdomSECURE Act 2.0 BasicsAfter being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-02-0916 minPath To Wealth & WisdomMarket Volatility and Retirement PlanningMarket volatility became the norm in 2022 and this made a lot of people worry about their retirement plan. Steve and Sean will discuss some strategies you may be able to implement to minimize market volatility in down markets.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-02-0215 minPath To Wealth & WisdomBeing Proactive In 2023With a lot of different economic issues still happening while we are entering the new year, many people are wondering if it's going to be as turbulent as 2022. Steve and Sean will talk about some possible trouble we might see this year and how to be proactive about these issues.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-01-2617 minPath To Wealth & WisdomPhases Of RetirementOn today's episode, Steve and Sean will be talking about the main 3 phases of retirement and what to expect in each phase.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2023-01-0520 minPath To Wealth & WisdomLongevity RiskWe are living a lot longer as a society now and while this is overall a great thing, this presents a few risks when it comes to retirement. Steve and Sean will be discussing how longevity risk can cause other financial risks to go up and how to plan around this.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-12-2919 minPath To Wealth & WisdomLong Term InvestingLong term investing is a key component when planning for retirement. You need to let your money grow over time without getting too emotional during short term downturns. Steve and Sean will be discussing what they identify as long term investing and how to make smart decisions during volatile times.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-12-2017 minPath To Wealth & WisdomPlanning For Today’s RetirementThe retirement world has changed a lot in the past few decades. Pensions used to be more widely available, but now the responsibility falls more to the individual to make sure they are set for retirement. Steve and Sean will talk about some of the key differences with today's retirement and how to proactively plan for it.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-10-0617 minPath To Wealth & WisdomManaging Market VolatilityThe market has been seeing quite a bit of volatility lately. Many people feel fear and do not know what they should be doing in their financial plan. Steve and Sean will be talking about some of the hidden opportunities when the market is down and it's important to get a plan together that can withstand downturns like these.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-09-2916 minPath To Wealth & WisdomInterest Rate RiskInterest rates have been going up, but what does this actually mean for the average investor? Steve and Sean will discuss some of the impacts rising interest rates can cause and the effects it can have on your retirement.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-09-2214 minPath To Wealth & WisdomIs Inflation Here To Stay?We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Steve and Sean talk about some of the factors that have contributed to the rise of inflation and how this could impact your retirement plan.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-01-2013 minPath To Wealth & WisdomRetirement During The Great ResignationDroves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the reasons why people are leaving the workforce and explore a lot of the impacts this is having on retirement planning.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2022-01-1314 minPath To Wealth & WisdomESG InvestingMany investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. This allows investors to choose companies that align with their values in these three big areas. While it's nice to be socially conscious, is this a useful strategy for your retirement plan? Steve and Sean give us the rundown on ESG investing and how they utilize this tool when working with clients.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com2022-01-0616 min
Speaking SidemountSpecial Release - E056 Steve Bogaerts - When Shit Gets RealIt's awesome to be able to bring you with the support of XDEEP, another great episode from the Speaking Sidemount Patreon vault. This episode was the first of two episodes with Steve Bogaerts I did back in 2020 and was originally released as a premium, patron-only episode. The information Steve covers is awesome, so I am pleased to now share it more widely. In this episode, Steve and I discuss the importance of foundational skill development - buoyancy control, trim and stability, pressure test training, and ultimately how to deal with serious issues while diving. 2022-01-0558 minPath To Wealth & WisdomThe Great ResignationWe have witnessed some interesting trends in the job market over the course of this last year. Many people are quitting their jobs for better pay, or to just take a break from working altogether. Whatever the reason is, there are many considerations you should make before making this big jump. Steve and Sean will discuss why a bigger salary is not always better and the importance of taking the emotion out of this big decision.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@da...2021-12-2017 minPath To Wealth & WisdomWhat You Should Know About The SECURE ActCongress passed the SECURE Act back at the end of 2019 with some notable changes. However, this piece of legislation did not get much press before the pandemic struck. Steve and Sean discuss some of the key takeaways from this bill and how this might impact your retirement in the future.
Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
E-mail: steve@daviswealthmgmt.com
2021-12-1318 minPath To Wealth & WisdomWhat Is A Fiduciary?When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.
Visit S...2021-06-1720 minPath To Wealth & WisdomWhy You Should Avoid Financial ProcrastinationThere are some people that tend to procrastinate on getting tasks done in life. It could be something small like mowing the lawn, or cooking dinner. However, your retirement plan is something that you should get together immediately and not wait to get a plan together. Today we talk about the importance starting to save for retirement as early as you can and how having a solid plan can give you peace of mind.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-06-1019 minPath To Wealth & WisdomThe Truth About AnnuitiesThere is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-06-0320 minPath To Wealth & WisdomTraditional Vs RothIt seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth.Let’s discuss how to determine which one is best for you.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-05-2820 minPath To Wealth & WisdomLife InsuranceIronically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-05-2020 minPath To Wealth & WisdomPaying Off Debt Vs Saving MoneyBuilding up your personal wealth while trying to pay off debt can be difficult to balance. Some people want to throw every extra dollar at their debt balance to pay it off faster, while others want to try to put money away and pay off their debt at the same time. We discuss some different strategies when it comes to paying off debt and why you need to have an emergency fund.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-05-1321 minPath To Wealth & WisdomWhat To Know About Elderly ScamsThere are many scams out there that try to get you to send money, or sensitive information. The majority of these scams try and target elderly citizens. Steve and Sean discuss some of the scams they have seen first-hand and proactive steps you can take to protect yourself.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-05-0620 minPath To Wealth & WisdomTeaching Lessons To Children About MoneyApril is national financial literacy month and in honor of that, we discuss some practical lessons you can teach your children early on about money that will help them throughout the rest of their lives.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-04-2921 minPath To Wealth & WisdomProtecting Your Portfolio Against InflationInflation can eat away at your retirement portfolio without you even realizing it. The goods and services we buy, continue to increase in price as the years go on and we need to take this into consideration. Steve and Sean talk about how to potentially hedge against inflation and how they have seen inflation affect portfolios in their practice.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-04-2219 minPath To Wealth & WisdomWhat's Your Risk Tolerance?Knowing your risk tolerance is a crucial part to your retirement plan. If you take too much risk, you could potentially lose money that you need to pay for your basic needs. But if you don't take enough risk, you may not be able to beat inflation. There's a happy medium for everyone's situation and Steve and Sean discuss some considerations to help you figure yours out.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-04-1521 minPath To Wealth & WisdomBreaking Down Social SecurityThere are many opinions and misconceptions when it comes to Social Security. Some people claim they have found the "best claiming strategy" for everyone's situation, but the reality is that there is no silver bullet when it comes to Social Security. The guys discuss some popular myths about Social Security and some factors to consider before you do start claiming it.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-04-0820 minPath To Wealth & WisdomMedicare With Special Guest Deb CmarToday we invite Deb Cmar to the podcast. She serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. Sean and Deb discuss the basics of Medicare and clear up some common misunderstandings of this program.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-04-0121 minPath To Wealth & WisdomPlanning For Future Healthcare CostsHealthcare costs continue to rise as time goes on and it can destroy a retirement plan if you do not factor in the potential costs. Steve and Sean discuss why healthcare costs are so misunderstood and how they proactively plan for these expenses.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-03-2518 minPath To Wealth & WisdomTax RiskTaxes are at historically low rates right now and with the national debt rising, it almost seems inevitable that taxes will have to go up in the future. However, there are certain measures you can take so that taxes won't eat away at your retirement. We discuss how to proactively plan for taxes on today's show and why this is an overlooked component of retirement planning.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-03-1821 minPath To Wealth & WisdomLongevity RiskLiving a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-03-1120 minPath To Wealth & WisdomWithdrawal Rate RiskMany people do not understand the threat that withdrawal rate risk can pose on their retirement. There is the old age 4 percent rule, where you take 4 percent out of your portfolio every year, but things in the financial landscape have drastically changed since that rule was created. We talk on today's show about how easily you can run out of money if you do not account for this risk and methods to possibly avoid this risk in your retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Ste...2021-03-0420 minPath To Wealth & WisdomSequential Risk & Your Retirement MoneyWhen going into retirement, there are a myriad of risks to avoid, but today we want to focus on sequential risk. If you retire during a down market, your portfolio could suffer greatly if you have not accounted for this type of risk. Steve and Sean explain how to avoid this risk and the damage it can do if you are no prepared.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-02-1820 minPath To Wealth & WisdomLong Term Investing Is Essential For A Successful Retirement PlanA lot of retirement planning concepts go back to fundamental ideas of investing. Buy low sell high, and investing for the long term are common discussion points on the show, but it cannot be overstated how important these concepts are to a retirement plan. Steve and Sean discuss the definition of long term investing and getting rid of emotions out of your financial decisions so you do not become a day trader.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-02-1521 minPath To Wealth & WisdomCreating A Retirement PlanWe talk all the time about getting a retirement plan and sticking to it, but what pillars make up a retirement plan? Steve and Sean discuss the main considerations and problem areas when creating a retirement plan for their clients on today's show.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-02-0921 minPath To Wealth & WisdomShould Inflation Be On Our Radar?One critical component that often gets overlooked when preparing for retirement is inflation. Many people are aware that the prices of goods and services go up over time, but don't realize how much it financially impacts them until they retire. Steve and Sean talk about what inflation is, what contributes to it, and how they address it when putting together a plan for a client.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-01-2819 min
Better Product Solutions Podcast06 - Steve Davis Interview on New York State Manufacturing Now Podcast - The Better Product Solutions Podcast This is a unique edition of the Better Product Solutions Podcast in which we're actually just sharing Steve's appearance on the New York State Manufacturing Now podcast by FuzeHub from August 21, 2019. Steve provides an overview of Tapecon's history and capabilities in the printing and converting space. He also provides some insight into Tapecon's culture and some of the challenges it faces on the workforce development front. He was interviewed by Steve Melito from FuzeHub. 2021-01-2615 minPath To Wealth & WisdomWhy You Should Never Emotionally InvestWhen making important decisions in our financial life, it can be difficult to pull our emotions completely out of it because many people have strong feelings tied to their money. Steve Davis will talk to us today about making logical, financial decisions and sticking to the plan that you have established.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-01-2218 minPath To Wealth & WisdomUnderstanding The Differences Between Roth and Traditional IRAsDo you know the differences between Roth and Traditional IRAs? Do you know which one might be better to contribute to now to give you the biggest benefit in retirement? Listen to this episode to learn the ins and outs of these investment vehicles and how making the right choice when it comes to your contributions could save you thousands of dollars in retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-01-1521 minPath To Wealth & WisdomFundamentals Of InvestingBuzzwords are a big part of the financial landscape and for the average investor, it can be difficult to navigate this language and understand what is really being said. Steve and Sean break down some commonly used terms in the financial world, discuss what they mean, and why they are important in regards to your retirement portfolio.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2021-01-1412 minPath To Wealth & WisdomWhy Diversification Is Important In Volatile TimesThere's no doubt that the market has been volatile lately and may continue to be unsteady as the market starts to factor in the effect the pandemic has had on small to mid size businesses. One way to help protect your portfolio is by making sure you are diversified. Steve and Sean define what exactly diversification is and how you may be able to use it to your advantage.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-11-2413 minPath To Wealth & WisdomMarket VolatilityWith so much uncertainty this year and more still to come, the market is going to experience a lot of volatility. Steve and Sean guide you through navigating the highs and lows of the market, and how to protect your money as you head towards retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-11-1919 minPath To Wealth & WisdomLife InsuranceLife insurance can often be overlooked when you are putting together a retirement plan. That's why Steve and Sean are here to explain some of the lesser known life insurance benefits.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-10-2908 minPath To Wealth & WisdomRetiring Early Part 4 - Taxes & Retirement IncomeTo wrap up our early retirement series, we focus on taxes and retirement income today. Steve and Sean talk about some tax planning you should consider doing right now and the different ways you can receive income to fund your retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-10-2213 minPath To Wealth & WisdomRetiring Early, Part 3 - Taking Control Of Your ExpensesIt's easy to make emotional decisions with our money as we have stated many times on the show before. Advertising companies have developed really effective techniques to try and get you to spend your money emotionally on what they have to offer. Steve talks to us today on how to take control of what you spend in order to live the lifestyle that you want in retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-10-1510 minPath To Wealth & WisdomRetiring Early, Part 2 - Spending HabitsThis is the second installment on our early retirement series. Most people do not like the idea of living on a budget. That word makes them feel restricted, but it is important to know what you are spending every month even if you do not have strict spending rules. On today's episode, Steve and Sean discuss why making an expense sheet and keeping track of your spending habits is imperative to being able to retire early.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-10-0812 minPath To Wealth & WisdomRetiring Early, Part 1COVID-19 has caused many workers to be laid-off and forced into early retirement. We've also seen people that want to retire early by choice because of how drastically their work environment has shifted over the past few months. This is our first installment of a 5 part series on early retirement. Today, Steve and Sean talk about planning and preparing a plan so that early retirement is possible.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-10-0110 minPath To Wealth & WisdomMedicare With Deb CmarThere's quite a few places to slip up when applying for and choosing Medicare plans. Not to mention that the consequences for some of those errors can affect you for the rest of your life. Deb Cmar joins us this week to fill you in on the critical details you need to know about Medicare.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-09-1719 minPath To Wealth & WisdomIRA Rollovers, Part 2Last week we covered the basics of IRA rollovers, what they are, who may benefit from them. On this podcast, Steve and Sean dive into more technical details of this investment and how the SECURE Act has changed a few things in this landscape.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-09-1507 minPath To Wealth & WisdomIRA RolloversIt's not uncommon to have worked for multiple companies by the time you start approaching retirement, however, many people don't know what to do with whatever employer-sponsored plan that they had at these previous jobs. Steve and Sean talk about why you should consider a rollover as well as a examples of how this can potentially benefit you.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-09-0309 minPath To Wealth & WisdomFinancial Issues That Are Particularly Challenging For WomenMany financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-08-2711 minPath To Wealth & WisdomDiversification In A Retirement PortfolioWe have all heard the saying "don't put all your eggs in one basket." This saying holds true with retirement planning as well. Steve Davis will discuss how a proper retirement portfolio utilizes diversification and why including this in your plan is crucial.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-08-2011 min
Speaking SidemountE057 - Steve Bogaerts Dealing With Career Ending DCS This episode is sponsored by XDEEP and supported by the patrons of Speaking Sidemount. This is the second episode in this series where I catch up with renowned cave explorer Steve Bogaerts. Over the past two years, Steve has had it pretty tough with respect to diving. A series of DCS incidents, on successive dives, each a little worse than the previous, has led Steve to hang up his fins and retire from diving. Just the thought of one of the world's great cave explorers having to quit under circumstances such as this is gut-wrenching bu...2020-08-1947 minPath To Wealth & WisdomLife InsuranceLife insurance is an aspect of retirement planning you need to take into consideration at a younger age, which can seem counterintuitive. But it can be a critical aspect to a retirement plan and needs some careful deliberation to see what plan can fit you. Steve and Sean will discuss how life insurance can be used and why it is something that should not be overlooked.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-08-1311 minPath To Wealth & WisdomMaking Smart Tax Moves NowWe have to accept that the United States is currently in a lot of debt and it may shoot up even further if another stimulus bill gets passed. Right now, we are in a historic low tax environment, but it may not stay that way for long because of our increasing debt as a nation. Steve and Sean talk about some tax-efficient planning that may help you avoid paying a huge tax bill in the future.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-08-0611 minPath To Wealth & WisdomChoosing A FiduciaryOver the years the term "financial advisor" has taken different meanings and it can be difficult to know who to trust. Luckily, a fiduciary must look out for the best interest of their clients. Steve and Sean will give us some guidelines on how to choose a fiduciary and address some of the misconceptions around this topic.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-07-3012 minPath To Wealth & WisdomThe CARES ActSteve Davis is away for this week's show, so Sean Tole will be the one to help us discuss the financial topic today. It has been a few months since the government passed the CARES Act, but are we seeing it affect the economy yet? We also discuss if this piece of legislation was the right move to make to help people that have been impacted by COVID-19.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-07-0909 minPath To Wealth & WisdomMarket VolatilitySean Tole joins Steve Davis to talk about how to handle volatility in the market. People can feel fearful when the market starts to dip, but having a well-structured plan can help alleviate some of these fears. We discuss the importance of long term investing instead of trying to time the market.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-07-0212 minPath To Wealth & WisdomSocial SecurityWe have a special guest on this week's show, Sean Tole. Sean is a National Social Security Advisor and has more than 25 years of experience in investment and retirement planning. Today Steve and Sean talk about some of the biggest misconceptions of Social Security and the importance of working it into your retirement plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-06-2511 minPath To Wealth & WisdomFinancial ProcrastinationThe earlier you save for retirement, the better off you will be. We've heard that saying many times, but some people still procrastinate when it comes to saving for retirement. Today Steve Davis will talk about the power of compounding interest and why it is so vital to save as soon as you're able to.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-06-2512 minBetter Product Solutions Podcast01 - Len Allison from EMS - Durable Flexible Printed ElectronicsIn our first episode of The Better Product Solutions Podcast, we speak with Len Allison from Engineered Material Systems. Len gives a detailed perspective on the current space of flexible printed electronics, discussing a range of topics including what materials are used, durability characteristics, and ASTM standards.----------------------------------------------------------------------------------------------------------------------------------------------------------------Bringing a product to market is challenging. Having confidence in your contract manufacturing partner is critical.Tapecon works with product teams to improve your market competitiveness by manufacturing functional graphics, materials, and complete products to improve look, feel, and usability. Tapecon is a tr...2020-06-2230 minPath To Wealth & WisdomPleasure In Retirement SpendingRetirement is not just about making ends meet without a paycheck. Many people want to go out and do things that they did not have time for in their working years. Steve Davis will talk about a couple strategies that he has used to help his clients meet their discretionary spending goals.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-06-1809 minPath To Wealth & WisdomInvesting 101It's no secret that the financial world is filled with a lot of jargon and specialized terms that can get confusing. So on this week's show, Steve Davis will take a step back and break down some of the fundamentals of investing.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-06-0413 minPath To Wealth & WisdomTaking Down DebtThere are a lot of different strategies for reducing and eliminating debt, some of which are riskier than others. Let's take a look at your options, and talk about which ones might suit you the best, as well as some common pitfalls to avoid.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-06-0113 minPath To Wealth & WisdomWhy A Roth IRA Might Be Right For YouSince this pandemic hit, the government has spent a large amount of money in order to help alleviate the sudden loss of a paycheck many American citizens have felt. While this has been helpful, it is not without a cost. Taxes are at a historically low rate, but with all of this government spending, many people believe that they will have to go up in the future. Steve Davis talks on today's show on why a Roth IRA might be worth looking into.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-23...2020-05-2111 minPath To Wealth & WisdomThe New Rules For A Post-Pandemic RetirementToday we go over an article published by The Washington Post that talks about the "new rules" for retirement. But can these rules actually be deemed as new? Or have they always been good rules to follow when building a financial plan? Steve Davis gives us his thoughts on this article and also discusses the effects of inflation towards the end of the conversation.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-05-1411 minPath To Wealth & WisdomFinding The Right FiduciaryWhen choosing a financial advisor to handle your life savings, you want to make sure they are a perfect fit. You want them to keep your best interest in mind and some are required to do so. However, there are others that do not have that legal obligation and and only want to sell you specfic financial products. Today Steve Davis discusses what a fiduciary is and why you may want to consider one when looking for a financial advisor.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-m...2020-05-0711 minPath To Wealth & WisdomWhy Long Term Investing Is Crucial In Difficult TimesIt can be easy to feel emotional with your money when you see the market dropping and your nest egg decreasing. We have to remember the simple investing mantra, "buy low, sell high." Steve Davis will discuss about the importance of long term investing and not giving into fear when we see the market go down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-04-3011 minPath To Wealth & WisdomDon't Let Emotions Take Control In A Down MarketWe have talked about emotionally investing here on the show before, but this is a key thing to keep in mind while we go through these uncertain times. Many people tend to have a knee jerk reaction of wanting to sell their investments when they see the market take such a drastic downturn. Steve Davis will explain why you should keep your calm during tough times and not emotionally invest.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-04-0918 minPath To Wealth & WisdomCreating A Retirement PlanWith all of the ups and downs we have recently seen in the market, there has never been a better time to put a retirement plan in place. Steve Davis will explain how a retirement plan will help alleviate some of the inevitable downturns and how it may help you feel more comfortable in tough times.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-04-0314 minPath To Wealth & WisdomThe Importance Of Liquidity RiskWe had previously talked about liquidity risk back in February, but with the recent downturn in the market, we revisit this idea again. Steve drives home the idea of why liquidity risk should play a big role in your financial life and how it can be of use when the markets are down.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-03-3114 minPath To Wealth & WisdomCoronavirus UpdateThe Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Steve Davis will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your financial plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-03-2016 minPath To Wealth & WisdomRollover IRAsMany people wish they had more diversification in their 401(k) and one way to achieve this is to rollover a portion of it to an IRA. Today we go over the common rules of this strategy and look at some situations that would be appropriate to incorporate a rollover.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-03-0612 minPath To Wealth & WisdomInflation RiskLast week we began talking about the different types of risks. We continue that conversation today talking about what inflation and market risk are and how to plan for them effectively.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-02-2014 minPath To Wealth & WisdomSequential & Liquidity RiskAre you familiar with sequential and liquidity risk? Many people are not familiar with these terms, but these risks can heavily impact your financial plan. Steve Davis will explain what each of these terms mean and strategies that could potentially minimize the impact of these risks in your portfolio.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-02-1311 minPath To Wealth & WisdomRisk ToleranceRisk tolerance is something that should be incorporated into any sound financial plan. This will help you sustain the volatility in the market, or it may even put you investments that have nothing to do with the market. Steve Davis explains how crucial it is to get your risk tolerance figured out and why long term investing is the best way to go.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-02-0613 minPath To Wealth & WisdomEnd Of Life PreparationDeath is never an easy topic to talk about, especially when it involves your parents, but it is a pertinent conversation you need to have with them in order to get everything in place. Steve Davis will guide us through the steps he recommends to take before they pass away and also the first few things to consider after they pass away.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-01-3015 minPath To Wealth & WisdomChildren And MoneyParenting is one of the most important jobs that you will ever do. Not only are you responsible for instilling values and morals in your children, but you also have to teach them how to survive in the real world. But how do you go about introducing money to them when they are younger? On today's show we will be discussing how you might be able to teach them this vital concept early on.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-01-2313 minPath To Wealth & WisdomThe SECURE Act Passed - Now What?After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Steve Davis will hit the main points of this new bill and how it will change retirement planning.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-01-1615 minPath To Wealth & WisdomFinancial ProcrastinationThere is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Today's show covers how to try and avoid procrastination in our finances and how we may be able to get a jump start on saving for retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2020-01-0909 minPath To Wealth & WisdomEmotional InvestingEmotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Steve Davis will discuss why we should try to avoid emotional investing and why we should keep the course of a plan.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-12-1913 minPath To Wealth & WisdomStructuring A Retirement PlanIt is crucial to know what you want out of retirement in order to put together a plan that will work. Steve Davis will discuss what factors that may considered when structuring a retirement plan and why it is important to have a solid plan in place.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-12-1212 minPath To Wealth & WisdomInvestment VehiclesIt is important to have an income plan mapped out for your retirement. This plan should fill any gaps that may be present, but what how do we achieve this? Steve Davis will discuss how you might be able to attain this with the use of various investment vehicles.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-11-2615 minPath To Wealth & WisdomMillennials & MoneyIt's no secret that the earlier you plan for retirement, the better off you will be. Today we talk about millennials and the factors they will need to consider when planning for retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-11-2112 minPath To Wealth & WisdomMedicare & MedicaidThere is a lot of confusion surrounding Medicare and Medicaid. Steve Davis will help clear up any confusion and break down how these two programs work and what to look out for in each one.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-11-1422 minPath To Wealth & WisdomChoosing A FiduciaryMany people choose to plan their retirement with a financial advisor. Today's show breaks down why you want to choose a fiduciary financial advisor and the benefits of working with this type of advisor.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-11-0710 minPath To Wealth & WisdomLong Term InvestingThe stock market is a constant cycle of ups and downs. It is important to be aware of this and be disciplined enough to stay during the worst downturns if you are a long term investor. Today's show focuses on the importance of long term investing and the possible benefits you can reap if you can stomach the market.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-10-3116 minPath To Wealth & WisdomSavings Vs. Paying DebtIt can be difficult to find the correct balance between storing money in your savings and paying down any debt that you may have. Steve Davis offers a few suggestions that might help you to be able to strategically place money into both of these accounts while living within your means.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-10-2412 minPath To Wealth & WisdomSequential RiskThe stock market is as volatile as ever lately. Let's hear from Steve Davis about what sequential risk is, and how that volatility can impact it.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-10-1717 minPath To Wealth & WisdomWomen And InvestingStudies have shown that on average, women have longer lives than men. This aspect alone causes the need for a much different retirement plan. Steve discusses a few strategies women could implement in their plan for an income stream that is sustainable through many years of retirement.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-10-1012 minPath To Wealth & WisdomInflation Vs. RiskInflation and risk are two terms that are brought up frequently in the financial world, but do you understand why they are so important to take into consideration when building your portfolio? Let's break these two terms down today, so you understand how they may be affecting you.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-10-0321 minPath To Wealth & WisdomAnnuitiesThere's a lot of information and difference of opinion out there about annuities. Steve Davis helps break it all down, so that you can figure out if an annuity is a good fit for your retirement plan or not.
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
2019-09-2622 min
Speaking SidemountE035 - Steve Lewis on Improving Sidemount Diving & Instruction Steve Lewis is an absolute industry veteran and a passionate sidemount, CCR and cave diver. He has been at the forefront of instructor training since the early 90s working with TDI right from its formation and more recently becoming the Director Diver Training for RAID. Steve is an author, a member of the explorers club and as we'll learn, he led the early exploration of the Bell Island Mine in Newfoundland on the east coast of Canada. In this episode Steve and I discuss his background, his experiences as an instructor tr...2019-07-151h 00Path To Wealth & WisdomIntroducing The Your Healthy Retirement PodcastWelcome to a new podcast that will help you plan for your financial future and retirement. It's Your Healthy Retirement with Steve Davis of Davis Wealth Management, serving you throughout New Hampshire. Each week, Steve will bring you common sense planning guidance and advice to help you stay on the right track to get to and through retirement. Listen to this quick episode for a preview of what's to come. Episode 1 is coming soon.
Meanwhile, learn more about Steve Davis here: http://www.daviswealthmgmt.com/2019-05-2802 min
Speaking SidemountE004 - The Beginnings of Modern Day Sidemount - Steve Bogaerts Interview Part 1This is a special episode, for a special moment, as we officially launch the "Speaking Sidemount" podcast!!! Last month, I reached out to Steve Bogaerts... renown cave explorer and one of the modern day greats of sidemount. I asked Steve if he would do an interview for my new podcast on sidemount diving. Without hesitation, he agreed and wow... the information he shared blew me away. Steve is without doubt one of the most knowledgeable and experienced sidemount divers on the planet but, as we'll learn in this episode, sidemount is just his preferred tool...2018-09-1125 min