HeyJaredPath To Wealth & Wisdom
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Jul 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
ROTH Planning (opens the original)
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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.
Pre-Retirement Considerations (opens the original)
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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.
Is An Advisor Worth It? (opens the original)
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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.
Retirement Drawdown Strategies (opens the original)
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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.
Various Types of Retirement Plans (opens the original)
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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.
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