Roth IRA Basics
Path To Wealth & Wisdom
by Steve Davis
3M ago
The Roth IRA could be a great tool to use in your retirement plan to help you with tax diversification. Sean will be talking about what the Roth is and why this may be something you should consider for your own plan.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Required Minimum Distribution Changes
Path To Wealth & Wisdom
by Steve Davis
3M ago
Required Minimum Distributions (RMDs) have undergone some changes in the past few years. Sean will discuss what an RMD is and what the new rules are on today's show.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Should You Hire A Fiduciary To Plan Your Retirement?
Path To Wealth & Wisdom
by Steve Davis
3M ago
The financial landscape is full of terms and this can lead to a lot of confusion when someone is looking for a financial advisor to work with. Sean will be discussing what a fiduciary is and why you may want to work with an advisor that has this title.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Avoiding Market Timing Risk
Path To Wealth & Wisdom
by Steve Davis
3M ago
Market timing risk is something that we should be aware of when planning for retirement, but many plans fail to consider this risk. Sean will be talking about what market timing risk is and how it can negatively impact you if not planned for properly.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Should You Include Life Insurance In Your Retirement Plan?
Path To Wealth & Wisdom
by Steve Davis
3M ago
Life insurance is typically a tool used to replace income, so that the family will still be able to pay their bills in the event of a tragedy. But could you use this tool in your retirement plan as well? Sean will discuss why some people consider life insurance as a way to pass down wealth and some of the advantages when doing this.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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What’s A Fiduciary?
Path To Wealth & Wisdom
by Steve Davis
3M ago
There are different levels of care that financial advisors can provide to their clients. Sean will be discussing what a fiduciary is on today's show and why people may want to go with this level of care when looking for an advisor.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Putting Together A Smart Retirement Plan
Path To Wealth & Wisdom
by Steve Davis
3M ago
A smart retirement plan has the potential to carry you through retirement with confidence. Sean will be discussing some of the strategies he uses when putting together a retirement plan for clients and the important topics they discuss throughout this process.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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The Danger Of Sequence Of Returns Risk
Path To Wealth & Wisdom
by Steve Davis
3M ago
Sequence of returns risk is something that many people fail to plan for when heading into retirement. This risk can have great impacts on your retirement and needs to be addressed when planning. Sean will discuss what exactly this risk is and how he has witnessed this risk impact people over his career.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Medicare Basics With Deb Cmar
Path To Wealth & Wisdom
by Steve Davis
3M ago
Medicare is a complex topic that many people feel confused by. To help clear up some confusion, we invite Deb Cmar on this epiosde. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics and some important details that can be easily missed.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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Proactive Retirement Planning
Path To Wealth & Wisdom
by Steve Davis
3M ago
Retirement planning is crucial in order to set yourself up for success once you quit your job. It's important to start planning for this as early as you can, so that you are not just guessing that you will have enough money in retirement. Sean will discuss some ways you can start planning early and the impact this can have on your financial future.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com ..read more
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