With 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: [email protected] E-mail: [email protected]

On this episode, we will be talking about a new piece of legislation that got passed called the SECURE Act 2.0. Sean will be discussing the major changes this bill brings and how it might impact your retirement.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: [email protected]

With the new year starting, we look back on how 2022 went for the economy and how it will impact 2023.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: [email protected]

On 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: [email protected] E-mail: [email protected]

We 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: [email protected] E-mail: [email protected]

Long 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: [email protected] E-mail: [email protected]

We have a bit of a different podcast for you today. Steve and Sean take a step back and let Deb Cmar take over this episode. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics you should know and some important details that can be overlooked.   Visit Deb Cmar's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: [email protected]

The 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: [email protected] E-mail: [email protected]

The 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: [email protected] E-mail: [email protected]

Interest 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: [email protected] E-mail: [email protected]