140 episodes
Path To Wealth & Wisdom Steve Davis
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- Business
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.
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Risks Retirees Face
If you are looking to retire in the near future, there are many aspects you have to plan for. Sean will go over some of the risks current retirees face in today's landscape and discuss how you may be able to plan for some of them.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Planning For Tax Risk
Taxes pose a risk to any great retirement plan. Failing to plan for this component can throw a plan entirely off course. Sean will discuss some strategies you may be able to use in order to plan around this risk.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Why You Should Avoid Emotional Investing
Emotional investing can cause a lot of problems in your retirement plan. Reacting to the news of the day, or the current stock market performance is not a sound strategy. Sean will discuss why it's important to separate out your emotions when investing and instead, plan for the long term.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com -
Roth IRA Basics
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 -
Required Minimum Distribution Changes
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 -
Should You Hire A Fiduciary To Plan Your Retirement?
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