Ironically, 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: [email protected]

Building 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: [email protected]

There 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: [email protected]

April 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: [email protected]

Inflation 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: [email protected]

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: [email protected]

There 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: [email protected]

Today 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: [email protected]

Healthcare 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: [email protected]

Taxes 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: [email protected]