Life insurance can often be overlooked when you are putting together a retirement plan. That's why Steve and Sean are here to explain some of the lesser known life insurance benefits.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

To wrap up our early retirement series, we focus on taxes and retirement income today. Steve and Sean talk about some tax planning you should consider doing right now and the different ways you can receive income to fund your retirement.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

It's easy to make emotional decisions with our money as we have stated many times on the show before. Advertising companies have developed really effective techniques to try and get you to spend your money emotionally on what they have to offer. Steve talks to us today on how to take control of what you spend in order to live the lifestyle that you want in retirement.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

This is the second installment on our early retirement series. Most people do not like the idea of living on a budget. That word makes them feel restricted, but it is important to know what you are spending every month even if you do not have strict spending rules. On today's episode, Steve and Sean discuss why making an expense sheet and keeping track of your spending habits is imperative to being able to retire early.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

COVID-19 has caused many workers to be laid-off and forced into early retirement. We've also seen people that want to retire early by choice because of how drastically their work environment has shifted over the past few months. This is our first installment of a 5 part series on early retirement. Today, Steve and Sean talk about planning and preparing a plan so that early retirement is possible.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

There's quite a few places to slip up when applying for and choosing Medicare plans. Not to mention that the consequences for some of those errors can affect you for the rest of your life. Deb Cmar joins us this week to fill you in on the critical details you need to know about Medicare.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

Last week we covered the basics of IRA rollovers, what they are, who may benefit from them. On this podcast, Steve and Sean dive into more technical details of this investment and how the SECURE Act has changed a few things in this landscape.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

It's not uncommon to have worked for multiple companies by the time you start approaching retirement, however, many people don't know what to do with whatever employer-sponsored plan that they had at these previous jobs. Steve and Sean talk about why you should consider a rollover as well as a examples of how this can potentially benefit you.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

We have all heard the saying "don't put all your eggs in one basket." This saying holds true with retirement planning as well. Steve Davis will discuss how a proper retirement portfolio utilizes diversification and why including this in your plan is crucial.

Visit Steve Davis's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]