Life insurance is an aspect of retirement planning you need to take into consideration at a younger age, which can seem counterintuitive. But it can be a critical aspect to a retirement plan and needs some careful deliberation to see what plan can fit you. Steve and Sean will discuss how life insurance can be used and why it is something that should not be overlooked.

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

Phone number: (603) 715-2335

E-mail: [email protected]

We have to accept that the United States is currently in a lot of debt and it may shoot up even further if another stimulus bill gets passed. Right now, we are in a historic low tax environment, but it may not stay that way for long because of our increasing debt as a nation. Steve and Sean talk about some tax-efficient planning that may help you avoid paying a huge tax bill in the future.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Over the years the term "financial advisor" has taken different meanings and it can be difficult to know who to trust. Luckily, a fiduciary must look out for the best interest of their clients. Steve and Sean will give us some guidelines on how to choose a fiduciary and address some of the misconceptions around this topic.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Steve Davis is away for this week's show, so Sean Tole will be the one to help us discuss the financial topic today. It has been a few months since the government passed the CARES Act, but are we seeing it affect the economy yet? We also discuss if this piece of legislation was the right move to make to help people that have been impacted by COVID-19.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Sean Tole joins Steve Davis to talk about how to handle volatility in the market. People can feel fearful when the market starts to dip, but having a well-structured plan can help alleviate some of these fears. We discuss the importance of long term investing instead of trying to time the market.

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

Phone number: (603) 715-2335

E-mail: [email protected]

We have a special guest on this week's show, Sean Tole. Sean is a National Social Security Advisor and has more than 25 years of experience in investment and retirement planning. Today Steve and Sean talk about some of the biggest misconceptions of Social Security and the importance of working it into your retirement plan.

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

Phone number: (603) 715-2335

E-mail: [email protected]

The earlier you save for retirement, the better off you will be. We've heard that saying many times, but some people still procrastinate when it comes to saving for retirement. Today Steve Davis will talk about the power of compounding interest and why it is so vital to save as soon as you're able to.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Retirement is not just about making ends meet without a paycheck. Many people want to go out and do things that they did not have time for in their working years. Steve Davis will talk about a couple strategies that he has used to help his clients meet their discretionary spending goals.

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

Phone number: (603) 715-2335

E-mail: [email protected]

It's no secret that the financial world is filled with a lot of jargon and specialized terms that can get confusing. So on this week's show, Steve Davis will take a step back and break down some of the fundamentals of investing.

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

Phone number: (603) 715-2335

E-mail: [email protected]

There are a lot of different strategies for reducing and eliminating debt, some of which are riskier than others. Let's take a look at your options, and talk about which ones might suit you the best, as well as some common pitfalls to avoid.

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

Phone number: (603) 715-2335

E-mail: [email protected]