Are you familiar with sequential and liquidity risk? Many people are not familiar with these terms, but these risks can heavily impact your financial plan. Steve Davis will explain what each of these terms mean and strategies that could potentially minimize the impact of these risks in your portfolio.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Risk tolerance is something that should be incorporated into any sound financial plan. This will help you sustain the volatility in the market, or it may even put you investments that have nothing to do with the market. Steve Davis explains how crucial it is to get your risk tolerance figured out and why long term investing is the best way to go.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Death is never an easy topic to talk about, especially when it involves your parents, but it is a pertinent conversation you need to have with them in order to get everything in place. Steve Davis will guide us through the steps he recommends to take before they pass away and also the first few things to consider after they pass away.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Parenting is one of the most important jobs that you will ever do. Not only are you responsible for instilling values and morals in your children, but you also have to teach them how to survive in the real world. But how do you go about introducing money to them when they are younger? On today's show we will be discussing how you might be able to teach them this vital concept early on.

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

Phone number: (603) 715-2335

E-mail: [email protected]

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Steve Davis will hit the main points of this new bill and how it will change retirement planning.

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

Phone number: (603) 715-2335

E-mail: [email protected]

There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Today's show covers how to try and avoid procrastination in our finances and how we may be able to get a jump start on saving for retirement.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Steve Davis will discuss why we should try to avoid emotional investing and why we should keep the course of a plan.

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

Phone number: (603) 715-2335

E-mail: [email protected]

It is crucial to know what you want out of retirement in order to put together a plan that will work. Steve Davis will discuss what factors that may considered when structuring a retirement plan and why it is important to have a solid plan in place.

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

Phone number: (603) 715-2335

E-mail: [email protected]

It is important to have an income plan mapped out for your retirement. This plan should fill any gaps that may be present, but what how do we achieve this? Steve Davis will discuss how you might be able to attain this with the use of various investment vehicles.

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

Phone number: (603) 715-2335

E-mail: [email protected]