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: [email protected]

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: [email protected]

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: [email protected]

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: [email protected]

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: [email protected]

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: [email protected]

Market timing risk is something that we should be aware of when planning for retirement, but many plans fail to consider this risk. Sean will be talking about what market timing risk is and how it can negatively impact you if not planned for properly.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

Life insurance is typically a tool used to replace income, so that the family will still be able to pay their bills in the event of a tragedy. But could you use this tool in your retirement plan as well? Sean will discuss why some people consider life insurance as a way to pass down wealth and some of the advantages when doing this.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

There are different levels of care that financial advisors can provide to their clients. Sean will be discussing what a fiduciary is on today's show and why people may want to go with this level of care when looking for an advisor.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

A smart retirement plan has the potential to carry you through retirement with confidence. Sean will be discussing some of the strategies he uses when putting together a retirement plan for clients and the important topics they discuss throughout this process.

Visit Sean Tole's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]