On today's episode, Steve and Sean will be talking about the main 3 phases of retirement and what to expect in each phase.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

We are living a lot longer as a society now and while this is overall a great thing, this presents a few risks when it comes to retirement. Steve and Sean will be discussing how longevity risk can cause other financial risks to go up and how to plan around this.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

Long term investing is a key component when planning for retirement. You need to let your money grow over time without getting too emotional during short term downturns. Steve and Sean will be discussing what they identify as long term investing and how to make smart decisions during volatile times.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

We have a bit of a different podcast for you today. Steve and Sean take a step back and let Deb Cmar take over this episode. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics you should know and some important details that can be overlooked.

Visit Deb Cmar's website: http://www.daviswealthmgmt.com/

Phone number: (603) 715-2335

E-mail: [email protected]

The retirement world has changed a lot in the past few decades. Pensions used to be more widely available, but now the responsibility falls more to the individual to make sure they are set for retirement. Steve and Sean will talk about some of the key differences with today's retirement and how to proactively plan for it.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

The market has been seeing quite a bit of volatility lately. Many people feel fear and do not know what they should be doing in their financial plan. Steve and Sean will be talking about some of the hidden opportunities when the market is down and it's important to get a plan together that can withstand downturns like these.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

Interest rates have been going up, but what does this actually mean for the average investor? Steve and Sean will discuss some of the impacts rising interest rates can cause and the effects it can have on your retirement.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

We have witnessed a surge in credit card debt recently. Prices keep going up and many are having to utilize their credit card a bit more in order to pay for their expenses. Sean will discuss why he likes to get his clients out of credit card debt when planning for retirement.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Annuities can be a polarizing subject for many people. It's one of the more misunderstood financial tools available, so we hope to clear up some misconceptions on today's show. Sean will discuss what an annuity is, the different types that are out there, and why this vehicle has received such a bad rap in the past.

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

Phone number: (603) 715-2335

E-mail: [email protected]

The retirement landscape now is much more different than it was several decades ago. Pensions are not as common and saving for retirement mainly falls on the individual. This can present some challenges, but also some opportunities that we will discuss on today's show.

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

Phone number: (603) 715-2335

E-mail: [email protected]