Path To Wealth & Wisdom

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]

Retirement is not a finish line that you cross and be over and done with. There are actually a few phases to retirement that you must plan out. Steve and Sean will discuss these phases of retirement and what all they entail.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Inflation has been steadily going up and now we are really feeling the effects of it with our everyday purchases. It's important for us to plan for inflation in our retirement, so we are not surprised when goods and services go up. Steve and Sean will talk about our current inflation status and some strategies you may want to consider to combat this risk.

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

Phone number: (603) 715-2335

E-mail: [email protected]

The current economic landscape has many retirees and pre-retirees worried about the longevity of their money. However, there are strategies you can utilize in order to combat some of these challenges so you can retire with peace of mind. Sean will discuss some of the issues in today's environment and what you can do about them.

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

Phone number: (603) 715-2335

E-mail: [email protected]