Congress passed the SECURE Act back at the end of 2019 with some notable changes. However, this piece of legislation did not get much press before the pandemic struck. Steve and Sean discuss some of the key takeaways from this bill and how this might impact your retirement in the future.

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

Phone number: (603) 715-2335

E-mail: [email protected]

E-mail: [email protected]

Life Insurance can be used as a versatile tool in your retirement plan. It does require proper planning ahead of time in order to utilize some of these different strategies. Sean will discuss these strategies and when it might be a good idea to incorporate them into your plan.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation out there. Making a mistake can be very costly, which is why Sean will address a few social security considerations on the podcast today.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Tax planning is one of the most crucial parts of putting together a wholistic retirement plan. Taxes may enhance, or destroy a retirement depending on how you plan for them. Sean talks all about some tax efficient strategies and ways you may be able to utilize them on today's show.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Taxes are an issue that are top of mind for many people right now. We have witnessed the government spend trillions of dollars in order to provide aid during the pandemic and it feels inevitable that taxes will only go up. Sean will discuss why using a Roth IRA might be more advantageous right now and how it compares to a traditional IRA.

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

Phone number: (603) 715-2335

E-mail: [email protected]

When you start looking for someone to help you handle your finances, you’ll often see that many financial professionals refer to themself as a “financial advisor.” Over the years, it has become a common title to see and it can be difficult to recognize the differences between each professional that uses this umbrella term. If you find an advisor who is able to call themselves a "fiduciary," this is a great start. They have legal obligations to uphold their clients best interest and we will explain what exactly a fiduciary is on today's show.

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

Phone number: (603) 715-2335

E-mail: [email protected]

There are some people that tend to procrastinate on getting tasks done in life. It could be something small like mowing the lawn, or cooking dinner. However, your retirement plan is something that you should get together immediately and not wait to get a plan together. Today we talk about the importance starting to save for retirement as early as you can and how having a solid plan can give you peace of mind.

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

Phone number: (603) 715-2335

E-mail: [email protected]

There is a lot of buzz in the media about annuities. Some claim that annuities are the greatest investment for your money and others claim that they are terrible. We break down the ins and outs of annuities today and give our opinions on how you can properly use one.

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

Phone number: (603) 715-2335

E-mail: [email protected]

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth.Let’s discuss how to determine which one is best for you.

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

Phone number: (603) 715-2335

E-mail: [email protected]

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

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

Phone number: (603) 715-2335

E-mail: [email protected]