Path To Wealth & Wisdom

Pre-Retirement Planning: Are You Really Ready?

More and more people are wanting to retire younger. But before you pull the trigger, it's important that you have a plan in place! In today's episode, we're talking about all things pre-retirement planning. From the big questions- like whether you’re really ready for the cost of health insurance and how much Social Security will actually cover- to the smaller stuff (like how often you’ll want to go out to dinner), Sean and Peter cover it all. They also dig into some crucial topics like long-term care, taxes, and how things like HSAs and Roth accounts can help keep your finances on track.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Facing Longevity: How to Prepare for a Longer Retirement

While most of us desire a long life, the financial challenges that come with it can be overwhelming. With lifespans extending and factors like market volatility, inflation, and increasing healthcare costs looming over our retirement savings, it's important to be prepared. Today, we’ll share key insights on how to effectively plan for a longer retirement.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Planning For Retirement While You're Middle Aged

Planning for retirement when you're middle aged can present its' own set of potential pitfalls. You're now in a position where you're much closer to retirement and can't afford to make too many mistakes. Sean will discuss some ways you may be able to maximize your savings and why you need to be more cautious in this stage.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Medicare 2024 With Deb Cmar

Open enrollment for Medicare is right around the corner, so we invite Deb Cmar on this epiosde. Deb serves as the Director of Client Services and Licensed Insurance Specialist at Davis Wealth Management. She will be discussing some Medicare basics and important considerations you should keep in mind when choosing a plan.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Proactive Fall 2024

When going into retirement, you want to be proactive as opposed to reactive. Sean will talk about different ways you can get ahead of potential retirement issues, so you can be proactive in your planning.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Financial Literacy

Financial literacy is important to have in order for you to make informed decisions when it comes to your money. Sean will be discussing some basic investment vehicles and the pros and cons to each of them.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Retirement Together

Many couples wonder if it is the right decision for them to retire at the same time. Sean will discuss this question today and give some reasons on why this may, or may not work depending on each individual situation.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Understanding Retirement Expenses

There are a lot of misconceptions when it comes to retirement expenses. Many people believe their expenses will go down when they retire, but this is not always true. Sean will discuss what he sees many people budget for in retirement and why you need to plan for this beforehand.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Communication Is Key When You Develop A Retirement Plan

Communication can solve a lot of problems before they happen and retirement planning is no different. Sean will discuss why couples need to communicate with each other when putting together a retirement plan and some of the important areas they should address.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Risks Retirees Face

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: sean@daviswealthmgmt.com