Path To Wealth & Wisdom

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: sean@daviswealthmgmt.com

Life insurance can be a tough topic to tackle because it deals with our own mortality. However, this tool can be useful in retirement and can make a big difference for many people. Sean will discuss some of the ways you may be able to utilize life insurance in your retirement plan.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

There are many different risks associated with retirement planning, but one of the biggest ones is sequence risk. This risk may affect the amount of money you have for your retirement if you do not plan properly. Sean will discuss what exactly this risk is and how harmful it can really be on your retirement.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

If you are considering joining the Great Resignation crowd, there are a few things you need to think about before you quit your job. Sean will discuss various job benefits you could lose and some strategies for saving money.   Visit Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com

We have been feeling the effects of inflation over the past year and this topic of conversation is quickly becoming a top concern. Steve and Sean talk about some of the factors that have contributed to the rise of inflation and how this could impact your retirement plan.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the reasons why people are leaving the workforce and explore a lot of the impacts this is having on retirement planning.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria. This allows investors to choose companies that align with their values in these three big areas. While it's nice to be socially conscious, is this a useful strategy for your retirement plan? Steve and Sean give us the rundown on ESG investing and how they utilize this tool when working with clients.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

We have witnessed some interesting trends in the job market over the course of this last year. Many people are quitting their jobs for better pay, or to just take a break from working altogether. Whatever the reason is, there are many considerations you should make before making this big jump. Steve and Sean will discuss why a bigger salary is not always better and the importance of taking the emotion out of this big decision.   Visit Steve Davis & Sean Tole's website: http://www.daviswealthmgmt.com/ Phone number: (603) 715-2335 E-mail: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

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: sean@daviswealthmgmt.com E-mail: steve@daviswealthmgmt.com

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: sean@daviswealthmgmt.com