Your Healthy Retirement

Your Healthy Retirement header image 1

The Importance Of Liquidity Risk

We had previously talked about liquidity risk back in February, but with the recent downturn in the market, we revisit this idea again. Steve drives home the idea of why liquidity risk should play a big role in your financial life and how it can be of use when the markets are down.

 

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

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

Coronavirus Update

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Steve Davis will analyze it all on today's show as we break down the situation and give you some important things to think about when it comes to your financial plan.

 

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

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

Rollover IRAs

Many people wish they had more diversification in their 401(k) and one way to achieve this is to rollover a portion of it to an IRA. Today we go over the common rules of this strategy and look at some situations that would be appropriate to incorporate a rollover.

 

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

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

Podbean App

Play this podcast on Podbean App