Your Healthy Retirement

Your Healthy Retirement header image 1

Why A Roth IRA Might Be Right For You

Since this pandemic hit, the government has spent a large amount of money in order to help alleviate the sudden loss of a paycheck many American citizens have felt. While this has been helpful, it is not without a cost. Taxes are at a historically low rate, but with all of this government spending, many people believe that they will have to go up in the future. Steve Davis talks on today's show on why a Roth IRA might be worth looking into.

 

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

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

The New Rules For A Post-Pandemic Retirement

Today we go over an article published by The Washington Post that talks about the "new rules" for retirement. But can these rules actually be deemed as new? Or have they always been good rules to follow when building a financial plan? Steve Davis gives us his thoughts on this article and also discusses the effects of inflation towards the end of the conversation.

 

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

Phone number: (603) 715-2335

E-mail: Steve@daviswealthmgmt.com

Finding The Right Fiduciary

When choosing a financial advisor to handle your life savings, you want to make sure they are a perfect fit. You want them to keep your best interest in mind and some are required to do so. However, there are others that do not have that legal obligation and and only want to sell you specfic financial products. Today Steve Davis discusses what a fiduciary is and why you may want to consider one when looking for a financial advisor.

 

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