Path To Wealth & Wisdom

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

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 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

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

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 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

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

Taxes pose a risk to any great retirement plan. Failing to plan for this component can throw a plan entirely off course. Sean will discuss some strategies you may be able to use in order to plan around this risk.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Emotional investing can cause a lot of problems in your retirement plan. Reacting to the news of the day, or the current stock market performance is not a sound strategy. Sean will discuss why it's important to separate out your emotions when investing and instead, plan for the long term.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

The Roth IRA could be a great tool to use in your retirement plan to help you with tax diversification. Sean will be talking about what the Roth is and why this may be something you should consider for your own plan.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com