Path To Wealth & Wisdom

Required Minimum Distributions (RMDs) have undergone some changes in the past few years. Sean will discuss what an RMD is and what the new rules are on today's show.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

The financial landscape is full of terms and this can lead to a lot of confusion when someone is looking for a financial advisor to work with. Sean will be discussing what a fiduciary is and why you may want to work with an advisor that has this title.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Market timing risk is something that we should be aware of when planning for retirement, but many plans fail to consider this risk. Sean will be talking about what market timing risk is and how it can negatively impact you if not planned for properly.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Life insurance is typically a tool used to replace income, so that the family will still be able to pay their bills in the event of a tragedy. But could you use this tool in your retirement plan as well? Sean will discuss why some people consider life insurance as a way to pass down wealth and some of the advantages when doing this.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

There are different levels of care that financial advisors can provide to their clients. Sean will be discussing what a fiduciary is on today's show and why people may want to go with this level of care when looking for an advisor.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

A smart retirement plan has the potential to carry you through retirement with confidence. Sean will be discussing some of the strategies he uses when putting together a retirement plan for clients and the important topics they discuss throughout this process.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Sequence of returns risk is something that many people fail to plan for when heading into retirement. This risk can have great impacts on your retirement and needs to be addressed when planning. Sean will discuss what exactly this risk is and how he has witnessed this risk impact people over his career.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Medicare is a complex topic that many people feel confused by. To help clear up some confusion, 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 some important details that can be easily missed.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Retirement planning is crucial in order to set yourself up for success once you quit your job. It's important to start planning for this as early as you can, so that you are not just guessing that you will have enough money in retirement. Sean will discuss some ways you can start planning early and the impact this can have on your financial future.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com

Future taxes are a big concern when planning for retirement right now. Government spending isn't slowing down, so many financial professionals believe that tax rates will have to increase in the future, which is why it's good to plan for it now. Sean will be discussing what a Roth IRA is and how it might help you when it comes to tax planning.
 
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com